Strategic Planning Documents
Guides and sample documents to help direct the process of creating a strategic plan.
Funding Area
Resource type
Topic(s)
Pillar
Peer Community
Guides and sample documents to help direct the process of creating a strategic plan.
A key policy issue for the Forum is Donor-Advised Funds.
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).
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).
United Philanthropy Forum’s Charitable Act Engagement Toolkit is designed to assist member-PSOs with the promotion of the Philanthropy Day of Action and to guide PSOs and their members’ advocacy efforts on October 4th in support of the Charitable Act.
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