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KM Collaborative New Feature/Functionality Collective Voting Process
This resource outlines the KM Collaborative's collective voting process for governing how collective dollars are spent.
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This resource outlines the KM Collaborative's collective voting process for governing how collective dollars are spent.
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This is a recording of the KM Collaborative's 2023 User's Group Session: Knowledge Management and Racial Equity
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United Philanthropy Forum (Forum) has cultivated a network of national and regional philanthropy-serving organizations (PSOs) to jointly develop technology, share costs, and leverage each other’s knowledge and capabilities. Through the Knowledge Management (KM) Collaborative, PSOs have reached unprecedented levels of collaboration, pooling resources to create software platforms for association management and content management, developing peer-learning networks, and lifting common standards.
Each Partner organization is required to sign the KM Collaborative’s Memorandum of Agreement (MOA) annually. The MOA details the fiduciary and legal requirements of each Partner and the Forum. All KM Partners should be familiar with the terms detailed in this agreement.
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United Philanthropy Forum (Forum) has cultivated a network of national and regional philanthropy-serving organizations (PSOs) to jointly develop technology, share costs, and leverage each other’s knowledge and capabilities. Through the KM Collaborative (aka Drupal-Salesforce Platform or technology platform), PSOs have reached unprecedented levels of collaboration, pooling resources to create software platforms for association management and content management, developing peer-learning networks, a shared Knowledgebase, and lifting common standards.
This KM Partner Guide provides detailed information about the expectations, responsibilities, and best practices for organizations and their staff participating in this collaborative. It also details the project's governance structure and how decisions about functionality are made.
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Please use this template as an annual KM budgeting guide and adjust it accordingly for your organization. It is meant to be used alongside your organization's annual budget, including your PSO's annual Forum membership dues. Forum membership is intentionally not part of this template since membership dues do not include KM annual fees and related expenses. Your organization may want to depreciate some of the costs related to your KM work. Please consult your finance/accounting team about how to edit this template to align with your internal accounting process and best practices.
Note: Should you prefer to work in Excel, click the Google Sheets link below then click File > Download > Microsoft Excel (.xlsx). We made sure the downloaded file functions properly in Excel as well.
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As we mark the two-year anniversary of the COVID-19 pandemic, United Philanthropy Forum has released a report to document how philanthropy-serving organizations (PSOs) have responded to the pandemic. The report looks back to detail how PSOs—the regional and national philanthropy associations and networks that comprise the Forum network—played many vital leadership roles in the philanthropy sector’s response to the pandemic.
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Advancing racial equity, diversity, and inclusion in philanthropy is a key pillar of work and core strategic priority at the Forum. We have released a statement, signed by many of our members, to express this continued commitment.
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The story of Hispanics in Philanthropy’s racial equity journey offers an example of prioritizing deep work within the organization. By strengthening equity internally, HIP seeks to live its values and build an organizational culture and practices that support and reflect its external equity work.
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The story of Wisconsin Philanthropy Network’s racial equity journey highlights the importance of creating shared language and understanding to deepen Board and member engagement in advancing racial equity strategies.
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PEAK Grantmaking’s racial equity journey is a story of balancing broad efforts to advance equity across philanthropy with an internal equity journey. Interviews with seven insiders (leaders, staff, and board members) at PEAK shed light on how the organization is evolving, grappling with tensions, and seeking to live its values.
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