Year in Review & Annual Reports
See how other philanthropy-serving organizations communicate the wrap-up of a year's worth of activities.
- resource provided by the Forum Network Knowledgebase.
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See how other philanthropy-serving organizations communicate the wrap-up of a year's worth of activities.
A collection of sample financial policy guidelines for reserve funds and investments from 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
Each conference attendee received a copy of the following in their participant packet.
An April 2008 analysis by the Forum of the relationship between giving circles and their host organizations; accompanies a handbook of tools for considerations when hosting a circle.
We all strive to provide informative, thought-provoking, engaging and well-attended programming that also provides an opportunity for participants to make connections with their peers. But this is easier said than done. This session will explore three case studies from your PSO colleagues, who will share not only successes and lessons learned but also their challenges and failures.
Come Home Awards Concepts for Implementation from Philanthropy West Virginia.
Template letter for a nonrenewing member of the Donors Forum.
Sample job descriptions for President and CEO or Executive Director positions at community foundations.
Sample communications from philanthropy-serving organizations with members about how they can better engage with the organization and get the most out of their membership.
Forum statement of record submitted to Homeland Security and Governmental Affairs Committee of the United States Senate, regarding May 2, 2023 hearing: "Improving Access to Federal Grants for Underserved Communities."
Talking points to address census appropriations for FY 2017 and FY 2018 in the skinny budget proposed by the Trump Administration. These talking points are helpful for informing members of Congress, their staff, and coalition partners about what’s at stake with this budget proposal.