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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.

A key policy issue for the Forum is Donor-Advised Funds.

A key policy issue for the Forum is the Farm Bill.

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.

How do philanthropy-serving organizations (PSOs) partner together on programming? These partnerships take place along a continuum with varying levels of time and resource commitment.