Resource
Membership Metrics in Salesforce
This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
Please note that the page will refresh each time you select a filter
Filter by
Topic(s)
Funding Area
Pillar
Content type
Resource type
Resource
This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
Resource
In this website how-to video, we review how to use the member directory to find out more about Forum members. Forum members have access to the full directory including organization and contact details so don't forget to log in.
Resource
In this website how-to video, we review how to use the Philanthropy Field Calendar and submit an event to be included.
Resource
Listserv compilation about membership contracts and agreements from the AllCEO listserv.
Resource
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).
Resource
A benchmarking tool around membership for PSOs. As a google sheet, we encourage all PSOs to add your organization to the spreadsheet or update your information as needed.
Resource
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.
Resource
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.
Resource
Listserv compilation about how PSOs are onboarding new members.
Powered by the Knowledge Management Collaborative
© 2024 United Philanthropy Forum. All Rights Reserved.
Not a Member? Join the Forum to help increase philanthropy’s impact.