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Listserv compilation about insights about virtual meet-ups with CEOs to network learn and share with one another.

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). 

How do philanthropy-serving organizations (PSOs) partner together on programming? These partnerships take place along a continuum with varying levels of time and resource commitment.

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.

How can PSOs interact more effectively when planning an event in another's region or area of expertise? Find suggested best practices and activities to follow.