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Strategic Planning Documents
Guides and sample documents to help direct the process of creating a strategic plan.
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Guides and sample documents to help direct the process of creating a strategic plan.
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Sample employee handbooks and manuals from philanthropy-serving organizations.
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Bylaws are like your organization's operating manual and include rules around topics like the size of your board, roles and duties of directors and officers, process for electing directors, etc.
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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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