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Internal Controls and Efficiencies
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.
Resource
2023 Key Metrics for Philanthropy-Serving Organizations
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).
Resource
The COVID-19 Crucible
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.
Resource
Our Continued Commitment to Racial Equity
Advancing racial equity, diversity, and inclusion in philanthropy is a key pillar of work and core strategic priority at the Forum. We have released a statement, signed by many of our members, to express this continued commitment.
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Racial Equity Case Stories
The case stories capture the wide range of experiences of PSOs across varying geographic regions and organizational size and breadth of focus. Forum PSO member organizations reflected and shared their internal and external racial equity journeys through one-on-one, in-depth interviews conducted with various staff members.
Page
ForumNation Podcast
ForumNation was a podcast of United Philanthropy Forum, where we interviewed amazing philanthropy leaders that we want more people to know about.
Resource
Leading With Internal Equity: The Case Story of Hispanics in Philanthropy
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.
Resource
Investment & Reserve Policies
A collection of sample PSO financial policy guidelines for reserve funds.
Blog
Our Commitment to Advancing Racial Equity Remains Steadfast
As he approaches his retirement in a few months, Forum President & CEO David Biemesderfer will be sharing some parting reflections about the Forum’s work in a series of blog posts. This is the first post in the series.