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CEO Conversation: Lean, Keen, Producing Machine PSOs
Policy Update: March 27, 2019
CECP Giving in Numbers: 2015 Edition
Communications Content Guidelines
Compilation of examples of how national and regional philanthropy-serving organizations are using communication guidelines to reinforce consistency within their organization.
TFN’s Inclusive Economies 2021 Virtual Meeting: Policy, Power & People
Advancing Racial and Gender Equity Through the Tax Code Funder Convening
PSO Operations Positions
Descriptions for positions involving finance, administration, or human resources at philanthropy-serving organizations.
Measuring Value, Enhancing Impact, A Practitioner's Guide to Leading Corporate Philanthropy
This document offers an agenda for corporate practitioners to align and engage their efforts with that of their core business and to use new resources and ideas to enhance their company’s positive impact on society.
A Guide for Engagement During the 2017 Congressional August Recess
United Philanthropy Forum's Form 990
The Forum's latest 990 tax form as submitted to the IRS for the 2022 financial year and other 990 tax forms from previous years.
National Philanthropy-Serving Organizations
Anchor Institution, Community Revitalization and the Role of Philanthropic Leadership
Resources from a concurrent session during the 2019 Forum Annual Conference in Cleveland, OH that featured representatives of Cleveland and Baltimore discussing the Evergreen Cooperative, Baltimore Integration Project and the Greater University Circle Neighborhood Initiatives as examples of collective leadership and anchor institutions that have made real change in struggling communities.
RA Newsletter Samples
Board Committee Descriptions and Responsibilities
Year in Review & Annual Reports
See how other philanthropy-serving organizations communicate the wrap-up of a year's worth of activities.
PSO Programming Positions
Sample job descriptions or announcements for positions involving programming or grantmaker education responsibilities.
New CEO Convening
Member Recruitment Plans
A collection of regional association member recruitment plans.
Member Services Positions
A collection of job descriptions for membership related positions at philanthropy-serving organizations.