Investment & Reserve Policies
A collection of sample PSO financial policy guidelines for reserve funds.
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Peer Community
A collection of sample PSO financial policy guidelines for reserve funds.
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.
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).
This is a recording of a live demo from the KM Collaborative's November 10, 2021 Office Hours.
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