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Better Grantmaking, Better Care, Better Outcomes for Vulnerable Populations and Communities.
Major Gifts
Find Your Regional Philanthropy-Serving Organization
Succession Plans
A change in executive leadership is inevitable for all organizations and can be a very challenging time. Below are sample succession plans developed by PSOs across the country to address an eventual permanent change in leadership – either planned or unplanned - to ensure the stability and accountability of the organization until such time as new permanent leadership is identified.
Speakers List
Conference Invitations
Explore invitations from past conferences and annual meetings.
Exit Surveys
A collection of exit surveys conducted by regional associations when a member fails to renew their membership.
Public Policy Update: February 27, 2020
2018 PolicyWorks Institute Agenda
What I Learned at the 2023 Communications Network Conference: Insights and Innovations
Family Foundation Programming
Non-Solicitation Policies
2017 Compensation & Benefits for Philanthropy-Serving Organizations- Full Report
Our first-ever 2017 Compensation & Benefits for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the employment practices of regional and national philanthropy-serving organizations (PSOs). The full report is accessible to our members.
2023 Compensation & Roles for Philanthropy-Serving Organizations - Full Report
United Philanthropy Forum’s 2023 Compensation & Roles for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the compensation practices of regional and national philanthropy-serving organizations (PSOs) and other employment practice information. The full report is accessible to our members.
Public Policy Update: July 1, 2020
FY 2018 Census Appropriations: Why Full Funding Matters
A leave behind for meetings with Congress on why full funding matters.
ASAE UBIT Coalition Sign-On Letter to Congress
Over 600 organizations from all 50 states signed on to the American Society of Association Executives’ (ASAE) letter to Representatives Neal and Brady on the House Ways and Means Committee to call for the repeal of the unrelated business income tax (UBIT) on nonprofits’ fringe benefits.
Links to Membership Information, Eligibility, & Applications
A compilation of links of membership information on each regional association's website.