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Engagement Tracking and Scoring Resources
These are the notes and recording from the 2020 Virtual KM Users Group Engagement Tracking and Scoring session.
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These are the notes and recording from the 2020 Virtual KM Users Group Engagement Tracking and Scoring session.
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These are the notes and recording from the 2020 Virtual KM Users Group Revisiting Data Quality session.
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This resource includes the agenda, notes, and recording from the 2022 KM Virtual Users Group session Engagement Data: Beyond Transaction.
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A key policy issue for the Forum is Donor-Advised Funds.
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A key policy issue for the Forum is the Universal Charitable Deduction.
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State Legislative Huddles are intentional spaces designed for United Philanthropy Forum members interested in and/or working on state-level public policy issues.
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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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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.
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State Legislative Huddles are intentional spaces designed for United Philanthropy Forum members interested in and/or working on state-level public policy issues.
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