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.
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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
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.
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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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Listserv compilation from a query about how PSOs may track first-year membership renewal rates and how it's calculated and tracked in CRM.
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The Forum has recently undertaken a review process of our membership dues structure.
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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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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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