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Managing Prospects in Salesforce
This is a recording of presentations from the KM Collaborative's July 6, 2022 Office Hours featuring managing prospects in Salesforce.
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This is a recording of presentations from the KM Collaborative's July 6, 2022 Office Hours featuring managing prospects in Salesforce.
Blog
As we reflect on the events that have captured the nation’s attention the past couple of weeks, the Forum will continue to speak up and speak out about the current affairs of this country and the injustices that have continued to take place, many times at the expense of African American lives.
Blog
Last week I watched with sadness, anger and disgust a video showing the senseless and coldhearted killing of George Floyd at the hands of a white Minneapolis police officer, while three other police officers stood by and did nothing to stop him.
Event
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.
Event
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.
Resource
This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
Resource
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.
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.
Page
The case stories capture the wide range of experiences of PSOs across varying geographic regions and organizational size and breadth of focus. Forum PSO member organizations reflected and shared their internal and external racial equity journeys through one-on-one, in-depth interviews conducted with various staff members.
Event
Join us for a conversation with HR/operations consultants from LaCire, Lauren Bell and Jamie Albaum. We invite Forum members to bring questions regarding a broad range of nonprofit employer-related policies and practices. Please note that all PSO staff, regardless of position, are welcome to join the call.
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