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Journey Toward Racial Equity Report: Year 2
Giving Studies
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.
Strengthening Democracy, Increasing Opportunities: Impacts of Advocacy, Organizing and Civic Engagement
This research documents how 15 nonprofit organizations in Los Angeles County and their allies leveraged foundation grants to secure nearly $91 of benefit for every dollar spent for Los Angeles citizens.
Public Policy Update: April 23, 2020
Value of Forum Membership and Ask to Renew in 2021
Policy Update: September 11, 2019
Learning to Ride the Wave: Adaptive Business Modeling for Philanthropy-Serving Organizations
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
Sample Foundation Investment Policy
Public Policy Update: June 25, 2021
Anchor Collaboratives: Building Bridges With Place-Based Partnerships and Anchor Institutions
The Democracy Collaborative’s report Anchor Collaboratives: Building Bridges with Place-Based Partnerships and Anchor Institutions discusses the role of anchor institutions and collaboratives in leveraging the power of their economic assets to address social and economic disparities and to revitalize local communities.
Document Retention Policies
Sample document retention policies from philanthropy-serving organizations.
Foundations Facilitate Diversity, Equity, and Inclusion: Partnering with Community and Nonprofits
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.
Anchor Institution, Community Revitalization and the Role of Philanthropic Leadership
Resources from a concurrent session during the 2019 Forum Annual Conference in Cleveland, OH that featured representatives of Cleveland and Baltimore discussing the Evergreen Cooperative, Baltimore Integration Project and the Greater University Circle Neighborhood Initiatives as examples of collective leadership and anchor institutions that have made real change in struggling communities.
The COVID-19 Crucible
The COVID-19 Crucible: How Philanthropy-Serving Organizations Responded to the Pandemic and Are Adapting in a New Landscape.
Public Policy Update: September 10, 2020
Member Recruitment Letters and Other Tools
A collection of sample member recruitment letters and other tools.
Census FY 2020 Appropriations Update 6-17-19
Prepared by The Leadership Conference, this fact sheet provides an update on the FY 2020 appropriations process for funding the 2020 Census.
Recommended FY 2020 Appropriations for 2020 Census
Prepared by Terri Ann Lowenthal, this fact sheet provides information on the FY 2020 appropriations process for funding the 2020 Census.
Funder Census Initiative - FY 2020 Appropriations Update 05-21-19
Prepared by Terri Ann Lowenthal, this fact sheet provides an update on the FY 2020 appropriations process for funding the 2020 Census.