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A collection of resources from PSO state advocacy days including agendas, schedules, and descriptions.
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.
Resources developed by the Charitable Giving Coalition, the Forum, Council on Foundations, and regional philanthropy networks around protecting the Charitable Deduction. These include FAQs, infographics, talking points, position statements, op-eds, and other sample articles.
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 The documents resulting from that process are presented here for historical reference.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.
More than 33 PSO organizations signed onto a letter opposing the addition of a citizenship question to the 2020 census.
The Forum conducted a scan of regional and national philanthropy-serving organizations (PSOs) in February through May 2018 to get a more comprehensive understanding of PSOs’ current work and future needs to advance racial equity in philanthropy. The scan reflects the input of 43 regional and national PSOs that participated in the scan survey and/or the scan interviews, representing more than half of the Forum’s membership...
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
Sample job descriptions or announcements for positions involving programming or grantmaker education responsibilities.
Resources from a concurrent session during the 2019 Forum Annual Conference in Cleveland, OH that featured representatives of Luminare Group and Director, Equitable Evaluation Initiative discussing what is happening with Equitable Evaluation.
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.