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Philanthropy + Policy Update: June 2, 2023
Year in Review & Annual Reports
See how other philanthropy-serving organizations communicate the wrap-up of a year's worth of activities.
LOCUS Impact Investing- Transfer of Wealth
Interested in measuring, capturing and investing your local Transfer of Wealth? Commission a Transfer of Wealth study with LOCUS and receive discounted research services to include local assessments and customized consulting.
Family Foundation Programming
Corporate Foundation Programming
Sample materials and event descriptions of programming for Corporate Foundations.
Best RA Programs
Compiled responses from a October 14, 2010 listserve query regarding ideas for RA programming.
CGC Sign On Letter in Support of the Charitable Act
The Charitable Giving Coalition's (CGC) sign on letter in support of the Charitable Act.
Communications Content Guidelines
Compilation of examples of how national and regional philanthropy-serving organizations are using communication guidelines to reinforce consistency within their organization.
Leveraging Limited Dollars
Public Policy Update: November 11, 2022
Forum Public Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector. This issue is for November 11, 2022.
Congressional Recess Guide 2023
United Philanthropy Forum's 2023 Congressional Recess Guide contains information for PSOs and their member advocates to make the most out of the Congressional recess period, including ideas for engaging members of Congress, meeting tips, talking points on key policy issues, and more.
Paycheck Protection Program and Health Care Enhancement Act
Bill text of Phase 3.5 of COVID-19 legislation, the PPP and Health Care Enhancement Act, passed by the Senate on April 21, 2020.
Census Equity Fund Request for Proposals -3rd Round
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.
A Handbook for Giving Circle Hosts: Tools and Resources for Developing and Sustaining Giving Circles
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.
A Guide for Engagement During the 2017 Congressional August Recess
This guide provides resources to help you and your members connect with your legislators during the 2017 abbreviated congressional August recess.
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.
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.