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Investment & Reserve Policies
A collection of sample PSO financial policy guidelines for reserve funds.
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A collection of sample PSO financial policy guidelines for reserve funds.
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Letter from a group of members of the Charitable Giving Coalition, including the Forum, asking Congress to include DAFs in relief legislation.
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On March 7, a bi-partisan group of 11 members of the U.S. House of Representatives Committee on Ways and Means signed a letter regarding donor-advised funds. In a "Dear Colleague" letter to their fellow lawmakers, the members express concerns about proposals that would restrict DAFs, as well as private foundations, such as the ACE Act, S. 1981/H.R. 6595.
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A key policy issue for the Forum is the Universal Charitable Deduction.
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The story of Wisconsin Philanthropy Network’s racial equity journey highlights the importance of creating shared language and understanding to deepen Board and member engagement in advancing racial equity strategies.
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PEAK Grantmaking’s racial equity journey is a story of balancing broad efforts to advance equity across philanthropy with an internal equity journey. Interviews with seven insiders (leaders, staff, and board members) at PEAK shed light on how the organization is evolving, grappling with tensions, and seeking to live its values.
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The story of Northern California Grantmakers’ racial equity journey provides a roadmap for setting racial equity as the ‘North Star’ and how to operationalize organization-wide racial equity practices.
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This report benchmarks the progress of the Forum’s PSO members on advancing racial equity. In doing so, this report helps shed light on the internal and external racial equity strategies being undertaken across the larger PSO field. We also offer a summary of the successes and challenges PSOs face in designing and implementing racial equity efforts for further reflection and action.
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The 2023 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs).
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