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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.
Event
KM Office Hours - Salesforce Engagement Data Use Cases: 8/7/24
Join us for Office Hours Programming in August!
Event
KM Office Hours - Salesforce Engagement Data: 7/10/24
Join us for Office Hours Programming in July!
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Membership Peer Community: 3/21/23
Join your peers at philanthropy-serving organizations who serve in member services roles for a round-robin call to share your latest successes, tackle problems, and provide insight.
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.
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.
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Ask an HR Professional: 9/28/23
Join us for a conversation with HR/operations consultants from LaCire, Lauren Bell and Jamie Album. We invite Forum members to bring questions regarding a broad range of nonprofit employer-related policies and practices.
Event
Sponsor Webinar - Secure Act 2.0 and Retirement Plans for Nonprofit Organizations: 9/27/23
Join Alliant Retirement Consulting for a discussion on legislation affecting nonprofit retirement plans. Secure Act 2.0, passed in December 2022, enables the creation of 403(b) Pooled Employer Plans (PEPs) for nonprofit plan sponsors.
Resource
Senior Director of Finance
Listserv compilation about a position description for a Senior Director of Finance role.