Philanthropy Event
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Forum Listserv Policy
The Forum's listserv policy including general and legal guidelines, rules of etiquette, and how to instructions.
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Senior Director of Finance
Listserv compilation about a position description for a Senior Director of Finance role.
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Keeping Knowledge Management on New Leaders' Radars
This is a recording of a live demo from the KM Collaborative's November 10, 2021 Office Hours.
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Knowledge Management and Racial Equity
This is a recording of the KM Collaborative's 2023 User's Group Session: Knowledge Management and Racial Equity
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Code of Conduct
Listserv compilation about a code of conduct or similar policy document for participants/members.
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Internal Controls and Efficiencies
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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Conflict Resolution/Mediation Trainers
Listserv compilation about trainers or training organizations that train people in conflict resolution, mediation, restorative justice.
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2023 Key Metrics for Philanthropy-Serving Organizations
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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Investment & Reserve Policies
A collection of sample PSO financial policy guidelines for reserve funds.