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Forum Listserv Policy
The Forum's listserv policy including general and legal guidelines, rules of etiquette, and how to instructions.
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The Forum's listserv policy including general and legal guidelines, rules of etiquette, and how to instructions.
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This is a recording of the KM Collaborative's July 29, 2020. Tracking and Measuring Engagements in Salesforce training session.
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This resource outlines the KM Collaborative's collective voting process for governing how collective dollars are spent.
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This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
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This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.
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This resource aims to explain the different types of fields in your Salesforce instance. This fact sheet will help you identify fields that come standard for all Salesforce customers, fields that are part of the Nonprofit Success Pack (NPSP), fields that come from the Forum Salesforce Package because you are a KM Partner, and others are custom fields, created specifically for your PSO’s individual purposes.
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Listserv compilation about a code of conduct or similar policy document for participants/members.
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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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United Philanthropy Forum (Forum) has cultivated a network of national and regional philanthropy-serving organizations (PSOs) to jointly develop technology, share costs, and leverage each other’s knowledge and capabilities. Through the Knowledge Management (KM) Collaborative, PSOs have reached unprecedented levels of collaboration, pooling resources to create software platforms for association management and content management, developing peer-learning networks, and lifting common standards.
Each Partner organization is required to sign the KM Collaborative’s Memorandum of Agreement (MOA) annually. The MOA details the fiduciary and legal requirements of each Partner and the Forum. All KM Partners should be familiar with the terms detailed in this agreement.
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