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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.
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
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.
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.
Resource
101 Communication Tools Resources
These are the notes and recording from the 2020 Virtual KM Users Group 101 Communication Tools session.