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This study of family foundations in 2008 summarizes key findings regarding how many active family foundations are planning to spend down or exist in perpetuity (or have not yet made a decision), and examines their motivations and decision-making.
How to measure the value and results of corporate philanthropy remains one of corporate giving professionals’ greatest challenges. This report offers a review of recent measurement studies, models, and evidence drawn from complementary business disciplines as well as the social sector.
As the KM Partners transitioned from proprietary, outmoded systems to the new Drupal-Salesforce platform, we conducted a thorough discovery and vendor selection process. The documents resulting from that process are presented here for historical reference.
A broad study commissioned in 2007 by United Philanthropy Forum of the characteristics, benefits, and impact of giving circles across the country.
The power of the Forum Network is the expertise, insight, and advice that is shared among the 250+ staff nationwide. But while listserve discussions and phone conversations are useful, there is nothing like meeting face-to-face with the only people who really understand the work that you do every day. During this extended session you will get to know your colleagues as more than just voices on a conference call!
Each conference attendee received a copy of the following in their participant packet.
Speadsheet and contact information for members of the Senate Finance Committee and House Ways and Means Committee in the 116th Congress.
A collection of sample letters developed by regional associations to announce a dues increase.
Sample job descriptions or announcements for positions involving programming or grantmaker education responsibilities.
Use this resource as talking points for your Hill meetings at FOTH. The document includes suggested topics and messages to deliver to your members of Congress to ensure that all delegations are speaking with one voice about the issues that impact the sector.
The Forum's latest 990 tax form as submitted to the IRS for the 2017 financial year.
Maximizing Corporate Community Investments is a comprehensive education program for corporate giving professionals.
Compiled responses from a January 27, 2010 listserve query regarding the use of online communications to promote RA annual conferences.
This tool for staffed foundations includes an accountability self-assessment and a legal checklist. It is divided into nine topic sections, each of which is divided into three levels, which can help foundations tailor the tool to meet their specific interests and needs. Also included are an Excel spreadsheet to help tabulate responses, an extensive accountability resource list, and a glossary of key words and concepts used in the tool.
This tool for unstaffed foundations includes an accountability self-assessment and a legal checklist. It is divided into nine topic sections, each of which is divided into three levels, which can help foundations tailor the tool to meet their specific interests and needs. Also included are an Excel spreadsheet to help tabulate responses, an extensive accountability resource list, and a glossary of key words and concepts used in the tool.
Descriptions for regional associations positions involving finance, administration, or human resources.
This guide examines women's roles in philanthropy and features “how to” sections on creating and using a variety of forms of charitable giving, as well as working with professional advisers.