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Policy Issue Brief: Donor-Advised Funds
A key policy issue for the Forum is Donor-Advised Funds.
Resource
Policy Issue: Universal Charitable Deduction
A key policy issue for the Forum is the Universal Charitable Deduction.
Event
Ask the Nonprofit Lawyer: 3/15/23
State Legislative Huddles are intentional spaces designed for United Philanthropy Forum members interested in and/or working on state-level public policy issues.
Event
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.
Resource
Management Tools and Practices
2023 KM Users Group session: Management Tools and Practices. While much of our knowledge management work is technical, without great interpersonal practices and project management tools in our toolboxes, the technical work can’t move forward. In this session, we heard from KM Partners who shared their candid experiences about implementing tools and practices at their PSOs.
Event
Ask the Nonprofit Lawyer: 6/22/23
State Legislative Huddles are intentional spaces designed for United Philanthropy Forum members interested in and/or working on state-level public policy issues.
Resource
Exploring The New Forum Website for KM Partners
Recordings of KM Office Hours on 5/1/24 and 5/15/24 where we explored the new Forum Drupal 10 website, the development process and features and functionality in the KM Collaborative's Drupal Distribution.
Resource
Using Dataloader.io for Salesforce Demo
During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.
Resource
Salesforce Demo: Event-Related Email Automations Demo
This is a recording of the KM Collaborative's demo on event-related email automation in Salesforce, led by Allison Jai O'Dell of The Funders Network.