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Forum Listserv Policy

May 2024

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

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United Philanthropy Forum

Code of Conduct

April 2024

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

Source:
Forum Member

Internal Controls and Efficiencies

March 2024

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.

Source:
Forum Member

3rd Party Compensation Review

February 2024

Listserv compilation about firms that can serve as a 3rd party compensation review for PSOs.

Source:
Forum Member

Leading With Internal Equity: The Case Story of Hispanics in Philanthropy

November 2023

The story of Hispanics in Philanthropy’s racial equity journey offers an example of prioritizing deep work within the organization. By strengthening equity internally, HIP seeks to live its values and build an organizational culture and practices that support and reflect its external equity work.

Source:
United Philanthropy Forum

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