Philanthropy Event
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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.
Resource
Forum Listserv Policy
The Forum's listserv policy including general and legal guidelines, rules of etiquette, and how to instructions.
Event
Membership Peer Community: 9/19/23
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.
Resource
Code of Conduct
Listserv compilation about a code of conduct or similar policy document for participants/members.
Resource
2022-2023 Process to Review Forum Member Dues Structure
The Forum has recently undertaken a review process of our membership dues structure.
Resource
Internal Controls and Efficiencies
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.
Resource
Membership Peer Community Benchmarking Tool
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.
News
Philanthropy + Policy Update: March 29, 2024
The Philanthropy + Policy Update by United Philanthropy Forum provides updates, analysis, and breaking news about public policy issues impacting the philanthropic sector and the communities we work with and in. This issue is for March 29, 2024.
News
Philanthropy + Policy Update: October 13, 2023
The Philanthropy + Policy Update by United Philanthropy Forum provides updates, analysis, and breaking news about public policy issues impacting the philanthropic sector and the communities we work with and in. This issue is for October 13, 2023.