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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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Find out how to seek support as a KM Partner using our variety of resources.
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This is a recording of presentations from the KM Collaborative's June 1, 2022 Office Hours: Tips and Tricks to Use Asana to Manage KM Support Requests.
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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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This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
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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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This document is a living list of all the tools that KM Partners currently use. KM Partners can update their PSO's row and let their peers know which tools they use for the following purposes: Accounting and Bookkeeping, CMS, Large Event (Conference) Registration, Contract Management/Document Generation, Survey/Form Tools, Office Suite, Email Marketing, Event-Related Email Reminders, Listservs, Phone Service, Videoconferencing, Project Management, Scheduling, Social Media Marketing, Team Messaging, Password Management, Screenshot/Screen Recording, and Time Tracking.
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The newly released Giving USA 2023 report provides continued cause for concern about our nation’s ongoing decline in charitable giving from individuals and in the number of individual givers. These data lend more urgency for the need to pass the Charitable Act, which would incentivize millions more Americans to give and support their communities—not just the shrinking number of Americans who itemize their taxes.
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Listserv compilation about a code of conduct or similar policy document for participants/members.
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