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2021 Key Metrics for Philanthropy-Serving Organizations- Full Report
The 2021 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.
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.
2018 Key Metrics for Philanthropy-Serving Organizations- Full Report
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.
The Value of Relationships Between State Regulators and Philanthropy
Giving Studies
The following Giving Studies were produced by regional associations to report on organized giving in their service areas, identify and understand the impact and matters of philanthropy, and provide a broad picture of a region's private charitable resources.
Conference Agendas and Brochures
Explore brochures and agendas from past conferences and annual meetings.
2023 Key Metrics for Philanthropy-Serving Organizations- Full Report
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). The full report is accessible to our members.
Learning to Ride the Wave: Adaptive Business Modeling for Philanthropy-Serving Organizations
Developed by The Giving Practice (TGP) in partnership with United Philanthropy Forum and Northern California Grantmakers, this guide shares seven practices and 12 tools for philanthropy-serving organizations (PSOs) who seek effective ways to mobilize resources to sustain their organization’s work
From Insight to Action: New Directions in Foundation Evaluation
The Impact of Giving Together: Giving Circles’ Influence on Members’ Philanthropic and Civic Behaviors, Knowledge, and Attitudes
Released by the University of Nebraska at Omaha, United Philanthropy Forum, and the Center on Philanthropy at Indiana University, “The Impact of Giving Together” specifically examines the impact of giving circles on members’ giving and civic engagement.
Member Satisfaction Surveys
A collection of philanthropy-serving organization member needs and satisfaction surveys.
Rural Philanthropy: Leading Tactics
KM Initiative Planning Documents
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.