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.
- resource provided by the Forum Network Knowledgebase.
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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.
The Forum's handbook of tools and resources for giving circle host organizations, including tools for deciding whether to host a giving circle, key questions to ask and a checklist of giving circle and host duties.
Foundations Facilitate Diversity, Equity, and Inclusion: Partnering with Community and Nonprofits, a report by the OMG Center for Collaborative Learning, confirms that foundations can, in fact, facilitate diversity, equity, and inclusion (DEI) through their grantmaking processes and their partnerships with nonprofits—and identifies eight specific practices for foundations to emulate.
Sample public policy agendas, principles, and action plans from philanthropy-serving organizations.
The following Giving Studies were produced by regional associations to report on organized giving in their service areas, identify and understand the impact and matters of philanthropy, and provide a broad picture of a region's private charitable resources.
Sample Public Policy committee charters from PSOs.
The Regional Association Characteristics Report is the result of an annual survey of all member regional associations. It allows you to compare your regional association to other regional associations across the country on a variety of topics such as...
Developed by The Giving Practice (TGP) in partnership with United Philanthropy Forum and Northern California Grantmakers, this guide shares seven practices and 12 tools for philanthropy-serving organizations (PSOs) who seek effective ways to mobilize resources to sustain their organization’s work
The Forum's latest 990 tax form as submitted to the IRS for the 2019 financial year and other 990 tax forms from previous years.
Sample materials from regional associations developed to engage their members in policy issues. Materials range from webinar invites to one-pager info sheets covering topics such as the Charitable IRA Rollover, education reform, and mental health reform.
Maximizing Corporate Community Investments is a comprehensive education program for corporate giving professionals.
Sample handouts and leave behind packets developed for Foundations on the Hill.