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KM Office Hours - Salesforce Engagement Data Use Cases: 8/7/24
Join us for Office Hours Programming in August!
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Join us for Office Hours Programming in August!
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Join us for Office Hours Programming in July!
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Join your peers at philanthropy-serving organizations who serve in member services roles for a round-robin call to share your latest successes, tackle problems, and provide insight.
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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.
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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.
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This resource outlines the KM Collaborative's collective voting process for governing how collective dollars are spent.
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As promotional partners of the Grantmaker Salary & Benefits Survey, Forum members have access to access to the full report and its benchmarking tool.
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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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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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