Welcome Letters, Packets, and Emails to New Members
A collection of sample welcome letters, packets, or emals sent by philanthropy-serving organizations to new members or new staff at existing members.
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The Power of Rural Philanthropy
Publication date:
03/2005
A report commissioned in 2005 by the Forum of Regional Associations of Grantmakers that examines trends in rural philanthropy-building.
2017 Key Metrics for Philanthropy-Serving Organizations- Full Report
Publication date:
11/2017
Our first-ever 2017 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.
Materials on Policy Briefings for Members
Sample materials from regional associations developed to engage their members in policy issues. Materials range from webinar invites to one-pager info sheets covering topics such as the Charitable IRA Rollover, education reform, and mental health reform.
Philanthropy + Policy Update: May 5, 2023
Release Date:
05/05/2023
... state and local tax (SALT) deductions. Indiana, Kentucky, West Virginia, and Montana have all enacted or proposed a ...
Policy Update: July 10, 2019
Release Date:
07/10/2019
... Resources Come Home Award Program Legislation Philanthropy West Virginia and the Council of Michigan Foundations are ...
Policy Update: November 20, 2018
Release Date:
11/20/2018
... Philanthropy Northwest and Paul Daugherty of Philanthropy West Virginia for providing their insights, expertise, and ...
2021 Key Metrics for Philanthropy-Serving Organizations- Full Report
Publication date:
12/2021
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.
2018 Key Metrics for Philanthropy-Serving Organizations- Full Report
Publication date:
10/2018
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.
Sponsorship Packages for Large Events
Publication date:
04/2014
The compiled responses from a March 19, 2014 query regarding sponsorship packages for large events such as signature programs and annual conferences.
Public Policy Update: December 9, 2022
Release Date:
12/09/2022
... future revenue-raising easier. On the defensive front, West Virginia scored a major victory where an attempt to ... the ballot in order to cut taxes in session next year. The West Virginia Center on Budget & Policy mobilized for a year, ...
2016 Forum Annual Conference Speakers
Publication date:
06/2016
... Subsequently he worked in professional theatre in the West End and internationally, as well as in TV, and then ... of the Board. Doug is a graduate of Purdue University in West Lafayette, Ind., with a BS in Industrial Technology. ...
Census Equity Fund Request for Proposals -3rd Round
Publication date:
07/2019
The national Democracy Funders Collaborative Census Subgroup shared the Request for Proposals (RFP) for the Census Equity Fund. The Fund supports census preparation and outreach in regions with high proportions of historically undercounted populations and fewer philanthropic resources.
Knowledgebase
Equity: Is Your Foundation Ready to Invest in Building Opportunity for All?
Research shows that one of the greatest impediments to a prosperous future for all of Michigan's people is unequal access to resources. To help foundation leaders and their boards begin essential conversations about marginalized populations and determine the extent to which their organization's culture and grantmaking practices are aligned with a commitment to expanding opportunity in the communities they serve, CMF developed this discussion guide and self-assessment.
Member Surveys on Policy Work
Publication date:
08/2012
Sample member surveys from regional associations on public policy work.
Corporate Foundation Programming
Sample materials and event descriptions of programming for Corporate Foundations.
Mac vs. PC
Publication date:
06/2011
Compiled responses from a June 2, 2011 listserve query regarding the use of Macs vs. PCs as the primary computers used by regional associations.
Dues Increase Renewal Letters
A collection of sample letters developed by regional associations to announce a dues increase.
Member Benefits Lists
Ever wonder what benefits other regional associations offer to their members? The Forum maintains a collection of regional association member benefits which can be used for benchmarking and generate ideas for new offerings.
Member Satisfaction Surveys
A collection of philanthropy-serving organization member needs and satisfaction surveys.