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Finance & Administration Peer Community: April 2019
Join your peers at philanthropy-serving organizations who serve in finance and/or administration roles for a round-robin call to share your latest successes, tackle problems, and provide insight. This program is restricted to Forum members.
Conflict of Interest Policies
Every organization should have a conflict of interest policy in place to assure that ethical standards are being met in all of the organization's interactions. This area provides a number of examples of conflict of interest policies that can be included in an organization's bylaws or employee handbook.
2020 Compensation & Benefits for Philanthropy-Serving Organizations- Full Report
United Philanthropy Forum’s 2020 Compensation & Benefits for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the employment practices of regional and national philanthropy-serving organizations (PSOs). The full report is accessible to our members.
Virtual Annual Conference Registration Fee and Sponsorships
Hot Topics for RA Staff Members
Hot Topics for RA Staff Members
A Critical Time for Philanthropy’s Voice to Be Heard
If there were ever a time for philanthropy to speak with a strong voice on the issues and values it cares about, now is the time. Whenever there is a new Congress and new Presidential administration, it is a critical moment for all sectors to ensure they are being heard—philanthropy included.
Resources from Forum Annual Conference
Diversity, Equity & Inclusion Programming
Sample materials and other resources on how philanthropy-serving organizations are offering programming to their membership around these issues.
Additional speaker suggestions and event descriptions from a survey of the membership are available here
CEO Conversation: Lean, Keen, Producing Machine PSOs
Join your fellow chief executives of Lean, Keen, Producing Machine PSOs (organizations with annual budgets under $600,000) to network, learn and share with each other on how to maximize your organizations' strengths for greatest impact.
UBIT Legislation Summary Table
Reference this table for all the unrelated business income tax (UBIT) legislation currently introduced in the 116th Congress.
Roles of Philanthropy-Serving Organizations in the 2020 Census
An overview of the role of Philanthropy Serving Organizations in the 2020 Census from United Philanthropy Forum.
2019 Family Philanthropy Conference
Join Southern California Grantmakers for their Family Philanthropy conference in Los Angeles, CA on Thursday, June 20, 2019 at The California Endowment Center for Healthy Communities.
#FOTH18 Delegation Captain Webinar: February 2018
We will use these monthly webinars to calls to discuss FOTH participant recruitment, programming, meetings on the Hill and other logistics including the latest policy updates and key talking points.
FOTH 2015 Participant Call
Grantmakers Welcome
Join us for a pre-FOTH prep call for participants of Foundations on the Hill. The call agenda and recording are available below.
FOTH 2015 Delegation Captain Call #2
Forum Policy Playbook: November Edition
The November 2017 edition of the Forum Policy Playbook focuses on taking policy positions and creating a legislative agenda. We look at the common traits of successful legislative agendas; comment on the benefits of having a process in place to consider expedited approval of policy positions; and share samples from members that are engaging in this work.
ValuesAdvisor
August Recess Guide 2019
United Philanthropy Forum's 2019 August Recess Guide contains information for PSOs to make the most out of the August recess, including ideas for engaging members of Congress, meeting tips, talking points on key policy issues, and more.