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Membership Agreements
Listserv compilation about membership contracts and agreements from the AllCEO listserv.
Event
Membership Peer Community: 11/12/2024
Join your peers at PSOs in membership roles for a discussion to share your latest successes, tackle problems, and provide insight.
News
Philanthropy + Policy Update: April 12, 2024
The Philanthropy + Policy Update by United Philanthropy Forum provides updates, analysis, and breaking news about public policy issues impacting the philanthropic sector and the communities we work with and in. This issue is for April 12, 2024.
Event
Membership Peer Community: 9/10/24
Join your peers at PSOs in membership roles for a discussion to share your latest successes, tackle problems, and provide insight.
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
Membership Peer Community Benchmarking Tool
A benchmarking tool around membership for PSOs. As a google sheet, we encourage all PSOs to add your organization to the spreadsheet or update your information as needed.
Resource
Feedback On Onboarding New Members to PSO
Listserv compilation about how PSOs are onboarding new members.
Resource
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.
Resource
Forum Comment Letter to Treasury on Proposed DAF Regulations - Feb. 2024
Forum Comment Letter to Treasury regarding proposed regulations impacting donor-advised funds.