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The Forum's listserv policy including general and legal guidelines, rules of etiquette, and how to instructions.

Listserv compilation from a query about how PSOs may track first-year membership renewal rates and how it's calculated and tracked in CRM.

A benchmarking tool around membership for PSOs. As a google sheet, we encourage all PSOs to add your organization to the spreadsheet or update your information as needed.

Listserv compilation about a code of conduct or similar policy document for participants/members.

Listserv compilation about a set of policies/practices to guide management of budget expenditures such as authorization over a certain amount, travel policy expenditures, and general approval of invoices.

As we mark the two-year anniversary of the COVID-19 pandemic, United Philanthropy Forum has released a report to document how philanthropy-serving organizations (PSOs) have responded to the pandemic. The report looks back to detail how PSOs—the regional and national philanthropy associations and networks that comprise the Forum network—played many vital leadership roles in the philanthropy sector’s response to the pandemic.