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PSO Advocacy Check-In: 3/29/23
Monthly PSO Advocacy Check-Ins feature comprehensive updates and analysis on legislative issues impacting the sector at the federal and state levels, as well as an open discussion on current policy hot topics, and timely tips on public policy best practices for PSOs and their members.
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KM Collaborative New Feature/Functionality Collective Voting Process
This resource outlines the KM Collaborative's collective voting process for governing how collective dollars are spent.
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KM Collaborative: Memorandum of Agreement (MoA)
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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KM Collaborative: Partner Guide
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 KM Collaborative (aka Drupal-Salesforce Platform or technology platform), PSOs have reached unprecedented levels of collaboration, pooling resources to create software platforms for association management and content management, developing peer-learning networks, a shared Knowledgebase, and lifting common standards.
This KM Partner Guide provides detailed information about the expectations, responsibilities, and best practices for organizations and their staff participating in this collaborative. It also details the project's governance structure and how decisions about functionality are made.
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KM Collaborative: Budget Template
Please use this template as an annual KM budgeting guide and adjust it accordingly for your organization. It is meant to be used alongside your organization's annual budget, including your PSO's annual Forum membership dues. Forum membership is intentionally not part of this template since membership dues do not include KM annual fees and related expenses. Your organization may want to depreciate some of the costs related to your KM work. Please consult your finance/accounting team about how to edit this template to align with your internal accounting process and best practices.
Note: Should you prefer to work in Excel, click the Google Sheets link below then click File > Download > Microsoft Excel (.xlsx). We made sure the downloaded file functions properly in Excel as well.
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California DAF Legislation
Earlier this month, the Forum submitted a letter to the California General Assembly’s Judiciary Committee in opposition to Assembly Bill 1712. This bill would require the Attorney General to develop reporting regulations related to donor-advised funds (DAFs) at an account-by-account level, departing from the current practice, already in place. The fund-by-fund disclosure required by the bill would likely lead to the disclosure of donor identify and/or private donor information.
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Philanthropy + Policy Update: March 15, 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 15, 2024.
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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.
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Philanthropy + Policy Update: October 27, 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 27, 2023.