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Website Legislative Tracker Examples
Listserv compilation about a legislative tracker for PSOs on their website.
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Listserv compilation about a legislative tracker for PSOs on their website.
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Listserv compilation about a position description for a Senior Director of Finance role.
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This document provides instructions for where to configured picklist fields in both Salesforce and Drupal.
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This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.
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Listserv compilation from a query about how PSOs may track first-year membership renewal rates and how it's calculated and tracked in CRM.
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The Forum's public policy staff compiled this resource page featuring member policy and advocacy agendas to help coordinate and inform the work of the District to D.C. Advocacy Network.
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United Philanthropy Forum's Philanthropy Day of Action Resources page includes important links, social media graphics, logos, and other resources for member-PSOs to use in promoting the October 4th Day of Action for the Charitable Act to their foundation members. It also includes graphics for advocating on the Day of Action to post online and ask Members of Congress to co-sponsor the Charitable Act, or thank them for their support.
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United Philanthropy Forum’s Charitable Act Engagement Toolkit is designed to assist member-PSOs with the promotion of the Philanthropy Day of Action and to guide PSOs and their members’ advocacy efforts on October 4th in support of the Charitable Act.
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Listserv compilation about a code of conduct or similar policy document for participants/members.
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Listserv compilation about a set of policies/practices to guide management of budget expenditures such as authorization over a certain amount, travel policy expenditures, and general approval of invoices.
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