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Reserve & Investment Policies
A collection of sample financial policy guidelines for reserve funds and investments from philanthropy-serving organizations.
Public Policy Update: November 11, 2022
CECP Giving in Numbers: 2015 Edition
Tribal Leaders Speak: The State of Indian Education, 2010
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.
2022 FOTH Materials
Forum members share 2022 FOTH materials. Responses are compiled below by known organizations.
From Insight to Action: New Directions in Foundation Evaluation
The COVID-19 Crucible
The COVID-19 Crucible: How Philanthropy-Serving Organizations Responded to the Pandemic and Are Adapting in a New Landscape.
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.
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
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.
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 The documents resulting from that process are presented here for historical reference.