Resource
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.
Please note that the page will refresh each time you select a filter
Filter by
Topic(s)
Pillar
Content type
Location
Resource
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
Monthly PSO Advocacy Check-Ins feature comprehensive updates and analysis on legislative issues impacting the sector at the federal and state levels, as well as an open discussion on current policy hot topics, and timely tips on public policy best practices for PSOs and their members.
Event
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
Listserv compilation about a position description for a Senior Director of Finance role.
Resource
This is a recording of a live demo from the KM Collaborative's November 10, 2021 Office Hours.
Resource
The Forum has recently undertaken a review process of our membership dues structure.
Resource
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
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).
Resource
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
Earlier this month, the Forum submitted a letter to the California General Assembly’s Judiciary Committee in opposition to Assembly Bill 1712. This bill would require the Attorney General to develop reporting regulations related to donor-advised funds (DAFs) at an account-by-account level, departing from the current practice, already in place. The fund-by-fund disclosure required by the bill would likely lead to the disclosure of donor identify and/or private donor information.
Powered by the Knowledge Management Collaborative
© 2024 United Philanthropy Forum. All Rights Reserved.
Not a Member? Join the Forum to help increase philanthropy’s impact.