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Rural Philanthropy: Leading Tactics
Reserve & Investment Policies
A collection of sample financial policy guidelines for reserve funds and investments from philanthropy-serving organizations.
Rural Philanthropy
Drupal-Salesforce Platform Memorandum of Agreement 2019
The Forum and its members recognized and responded to the need to plan for enhancements to its systems that take advantage of technology advances. This Memorandum of Agreement renews and expands the commitment of partners to undertake these enhancements collaboratively and to clarify collaborative governance and cost-sharing.
Public Policy Update: October 22, 2020
A Handbook for Giving Circle Hosts: Tools and Resources for Developing and Sustaining Giving Circles
The Forum's handbook of tools and resources for giving circle host organizations, including tools for deciding whether to host a giving circle, key questions to ask and a checklist of giving circle and host duties.
Grants Management Software for Community Foundations
Audio and materials developed by Council of Michigan Foundations to help Community Foundations select Grants Management Software, including the development of a functional requirement document, vendor comparison chart, staff survey, and lessons learned.
Northeast Funder Network Annual Meeting
Plenary: Philanthropy Associations & Networks Taking a Leadership Role on Complex Societal Issues
Against a backdrop of the “shrinking space” for civil society, philanthropy associations and networks play an increasingly important role in helping their members address societal issues that are complex and publicly and politically sensitive. This session will explore current challenges and lessons by reflecting on experience, based on case studies in Europe and the United States related to philanthropy's role in tackling issues arising from terrorism and migration/immigration.
Sector Letter Calls for Quarterly BLS Nonprofit Job Reports
United Philanthropy Forum joined a philanthropic and charitable sector letter to the House and Senate Appropriations Subcommittees on Labor, Health and Human Services, Education, and Related Agencies, in support of FY2024 funding for quarterly nonprofit job reports from the Bureau of Labor Statistics.
Public Policy Alert: Support the 2020 Census Deadline Extensions Act, S. 4571 Nonprofits
New Releases Roundup: June & July 2022
Breakout Session: California’s Regional Associations: A New Strategic Partnership
New Releases Roundup: September 2019
Sample Consultant Contracts
Sample consultant contracts used by philanthropy-serving organizations.
History of the Forum
Learn about the history of the Forum and its members, from the 1940s to the present.
From Insight to Action: New Directions in Foundation Evaluation
Sign CGC Letter Supporting UCD Today: Deadline Tomorrow
Year in Review & Annual Reports
See how other philanthropy-serving organizations communicate the wrap-up of a year's worth of activities.