Member Recruitment Letters and Other Tools
A collection of sample member recruitment letters and other tools.
- resource provided by the Forum Network Knowledgebase.
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A collection of sample member recruitment letters and other tools.
The Forum's handbook of tools and resources for giving circle host organizations, including tools for deciding whether to host a giving circle, key questions to ask and a checklist of giving circle and host duties.
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.
United Philanthropy Forum’s Charitable Act Engagement Toolkit is designed to assist member-PSOs with the promotion of the Philanthropy Day of Action and to guide PSOs and their members’ advocacy efforts on October 4th in support of the Charitable Act.
United Philanthropy Forum's 2022 Congressional August Recess Guide contains information for PSOs to make the most out of the August recess, including ideas for engaging members of Congress, meeting tips, talking points on key policy issues, and more.
Each conference attendee received a copy of the following in their participant packet.
"Co-Creation" is a case study about the Connecticut Early Childhood Funder Collaborative, a project of the Connecticut Council for Philanthropy. The case study examines co-creation, an emerging systems change collaboration model which grew out of a funder-and-state partnership. This unique partnership led to the creation by executive order of a new and independent Office of Early Childhood, which was formally approved by the Connecticut State Legislature in 2013. The companion piece, "Taking on New Roles to Address 21st Century Problems," looks at co-creation from the perspective of a regional association of grantmakers.
See how other philanthropy-serving organizations communicate the wrap-up of a year's worth of activities.
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.
Report generated by the U.S. Department of Education following six official consultations with tribal leaders and American Indian educators across the country in 2010.
Resources from a concurrent session during the 2019 Forum Annual Conference in Cleveland, OH that featured representatives from The Giving Practice and Southern California Grantmakers who discussed the release of the long-awaited PSO Field Guide that provides stories of victory and defeat and details on the equipment necessary for successful partnerships and collaborations among PSOs and partners.
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.
The COVID-19 crisis has created a moment of hyper-uncertainty for social sector organizations. No one knows how the future will unfold, but the tools of scenario planning can help social sector leaders better prepare their organizations for the different, possible futures that may unfold.
Compilation of examples of how national and regional philanthropy-serving organizations are using communication guidelines to reinforce consistency within their organization.
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.
We’ll kick off the conference by hearing from Jamie Merisotis, a globally recognized leader in philanthropy, higher education and public policy.
The COVID-19 Crucible: How Philanthropy-Serving Organizations Responded to the Pandemic and Are Adapting in a New Landscape.