Apply for Membership

Apply for Membership


Membership to Philanthropy Southeast is open to several types of philanthropic organizations and individuals active in our 11-state footprint. View our eligibility guidelines for full details.

Member applications meeting our eligibility guidelines are vetted by the Membership Committee, which votes on whether to send applications to the full Board of Trustees for approval.


How to Apply

Your organization can apply for membership by either completing our online form or downloading a PDF and following the provided instructions. In either case, in addition to the application, you must provide the following documentation:



  • A copy of your most recent IRS Form 990PF or 990 for established foundations 
  • A description of your grantmaking program (for private operating foundations, provide a description of your philanthropic activities) 
  • A list of recent grants 
  • An annual report with audited financial statements, if available
  • A current 501(c)(3) determination letter 
  • A list of board and staff members
  • A description of your giving 
  • A list of recent grants or contributions

All supporting documentation should be emailed to Jaci Bertrand, vice president of member engagement, at, or sent with your application via mail to:

    Philanthropy Southeast
    c/o Jaci Bertrand
    100 Peachtree St. NW, Suite 2080
    Atlanta, GA 30303

Thank you for your interest in joining Philanthropy Southeast!

If you have questions about the membership application, or the approval process, please contact Jaci Bertrand, vice president of member engagement, at or (404) 524-0911.


Connecting with Philanthropy Southeast:
The Philanthropy Southeast staff works remotely – the best way to reach us is by email or by calling (404) 524-0911.

Monday-Thursday from 9:00am–6:00pm (ET)

On Fridays, staff work on a flexible schedule. Members can reach our team via email or by calling (404) 524-0911 between 9:00am and 6:00pm (ET). We will respond to all urgent and time-sensitive matters promptly.

Mailing address:
100 Peachtree Street NW, Suite 2080
Atlanta, GA 30303

Mission: Philanthropy Southeast strengthens Southern philanthropy, welcoming our members to listen, learn and collaborate on ideas and actions to help build an equitable, prosperous South.