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Managing Prospects in Salesforce
This is a recording of presentations from the KM Collaborative's July 6, 2022 Office Hours featuring managing prospects in Salesforce.
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This is a recording of presentations from the KM Collaborative's July 6, 2022 Office Hours featuring managing prospects in Salesforce.
Philanthropy Event
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Listserv compilation about a position description for a Senior Director of Finance role.
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This is a recording of a live demo from the KM Collaborative's November 10, 2021 Office Hours.
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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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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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Listserv compilation about trainers or training organizations that train people in conflict resolution, mediation, restorative justice.
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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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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.
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A collection of sample PSO financial policy guidelines for reserve funds.
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