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Policy Update: September 11, 2019
Sample Affinity Group & Member Network Frameworks and Guidelines
Samples, examples and other resources about how PSOs strategize about, manage and resource their member networks, affinity groups, collaboratives, and additional groups.
Census PSO Activities Tracker Q1 2019
This spreadsheet provides the results of a Forum survey that asked PSOs to report their census activities and advocacy in preparation for the 2020 Census.
Supporting Critical Election Infrastructure for the Long Term
CEO & Staff Evaluations
View sample CEO evaluation, staff evaluation and self-appraisal forms for philanthropy-serving organizations.
Investing in Nonprofits’ Most Valuable Resource: The Nonprofit Workforce
Foundation Staff External Activities Policies
Board Committee Descriptions and Responsibilities
Generations of Giving
Reserve & Investment Policies
A collection of sample financial policy guidelines for reserve funds and investments from philanthropy-serving organizations.
Meeting Thank You Letter Template
Template letter to send to your Member of Congress to thank them for a meeting.
Funder Call: Defending the Equal Access Rule
During this funder call, we will hear more about the proposed rule, how philanthropy can take action during the public comment process, and the importance of LGBTQ equity in philanthropy’s work.
Communications Content Guidelines
Compilation of examples of how national and regional philanthropy-serving organizations are using communication guidelines to reinforce consistency within their organization.
Promoting Inclusion for People with Disabilities in the Workforce Helps All Workers
Using Postal Mail vs. Email
Member Recruitment Plans
A collection of regional association member recruitment plans.
RA Newsletter Samples
Public Policy Update: December 9, 2022
Member Benefits Lists
Ever wonder what benefits other regional associations offer to their members? The Forum maintains a collection of regional association member benefits which can be used for benchmarking and generate ideas for new offerings.