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Legacy IRA Legislation Summary

January 2023

A high-level summary of the recently pass Legacy IRA Provisions in Secure 2.0, some key messages/talking points, and general FAQs.

Type of Salesforce Fields Fact Sheet

July 2022

This resource aims to explain the different types of fields in your Salesforce instance. This fact sheet will help you identify fields that come standard for all Salesforce customers, fields that are part of the Nonprofit Success Pack (NPSP), fields that come from the Forum Salesforce Package because you are a KM Partner, and others are custom fields, created specifically for your PSO’s individual purposes.

Source:
United Philanthropy Forum

House Ways and Means DAF Dear Colleage Letter - March 2022

April 2022

On March 7, a bi-partisan group of 11 members of the U.S. House of Representatives Committee on Ways and Means signed a letter regarding donor-advised funds. In a "Dear Colleague" letter to their fellow lawmakers, the members express concerns about proposals that would restrict DAFs, as well as private foundations, such as the ACE Act, S. 1981/H.R. 6595.

Requirements Gathering

August 2021

This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.

Source:
United Philanthropy Forum

Viewer's Choice Training

September 2020

This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.

Source:
United Philanthropy Forum

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