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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.
Communications Content Guidelines
Compilation of examples of how national and regional philanthropy-serving organizations are using communication guidelines to reinforce consistency within their organization.
Breakfast & Networking Roundtables: The Kitchen Sink
- Essentials of Creating Best-in-Class Corporate Community Involvement Programs Sponsored by Changing Our World
- Dealing With Difficult Employees (While Keeping Your Sanity) Sponsored by HR Strategy Group
- Organizing around a Shared Result: How Regional Associations Can Support Collective Action on Grade-Level Reading ...
Grantmaking at the Crossroads: An Intersectional Approach
Grantmaking at the Crossroads is a workbook designed to provide foundations with a new grantmaking methodology that works at the intersection of place, population, and issue.
2014 Conference Participant Packet
Each conference attendee received a copy of the following in their participant packet.
Continuity Policy
Forum members share continuity plans that they use for their organization or share information relating to it. Responses are compiled below by known organizations.
RA Newsletter Samples
2017 Forum Annual Conference Speakers
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.
Disaster Preparedness for Regional Associations
Case Studies for PSO Policy Work
Case studies from philanthropy-serving organizations that articulate why grantmaker members should engage in public policy work.
PSO Public Policy and Advocacy Agendas
The Forum's public policy staff compiled this resource page featuring member policy and advocacy agendas to help coordinate and inform the work of the District to D.C. Advocacy Network.
2022 FOTH Materials
Forum members share 2022 FOTH materials. Responses are compiled below by known organizations.
Philanthropy Amicus Brief on Census Citizenship Question
30 foundations and philanthropy serving organizations (PSOs), including United Philanthropy Forum and eight Forum members, signed an amicus curiae brief that was submitted to the Supreme Court in support of removing the citizenship question from the 2020 Census.
Philanthropic Paths: An Exploratory Study of the Career Pathways of Professionals of Color in Philanthropy
Low levels of diversity in the senior ranks of foundations have proven to be a stubborn challenge for the field of philanthropy. A report by Forward Change takes an important step toward a deeper understanding of the career pathways of professionals of color in philanthropy—how they enter foundations, how they advance across their careers, and what factors affect their advancement within the sector.
Growing Economies in Indian Country: Taking Stock of Progress and Partnerships A Summary of Challenges, Recommendations, and Promising Efforts
This report summarizes challenges to economic and business development in Native American communities. These challenges were identified during the 2011 Growing Economies in Indian Country: Taking Stock of Partnerships and Progress (GEIC) workshop series. This report also offers key recommendations, best practices, and promising efforts shared by the GEIC workshop participants and informed by several studies and reports issued over the last several years that pertain to the challenges and barriers.
Board Self-assessment
Foundations on the Hill: Leave Behind Policy Packets
Sample handouts and leave behind packets developed for Foundations on the Hill.
Communicating the Value of Membership
Many philanthropy-serving organizations create value of membership documents or value proposition statements to help showcase what organizations will get out of becoming a member of that PSOs. The techniques and tactics vary across the network.