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Measuring Progress: PSOs and Racial Equity Metrics: 2/23/23
As PSOs continue to build and expand their work in embedding racial equity, both internally with staff and boards, as well as externally with their foundation members, many are exploring questions around metrics and identifying indicators of progress.
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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.
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Grants and Memberships in Salesforce Training
This is a recording of the KM Collaborative's June 17, 2020 Grants and Memberships in Salesforce training session.
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Managing Events in Salesforce Training
This is a recording of the KM Collaborative's 2020 User's Group Session: Managing Events in Salesforce
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Salesforce Key Process Series: Managing Sponsorships
This is a recording of the KM Collaborative's Office Hours from May 6, 2020 featuring two demos from KM Partners on Sponsorships.
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Salesforce Key Process Series: Grants Management
This is a recording of the KM Collaborative's May 27, 2020 Office Hours featuring two demos from KM Partners on managing grants in Salesforce.
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Salesforce Key Process Series: Managing Member Contacts
This is a recording of the KM Collaborative's May 27, 2020 Office Hours featuring two demos from KM Partners on managing grants in Salesforce.
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Journey Toward Racial Equity: PSO Case Story Webinar Series: 10/26/23
Join us for a two-part series of conversations with representatives from Hispanics in Philanthropy (HIP), Northern California Grantmakers (NCG), PEAK Grantmaking, and Wisconsin Philanthropy Network as they reflect on their respective racial equity journeys. Deborah Aubert Thomas, CEO of Philanthropy Ohio and Forum Racial Equity Committee Chair, will moderate both discussions.
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Best Practices for Managing Salesforce Duplicates
This is a recording of the KM Collaborative's 2023 User's Group Session: Best Practices for Managing Salesforce Duplicates.