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PSO Bylaws

April 2024

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.

2023 Key Metrics for Philanthropy-Serving Organizations

December 2023

The 2023 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs). 

2023 Key Metrics for Philanthropy-Serving Organizations - Full Report

December 2023

The 2023 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs). 

California DAF Legislation

January 2020

Earlier this month, the Forum submitted a letter to the California General Assembly’s Judiciary Committee in opposition to Assembly Bill 1712. This bill would require the Attorney General to develop reporting regulations related to donor-advised funds (DAFs) at an account-by-account level, departing from the current practice, already in place. The fund-by-fund disclosure required by the bill would likely lead to the disclosure of donor identify and/or private donor information.

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