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Guides and sample documents to help direct the process of creating a strategic plan.

Sample employee handbooks and manuals from philanthropy-serving organizations.

Bylaws are like your organization's operating manual and include rules around topics like the size of your board, roles and duties of directors and officers, process for electing directors, etc.

A collection of sample PSO financial policy guidelines for reserve funds.

Forum Comment Letter to Treasury regarding proposed regulations impacting donor-advised funds.

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.