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2021 Key Metrics for Philanthropy-Serving Organizations
December 2021
United Philanthropy Forum’s 2021 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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Highlights
PSO Board Diversity
- PSO Boards Are Growing More Diverse. Forty-four (44) percent of PSO board members identify as people of color—up slightly from the prior year and markedly from the 33 percent shares reported in both 2018 and 2017.
PSO Finances and Operations
- Most PSOs are positive about the near-term economic outlook for their organizations. Nearly two-thirds of all PSOs (65 percent) indicated that their budgets would be higher in 2021 compared to 2020.
PSO Membership Renewal and Growth
- PSOs report fairly high renewal rates. National and regional PSOs both reported a median 92 percent membership renewal rate.
- The COVID-19 pandemic has impacted PSOs finances & operations in numerous ways. NWith COVID-19 forcing PSOs to move to virtual program formats in the past year, their median conference profits reduced significantly.
- Most PSOs expect stable or growing membership. More than two out of five PSOs expect to see an increase in their membership numbers in the current fiscal year; just 8 percent expect their membership to decline.
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2021 Key Metrics for PSOs Highlights
2021 Key Metrics for PSOs Executive Summary
2021 Key Metrics for PSOs Full Report
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