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Forum members share continuity plans that they use for their organization or share information relating to it. Responses are compiled below by known organizations.
Compilation of examples of how national and regional philanthropy-serving organizations are spotlighting the work and voice of their members in their communications.
In 2011, Philanthropy New York launched a campaign to effectively communicate with their members around a proposed dues increase.
A collection of sample letters developed by regional associations to announce a dues increase.
Low levels of diversity in the senior ranks of foundations have proven to be a stubborn challenge for the field of philanthropy. A report by Forward Change takes an important step toward a deeper understanding of the career pathways of professionals of color in philanthropy—how they enter foundations, how they advance across their careers, and what factors affect their advancement within the sector.
A change in executive leadership is inevitable for all organizations and can be a very challenging time. Below are sample succession plans developed by PSOs across the country to address an eventual permanent change in leadership – either planned or unplanned - to ensure the stability and accountability of the organization until such time as new permanent leadership is identified.
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.
This guide provides resources to help you and your members connect with your legislators during the 2017 abbreviated congressional August recess.
"Co-Creation" is a case study about the Connecticut Early Childhood Funder Collaborative, a project of the Connecticut Council for Philanthropy. The case study examines co-creation, an emerging systems change collaboration model which grew out of a funder-and-state partnership. This unique partnership led to the creation by executive order of a new and independent Office of Early Childhood, which was formally approved by the Connecticut State Legislature in 2013. The companion piece, "Taking on New Roles to Address 21st Century Problems," looks at co-creation from the perspective of a regional association of grantmakers.
A collection of sample welcome letters or packets sent by philanthropy-serving organizations to new members or new staff at existing members.
A collection of sample member recruitment letters and other tools.
Released by the University of Nebraska at Omaha, United Philanthropy Forum, and the Center on Philanthropy at Indiana University, “The Impact of Giving Together” specifically examines the impact of giving circles on members’ giving and civic engagement.
Sample regional and national philanthropy-serving organization job descriptions for presidents, CEOs, and executive directors.
See how other philanthropy-serving organizations communicate the wrap-up of a year's worth of activities.
The PolicyWorks Starter Kit has been created for use by the PolicyWorks Community of regional associations of grantmakers who have made a commitment to growing their capacity and increasing their work in government relations and public policy work.