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Member Recruitment Plans
A collection of regional association member recruitment plans.
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.
How to Respond to Hurricane Irma
UBIT Coalition Message to Congressional Leadership
The UBIT Coalition, of which United Philanthropy Forum is a member, submitted this letter to Congressional leadership asking them to repeal the changes to UBIT, Section 512(a)(7) and its 21-percent tax on qualified transportation fringe benefits that tax-exempt employers provide to employees.
CEO Winter Gathering
We are pleased to host our first-ever one-day winter convening of the chief executives (CEOs, presidents, executive directors) of regional and national philanthropy-serving organizations (PSOs).
How to Respond to Earthquakes in Mexico and Hurricane Maria
Philanthropy + Policy Update: November 13, 2023
#FOTH2024 Check-In
Foundations on the Hill attendees can check in for the conference, get their namebadge, and learn more about #FOTH2024 and the conference hotel.
Giving Together: A National Scan of Giving Circles and Shared Giving
This 2005 study documents and describes the range and types of giving circle-related activity nationwide.
Conference Sponsorship Packages
Review the different sponsorship opportunities offered to raise money for their conferences and annual meetings.
Policy Update: The Latest Federal FY18 Budget Developments
Public Policy Update: April 23, 2020
RA Conference Comparison
Welcome Letters, Packets, and Emails to New Members
A collection of sample welcome letters, packets, or emals sent by philanthropy-serving organizations to new members or new staff at existing members.
Making the Most of Virtual Meetings #2
Census PSO Activities Tracker Q2 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.
How to Respond to Hurricane Harvey
Year in Review & Annual Reports
See how other philanthropy-serving organizations communicate the wrap-up of a year's worth of activities.
Cocktails
Enjoy a drink and light hors d'oeuvres with your Institute attendees before heading to dinner or relaxing in your hotel room.