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Resources
The Forum's website features resources for philanthropy-serving organizations (PSOs), including our publications on the field, sample documents and templates, listserv compilation, and much more.
Pillar Page
Knowledge Management Collaborative
The KM Collaborative is a transformational technology service and an invaluable peer-learning community. Nearly 40 philanthropy-serving organizations have joined forces to create, maintain and continually improve the collective technology platform that powers their mission-critical applications.
By leveraging collective purchasing power and expertise, the Forum and our members have cultivated a growing learning network that provides significant operational efficiencies, a community of peers, and a robust platform at a fraction of what a system of this caliber would cost individually.
Pillar Page
Racial Equity, Diversity, and Inclusion
United Philanthropy Forum’s key strategic priorities include a focus on advancing racial equity, diversity and inclusion in philanthropy. The Forum envisions a courageous philanthropic sector that catalyzes a just and equitable society where all can participate and prosper. It is not possible for us to achieve this vision without addressing racial equity.
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PSO / Philanthropic Practice
The Forum is committed to advancing effective philanthropic practice that is deeply rooted in principles of racial equity, diversity, and inclusion. Our programs are designed to empower our members with the knowledge, skills, and tools necessary to drive significant change in the sector in two ways. First, we provide education for national and regional philanthropy-serving organizations (PSOs) to advance their important work in the sector. Second, we provide education that our members can deliver to their members and constituents to advance effective philanthropy.
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Public Policy
The Forum’s mission is to lead, strengthen, and inform a national network of organizations that advance philanthropy's impact for the common good. In order to carry out that mission, the Forum recognizes the critical importance of substantial engagement in the public policy process.
Resource
Drupal 7 Users Guide
The Drupal 7 Users Guide is a 40-page document that provides a high-level overview of the Forum's Drupal distribution and a comprehensive guide on how KM Partners use Drupal to manage their websites. This document is available for Drupal-Salesforce KM Partners to take a copy of and maintain specifically for their organization. In other words, this document is just the start, not the end-all-be-all, of your organization’s Drupal documentation.
Resource
Drupal 7 Training: Event Registrations
This is a recording of the KM Collaborative's Drupal 7 Event Registrations training, led by Courtney Moore, in June and July 2020. This training is part of the annual training series available to active KM Collaborative participants and includes two parts. The first part contains three of the five required steps to configure event registrations, and the second part includes the remaining two steps.
Resource
Salesforce Demo: Event-Related Email Automations Demo
This is a recording of the KM Collaborative's demo on event-related email automation in Salesforce, led by Allison Jai O'Dell of The Funders Network.
Allison shared automations that rely on changes to the Campaign Member Status to trigger emails to event participants and staff. The goal is twofold: (1) for event participants to receive their registration information as quickly as possible, and (2) reduce the burden on staff to coordinate this communication.
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Drupal 7 Training: Taxonomy, Blocks, and Context
This is a recording of the KM Collaborative's training on Drupal 7 Taxonomy, Blocks, and Context training session, led by Val Rozansky, on May 27, 2020. This training is part of the annual training series available to active KM Collaborative participants.