Strategic Planning Documents
Guides and sample documents to help direct the process of creating a strategic plan.
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Resource type
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Peer Community
Guides and sample documents to help direct the process of creating a strategic plan.
Sample employee handbooks and manuals from philanthropy-serving organizations.
Bylaws are like your organization's operating manual and include rules around topics like the size of your board, roles and duties of directors and officers, process for electing directors, etc.
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).
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