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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.
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2023 Compensation & Roles for Philanthropy-Serving Organizations - Full Report
United Philanthropy Forum’s 2023 Compensation & Roles for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the compensation practices of regional and national philanthropy-serving organizations (PSOs) and other employment practice information.
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Public Policy Portfolio: Policy Decision Filter
The Forum's Public Policy Portfolio includes a decision filter for members to use when considering whether and what action to take regarding a public policy issue.
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Public Policy Portfolio: Glossary
The Forum's Public Policy Portfolio includes a glossary of key terms for public policy and advocacy.
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California DAF Legislation
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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Congressional Recess Guide 2023
United Philanthropy Forum's 2023 Congressional Recess Guide contains information for PSOs and their member advocates to make the most out of the Congressional recess period, including ideas for engaging members of Congress, meeting tips, talking points on key policy issues, and more.
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Legacy IRA Legislation Summary
A high-level summary of the recently pass Legacy IRA Provisions in Secure 2.0, some key messages/talking points, and general FAQs.
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Sector Letter to Congress in Support of Voting Rights
Philanthropic and Charitable Sector letter to Congress in support of the John Lewis Voting Rights Advancement Act.
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Forum Comment Letter to Treasury on Proposed DAF Regulations - Feb. 2024
Forum Comment Letter to Treasury regarding proposed regulations impacting donor-advised funds.