Philanthropy Event
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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.
Event
Membership Peer Community: 9/19/23
We will continue the lively conversation about onboarding processes on the Membership Peer Community listserv for the first 30 minutes of the meeting followed by break-out discussions.
Event
Members Benefit Highlight: ValuesAdvisor: 11/6/23
In this webinar with ValuesAdvisor Co-Founder Kate Simpson, you will learn about how the platform can be used to further a foundation’s mission (climate, DEI, place based, etc.), and how to share this valuable resource with your members.
Resource
2022-2023 Process to Review Forum Member Dues Structure
The Forum has recently undertaken a review process of our membership dues structure.
Resource
Are You Moving or Considering a Move to a Biennial Conference
Listserv compilation about associations' approaches to having a biennial conference.
Resource
PSO Year in Reviews and Annual Reports
See how other philanthropy-serving organizations communicate the wrap-up of a year's worth of activities or report on their accomplishments in a given year. From highlighting programming, special initiatives, new resources, collaborations, and more.
Event
Lean Keen Producing Machines Peer Community: 12/4/24
Join your PSO colleagues from organizations with 5 or fewer team members for a discussion to connect, share and learn how to maximize your strengths for greatest impact.
Resource
Membership Peer Community Benchmarking Tool
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
The COVID-19 Crucible
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.