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D5 Snapshot
New Releases Roundup: February 2021
KEY 2020 Census Milestones: Preparing to Invest in a Fair and Accurate Count
Strategic Planning Documents
Strategic planning can help philanthropy-serving organizations meet the current and future needs of the foundations they serve. Yet to be successful, a strategic plan must provide concrete goals and realistic deadlines for meeting them.
PSO Charitable Deduction Resources
Resources developed by the Charitable Giving Coalition, the Forum, Council on Foundations, and regional philanthropy networks around protecting the Charitable Deduction. These include FAQs, infographics, talking points, position statements, op-eds, and other sample articles.
New Forum Partnership with Foundation Center Will Deliver Data, Research, and Tools
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
Growing Economies in Indian Country: Taking Stock of Progress and Partnerships A Summary of Challenges, Recommendations, and Promising Efforts
This report summarizes challenges to economic and business development in Native American communities. These challenges were identified during the 2011 Growing Economies in Indian Country: Taking Stock of Partnerships and Progress (GEIC) workshop series. This report also offers key recommendations, best practices, and promising efforts shared by the GEIC workshop participants and informed by several studies and reports issued over the last several years that pertain to the challenges and barriers.
The Power of Partnership: Cutting-edge Partnerships, Decades in the Making
Glossary of Philanthropic Terms
Letters of Support Policy
Program Design Tools
See examples from other PSOs on what they are using to guide this process.
New Releases Roundup: March 2021
Proposal Review and Evaluation Guidelines
Sample proposal review and evaluation guidelines from foundations across the country.
Journey Toward Racial Equity Report: Year 2
Forum and Bipartisan Policy Center Create Partnership to Tackle Critical Policy Issues
Plenary Session: Innovation Lab: Strategic Partnerships
Co-Creation: Viewing Partnerships Through A New Lens
"Co-Creation" is a case study about the Connecticut Early Childhood Funder Collaborative, a project of the Connecticut Council for Philanthropy. The case study examines co-creation, an emerging systems change collaboration model which grew out of a funder-and-state partnership. This unique partnership led to the creation by executive order of a new and independent Office of Early Childhood, which was formally approved by the Connecticut State Legislature in 2013. The companion piece, "Taking on New Roles to Address 21st Century Problems," looks at co-creation from the perspective of a regional association of grantmakers.