Philanthropy Event
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Type of Salesforce Fields Fact Sheet
This resource aims to explain the different types of fields in your Salesforce instance. This fact sheet will help you identify fields that come standard for all Salesforce customers, fields that are part of the Nonprofit Success Pack (NPSP), fields that come from the Forum Salesforce Package because you are a KM Partner, and others are custom fields, created specifically for your PSO’s individual purposes.
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KM Partners' Currently Used Tools
This document is a living list of all the tools that KM Partners currently use. KM Partners can update their PSO's row and let their peers know which tools they use for the following purposes: Accounting and Bookkeeping, CMS, Large Event (Conference) Registration, Contract Management/Document Generation, Survey/Form Tools, Office Suite, Email Marketing, Event-Related Email Reminders, Listservs, Phone Service, Videoconferencing, Project Management, Scheduling, Social Media Marketing, Team Messaging, Password Management, Screenshot/Screen Recording, and Time Tracking.
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Strategic Public Policy Partnerships
To help advance policy solutions for the sector and communities, the Forum recognizes the vital role that partnerships play in bolstering coalition-building and advocacy initiatives. From think tanks and national organizations supporting nonprofit infrastructure to regional and local PSOs within our network, the Forum seeks out and fosters partnerships to help advance our mission.
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KM Collaborative: Consulting Services Support Options
Some KM Partners may require hands-on assistance in areas such as data migration, configuration, custom training, launch assistance, etc., which are classified as Consulting Services. The Forum staff provides these services for an hourly fee*, exclusive of work performed by the KM Collaborative vendors at an hourly rate structure outlined below. Consulting Services projects estimated for 5 hours or less do not require a signed contract with a KM Partner; while not requiring a signed agreement, these hours are still billable.
Any Consulting Services request requires a minimum of two weeks' advance notice, preferably longer. We will try to accommodate rushed requests but cannot guarantee it. Consultations with the Forum staff are non-billable and encouraged
News
Philanthropy + Policy Update: April 12, 2024
The Philanthropy + Policy Update by United Philanthropy Forum provides updates, analysis, and breaking news about public policy issues impacting the philanthropic sector and the communities we work with and in. This issue is for April 12, 2024.
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PSO Program Partnerships
How do philanthropy-serving organizations (PSOs) partner together on programming? These partnerships take place along a continuum with varying levels of time and resource commitment.
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“Good Guest / Good Host” Protocol and Best Practices
How can PSOs interact more effectively when planning an event in another's region or area of expertise? Find suggested best practices and activities to follow.
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California DAF Legislation
Earlier this month, the Forum submitted a letter to the California General Assembly’s Judiciary Committee in opposition to Assembly Bill 1712. This bill would require the Attorney General to develop reporting regulations related to donor-advised funds (DAFs) at an account-by-account level, departing from the current practice, already in place. The fund-by-fund disclosure required by the bill would likely lead to the disclosure of donor identify and/or private donor information.
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Navigating the PSO Partnership Trail: A Field Guide for PSOs
Join us on the trail with this PSO Field Guide that provides the stories of victory and defeat and provides details on the equipment necessary for successful partnerships and collaboration among PSOs and our partners.