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Forum Public Policy Principles - 118th Congress
The convening of the 118th Congress provides the Forum with an opportunity to build on a renewed focus of its public policy work over the next two years. To that end, the Forum has developed six public policy principles that will guide our work during that time.
Event
Philanthropy + Policy Institute 2024
The Philanthropy + Policy Institute is designed to cultivate and reinforce the public policy skill set of PSO leaders, staff, and their foundation members, uplifting a strategic and collective approach toward advocacy, public policy, and government relations.
Resource
Move to State and Country/Territory Picklists
This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
Resource
Drupal 7 Integration Troubleshooting Demo
Courtney and Val from the Forum walk KM Partners through common troubleshooting scenarios such as: why someone can't register, why someone isn't seeing member pricing, and why someone isn't appearing in the member directory.
Resource
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.
Resource
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.
Resource
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.