Philanthropy Event
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Forum Members Respond to Latest Calls for Racial Justice
The Forum and our members are responding to the latest murders of unarmed Black people in America by police and protests worldwide calling for racial justice, justice reform and police reform.
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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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Move to State and Country/Territory Picklists
This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
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Drupal 7 Integration Troubleshooting Demo
Courtney and Val from the Forum walk KM Partners through common troubleshooting scenarios such as: why someone can't register, why someone isn't seeing member pricing, and why someone isn't appearing in the member directory.
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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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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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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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ForumNation Podcast
ForumNation was a podcast of United Philanthropy Forum, where we interviewed amazing philanthropy leaders that we want more people to know about.
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Investment & Reserve Policies
A collection of sample PSO financial policy guidelines for reserve funds.