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.
Resource
Senior Director of Finance
Listserv compilation about a position description for a Senior Director of Finance role.
Resource
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.
Resource
Knowledge Management and Racial Equity
This is a recording of the KM Collaborative's 2023 User's Group Session: Knowledge Management and Racial Equity
Resource
2022-2023 Process to Review Forum Member Dues Structure
The Forum has recently undertaken a review process of our membership dues structure.
Resource
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.
Resource
Conflict Resolution/Mediation Trainers
Listserv compilation about trainers or training organizations that train people in conflict resolution, mediation, restorative justice.
Resource
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).