Back to top
Back to top

Public Policy Peer Community

Many philanthropy-serving organizations engage in government relations and public policy work at the local, state and/or national level and have different capacities to do this work. Resources for PSOs in this area are easily accessible on this page. If you have resources to share, please share them online or by emailing Courtney Moore.

Public Policy Peer Community

The Public Policy Peer Community is for our members who work in government relations and public policy efforts for their organizations.

  • Policy Listserv 
  • Three round-robin calls per year
  • In-person meeting at Forum’s Annual Conference

Interested in joining this Peer Community? Submit your email address on the form at the bottom of the Our Networks page

Building Systems

PolicyWorks Starter Kit & Case Studies
The PolicyWorks Starter Kit has been created for use by the PolicyWorks Community of regional associations of grantmakers who have made a commitment to growing their capacity and increasing their work in government relations and public policy work.

Public Policy Committee Charters
Sample Public Policy committee charters from regional associations in the PolicyWorks for Philanthropy initiative.

RA Public Policy Committee and Affinity Groups Descriptions
Sample descriptions of RA affinity groups working on policy.

Public Policy Job Descriptions
Sample job descriptions and requests for proposals for public policy related positions including fellows, lobbyists, liaisons, and consultants.

Policies on Legislative Positions
Sample policy and procedures that provide a framework for public policy work and the process by which public policy committees adopt and express legislative positions.

RA Policy Positions
Sample public policy agendas, principles, and action plans from regional associations participating in PolicyWorks for Philanthropy.

Endowed Philanthropy
Position statements made by philanthropy-serving organizations in defence of endowed philanthropy.

Logic Models and Evaluation Tools
Sample logic models and evaluation tools, such as outcome maps, from regional associations participating in PolicyWorks for Philanthropy.

Protecting the Charitable Deduction

Charitable Deduction

Publication date: 
02/2017
2017 marks the 100 th anniversary of the charitable deduction. Since 1917, the federal charitable tax deduction has provided a tax deduction for donations made to nonprofit organizations by taxpayers who itemize their tax returns, roughly one-third of all Americans. See the Forum's position and resources on this issue.
Find More By:
Resource type: 

Repeal of the Michigan Community Foundation Tax Credit Impacts Charitable Giving

Publication date: 
03/2015
The Council of Michigan Foundations contracted the Dorothy A. Johnson Center for Philanthropy to survey Michigan Community Foundations to determine the impact to community foundations for each of the two years after the repeal of Michigan's Charitable Tax Credit for Community Foundations. Survey findings suggest that the impact of the repeal has been significant. The average number of donations at the key dollar amounts decreased significantly from 2011 - 2013.

Tools for Encouraging Members Policy Work

What, Why, and How of Advocacy
An overview of how foundations and their grantees can participate in advocacy developed by the PolicyWorks for Philanthropy community.

Private and Public Foundations May Fund Charities that Lobby
501(c)(3) public charities may legally seek to influence legislation—in other words, lobby – subject to generous limits. In addition, private foundations and public foundations (which are public charities) may support public charities that lobby. Foundations should follow the following rules when making grants to grantees that lobby.

Foundations for Civic Impact - Private Foundations
This advocacy and civic engagement toolkit is designed for private foundations that want to educate and encourage their grantees about getting involved in civic and policy activities to increase organizational capacity and impact.

Foundations for Civic Impact - CommunityFoundations
This advocacy and civic engagement toolkit is designed for community and public foundations that want to educate and encourage their grantees about getting involved in civic and policy activities to increase organizational capacity and impact.

Tools for Engaging Policymakers

PolicyWorks Outreach Worksheet
This worksheet developed by the PolicyWorks for Philanthropy community can help regional associations develop strategies to reach policymakers.

PolicyWorks Outreach Checklist
This checklist developed by the PolicyWorks for Philanthropy community can help you create strategies to reach policymakers. It focuses on seven core questions to explore and includes reflections from regional association leaders.

Sample RA Letters to Congress Regarding Donor Advised Funds and the IRA Charitable Rollover
Sample communications from regional associations and their grantmaker members to Members of Congress encouraging an end to the prohibition for Donor Advised Funds in the IRA Charitable Rollover.

PolicyWorks Materials for Legislators and Candidates
Sample leave-behind information for legislators developed by regional associations to equip their members with tools for engaging state and local candidates on the most important issues to philanthropy.