Event
Program Peer Community: 8/21/23
PSO Advocacy Check-Ins provide members who work on public policy with a time to regularly get updates on Forum advocacy, important topics, and to share what they are working on.
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PSO Advocacy Check-Ins provide members who work on public policy with a time to regularly get updates on Forum advocacy, important topics, and to share what they are working on.
Event
Join us for a two-part series of conversations with representatives from Hispanics in Philanthropy (HIP), Northern California Grantmakers (NCG), PEAK Grantmaking, and Wisconsin Philanthropy Network as they reflect on their respective racial equity journeys. Deborah Aubert Thomas, CEO of Philanthropy Ohio and Forum Racial Equity Committee Chair, will moderate both discussions.
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This is a recording of the KM Collaborative's July 29, 2020. Tracking and Measuring Engagements in Salesforce training session.
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This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
Event
Join us for a two-part series of conversations with representatives from Hispanics in Philanthropy (HIP), Northern California Grantmakers (NCG), PEAK Grantmaking, and Wisconsin Philanthropy Network as they reflect on their respective racial equity journeys. Deborah Aubert Thomas, CEO of Philanthropy Ohio and Forum Racial Equity Committee Chair, will moderate both discussions.
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This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.
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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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Join your programming peers at philanthropy-serving organizations in sharing latest successes, tackling problems, and providing insights.
Event
Join your programming peers at philanthropy-serving organizations in sharing latest successes, tackle problems, and providing insights.
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