This study of family foundations in 2008 summarizes key findings regarding how many active family foundations are planning to spend down or exist in perpetuity (or have not yet made a decision), and examines their motivations and decision-making.
- resource provided by the Forum Network Knowledgebase.
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How to measure the value and results of corporate philanthropy remains one of corporate giving professionals’ greatest challenges. This report offers a review of recent measurement studies, models, and evidence drawn from complementary business disciplines as well as the social sector.
Resources developed by the Charitable Giving Coalition, the Forum, Council on Foundations, and regional philanthropy networks around protecting the Charitable Deduction. These include FAQs, infographics, talking points, position statements, op-eds, and other sample articles.
As the KM Partners transitioned from proprietary, outmoded systems to the new Drupal-Salesforce platform, we conducted a thorough discovery and vendor selection process. The documents resulting from that process are presented here for historical reference.
A broad study commissioned in 2007 by United Philanthropy Forum of the characteristics, benefits, and impact of giving circles across the country.
Forum Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector. Topics in the latest update include Foundations on the Hill (FOTH) and PolicyWorks Institute, various policy proposals for charitable giving tax incentives, census 2020, and the H.R. 1 bill.
Michael McAfee, President of PolicyLink, gave this presentation on July 18, 2018, as part of a plenary session at United Philanthropy Forum’s 2018 Annual Conference in Boston focused on changing the false narratives told in our country about communities of color. McAfee urged participants to stop changing the narrative, to see his narrative and to stop being afraid of the narrative.
This report from Pantheon profiles 8 Amazing Drupal Launches, including the Forum's Salesforce-Drupal Platform.
Many philanthropy-serving organizations offer a training program or series for philanthropy professionals who are new to the field or are looking to update their skills and knowledge.
In this plenary session we’ll explore how regional and national philanthropy-serving organizations can use a network approach to leverage the effectiveness of our collective work.
We are experiencing a dramatic change in the practice of philanthropy, including the tremendous growth and interest among foundations in employing a wide range of financial strategies to achieve their philanthropic goals. How are regional associations both taking a leadership role in impact investing and equipping themselves to be responsive to members’ questions and needs? This session will provide a brief overview of impact investing from the national perspective, along with specific examples of how regional associations are approaching this work with their membership. In direct response to Forum member surveys, the session will also touch briefly on pay for success, investing in social entrepreneurship, and mission investing to complement your grantmaking. You will leave the session with resources and ideas to help you continue the learning both on your staff and on behalf of your members.
A compilation of links of membership information on each regional association's website.
Sample job descriptions or announcements for positions involving programming or grantmaker education responsibilities.
The 2018 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). The full report is accessible to our members.
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.
The report shows an employment rate of only 30% for people with disabilities (PWD), ages 16 – 65. Importantly, the research revealed a wide variation of the employment rate from county to county for people with disabilities. This was not true for workers without disabilities. The research was funded by a grant from The Able Trust, to obtain a benchmark employment rate for those they serve, as a primary gauge of the success of programs that The Able Trust funds, and as a measure of the outcomes of the combination of services offered through private and public organizations in the state to increase employment opportunities and actual employment for Floridians with disabilities.
A spreadsheet of the compiled responses from a November 18, 2013 query regarding regional association newsletter content and formatting.
New Ventures in Philanthropy, an initiative of United Philanthropy Forum, was a bold and innovative experiment to grow new philanthropic giving across the United States and to capture for charitable purposes the enormous transfer of wealth that was predicted to occur over the subsequent decades.
The audited financial statements that include the statement of financial position as of December 31, 2018, and the related statements of activities and change in net assets, functional expenses and cash flows, and the related notes to the financial statements, as prepared by Clark Schaefer Hackett.
As community foundations from coast to coast commemorate centennial anniversaries, regional associations have an opportunity to champion place-based philanthropy by celebrating their community foundation members.These materials use the occasion of the community foundation field’s 100th anniversary to promote the good work of members in a fresh, timely way.