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Our Members
Our members are regional and national philanthropy-serving organizations (PSOs) that work in many important ways to strengthen, advance, lead, inform and support the philanthropy sector. They are membership associations, networks and other types of organizations that focus on a specific geographic region, funding issue(s), population group, philanthropic practice, and/or type of funder.
Why We Need the American Community Survey
A leave behind for meetings with Congress on the importance of the American Community Survey (ACS).
A Guide for Engagement During the 2017 Congressional August Recess
This guide provides resources to help you and your members connect with your legislators during the 2017 abbreviated congressional August recess.
Board Dashboards
Sample visuals used by RAs to report on metrics to boards including member engagement, programs, and services.
Public Policy Portfolio: Policy Decision Filter
The Forum's Public Policy Portfolio includes a decision filter for members to use when considering whether and what action to take regarding a public policy issue.
CGC JEC Statement on Charitable Giving
Charitable Giving Coalition submitted a letter to the Joint Economic Committee in regards to a June 9, 2020 hearing, "Supporting Charitable Giving During the COVID-19 Crisis."
Charitable Giving Coalition Letter to Ways and Means Committee Members
The Charitable Giving Coalition sent this letter to all members of the House Ways and Means Committee. The Charitable Giving Coalition (CGC), a coalition of associations representing thousands of charitable and faith-based organizations across the country, strongly supports the enactment of a universal charitable deduction.
Program Design Tools
See examples from other PSOs on what they are using to guide this process.
2015 Forum Annual Meeting Resources
“Good Guest / Good Host” Protocol and Best Practices
How can PSOs interact more effectively when planning an event in another's region or area of expertise? Find suggested best practices and activities to follow.
Foundation Chief Executive Evaluation Form
Dues Increase Renewal Letters
A collection of sample letters developed by regional associations to announce a dues increase.
Share Your Story: It’s Been A Long Year Without You My Friends, Let Me Tell You All About It Now that We’re Here Again
RA Board Public Policy Protocols
Sample Communications Plans, Goals & Templates
Sample communications plans, goals, email templates and marketing calendars used by philanthropy-serving organizations to guide their communications work.
The Value of Relationships Between State Regulators and Philanthropy
News Release: Keep Partisan Politics Out of the Charitable Sector
A broad, nationwide coalition of 501(c)(3) organizations, made up of charitable nonprofits, including religious institutions, philanthropy serving organizations, and foundations, delivered a clear message to Congress: maintain the current law that protects nonprofit organizations from being hounded for partisan political contributions and endorsements.
PEAK Grantmaking Workshop Partnership Opportunities
PEAK Grantmaking is pleased to offer individual or organization membership and also will provide training and workshops for your members.
Disaster Resilience, Relief, and Recovery Interviews: Philanthropy Serving Organizations
Northern California Grantmakers’ Manager, Regional Vibrancy and Sustainability interview a selection of philanthropy-serving organizations between November 2016 – March 2017 to understand how PSOs have been involved in responding to disasters (natural or man-made community disasters).