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How to Use the Philanthropy Field Calendar
In this website how-to video, we review how to use the Philanthropy Field Calendar and submit an event to be included.
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In this website how-to video, we review how to use the Philanthropy Field Calendar and submit an event to be included.
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This is a recording of the KM Collaborative's July 29, 2020. Tracking and Measuring Engagements in Salesforce training session.
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This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
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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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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.
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The 2023 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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How do philanthropy-serving organizations (PSOs) partner together on programming? These partnerships take place along a continuum with varying levels of time and resource commitment.
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How can PSOs interact more effectively when planning an event in another's region or area of expertise? Find suggested best practices and activities to follow.
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Listserv compilation about insights about virtual meet-ups with CEOs to network learn and share with one another.
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