In 2020 the National Center for Family Philanthropy will welcome Nick Tedesco as CEO and see the transition of founder and longtime CEO Ginny Esposito to the role of Senior Fellow. These two leaders will reflect on the past 20 years of NCFP’s work and discuss current priorities, the future of the field of family philanthropy, and the continuing role NCFP can play in thought leadership, community building, and more.
Forum Policy Alert is a time-sensitive notification for United Philanthropy Forum members covering breaking public policy issues impacting the philanthropic sector. The topic of this alert is legislation to simplify the private foundation excise tax.
Currently in its pilot phase, the Lean, Keen, Producing Machines Peer Community is for people working for Forum members that have five or less staff members.
For the first time in PSW’s history we are bringing the Annual Conference to your doorstep. Gather regionally to collectively livestream the conference and connect with other foundation leaders in one of eight Southwest cities including: Albuquerque, Denver, Fort Worth, Houston, Little Rock, Midland, Phoenix, or Tulsa. For those unable to join in-person, we have a digital streaming option for you to connect in the comfort of your own home!
Even with a professional investment advisor, foundations have a fiduciary duty to understand their portfolio and set the parameters of the investment approach. This program is for those seeking a deeper understanding of how to construct and evaluate a portfolio. It will cover how foundations should set goals for their portfolio, analysis of the 5% spending rule (and strategic use of tax carryforwards), how to calculate liquidity needs, understand performance calculations and reporting, and due diligence questions to ask.
The confusing language of Wall Street can make it challenging for both investment and non-investment professionals, foundation staff and trustees to make strong decisions about the foundation’s portfolio or even their own retirement plans. This program will pull back the curtain with an interactive primer on the different types of investments and why they perform the way they do. If terms like equity, ETF, capital call, or fixed income make your head spin, join us. No question is too basic!
Check out the latest releases from around the nonprofit sector featuring items from Africa Grantmakers Affinity Group, Asset Funders Network, Candid, CECP, Media Impact Funders, National Center for Family Philanthropy, National Committee for Responsive Philanthropy, and Native Americans in Philanthropy.
Join this webinar to hear more about where the dollars are going, what the impact is in the field, and how folks are organizing to stop the rise of hate groups and change how philanthropy gives.
Forum Policy Update is a regular update for United Philanthropy Forum members covering public policy issues impacting the philanthropic sector.
Topics in the latest update include information on Foundation on the Hill 2020, proposed changes to the food stamp program, "public charge", and the 2020 Census.
United Philanthropy Forum is pleased to announce the launch of the inaugural Racial Equity Capacity Assessment for Philanthropy-Serving Organizations (PSOs).
Join this webinar for a conversation with leaders organizing around the country to stop the ongoing criminalization and deportation of the Southeast Asian community. Speakers will discuss the political and historical contexts, the harmful impact of these deportations, address issues of community activism and education, and encourage action from philanthropy.
Join us for a conversation that helps break down these interrelated approaches. Leaders in the field will share how ballot initiatives are an integral part of issue advocacy, followed by how these measures are implemented in combination with community driven organizing through ways that lead to increased civic engagement.
Collection of technology audits RPF from philanthropy-serving organizations.
Sunday, March 8, 2020 to Wednesday, March 11, 2020
Join United Philanthropy Forum for our annual PolicyWorks Institute and Foundations on the Hill in Washington, DC, March 8-11, 2020.
Thursday, January 9, 2020 - 8:30am to 3:30pm
Join us at the Forum’s second annual one-day winter convening of the chief executives (CEOs, presidents, executive directors) of regional and national philanthropy-serving organizations (PSOs).
Compilation of examples of how national and regional philanthropy-serving organizations are spotlighting the work and voice of their members in their communications.
Forum members engaged in a listserve discussion about reccomendations for shared calendar tools to help with coordinating staff schedules within their organization.
Human rights defenders and advocates are facing an onslaught of political and humanitarian obstacles. How do we address a complex, large-scale migration crisis across Central America, Mexico, and the U.S.? The resounding answer we are hearing from our community partners and funder allies is the need to come together and share experiences and expertise as a starting-point to build adequately funded and effective strategies.
Collection of sabbatical policies from philanthropy-serving organizations.
Best practices compiled from members of the Membership Peer Community on key processes including recruitment, retention, lapsed members and utilizing members as champions for your organization.
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