Philanthropy Event
Site Search
Please note that the page will refresh each time you select a filter
Filter by
Topic(s)
Pillar
Content type
Location
Event
Forum Member Check-in: Disability & Inclusion Pledge Insights 4/29/24
Join your United Philanthropy Forum peers to learn more about the Disability & Philanthropy Forum and the Disability Inclusion Pledge. PEAK Grantmaking will share their progress as a pledge signatory and how the Disability & Philanthropy Forum can support you on your organizational goals. This is a great opportunity to come with questions if you are interested in becoming a pledge signatory or are a current pledge member. We look forward to hearing your insights from your own organization's disability and inclusion journey.
Resource
Tracking and Measuring Engagements in Salesforce Training
This is a recording of the KM Collaborative's July 29, 2020. Tracking and Measuring Engagements in Salesforce training session.
Resource
Requirements Gathering
This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
Resource
Website Accessibility: Creating Inclusive Digital Products
This is a recording of the KM Collaborative's 2023 User's Group Session: Website Accessibility.
Resource
Viewer's Choice Training
This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
Resource
KM Partners' Opportunity and Campaign Naming Conventions
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.
Resource
Type of Salesforce Fields Fact Sheet
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.
Resource
KM Collaborative Onboarding Resources
Find out more about the Drupal and Salesforce onboarding process for new KM Partners joining the Collaborative.
Resource
Strategic Planning Documents
Guides and sample documents to help direct the process of creating a strategic plan.