Knowledge Management

The Forum and its members recognized and responded to the need to plan for enhancements to its systems that take advantage of technology advances. This Memorandum of Agreement renews and expands the commitment of partners to undertake these enhancements collaboratively and to clarify collaborative governance and cost-sharing.

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Resource type:

CollaborativeMember Service

Audience:

Philanthropy-Serving Orgs

Topic(s):

Knowledge Management

Resource

Getting Ready for Drupal Guide

A comprehensive guide developed by the Forum to help regional associations transition to the Drupal-Salesforce platform. This guide outlines the steps necessary to implement an integrated content strategy and migration plan for a new website.

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Resource type:

PresentationSample DocumentTemplate

Audience:

Philanthropy-Serving Orgs

Topic(s):

Knowledge Management

Resource

How to Budget for a Salesforce Project

Publication date:

05/2018

This whitepaper is full of helpful insights on how to plan and break down your Salesforce project costs. Plus, it includes an interactive worksheet to help you start outlining a realistic budget that includes licenses as well as internal labor and consulting costs.

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Resource type:

Research

Audience:

Knowledge Management Staff

Topic(s):

Knowledge ManagementInformation Technology

Resource

Crafting Your IT Security Policy

Publication date:

08/2017

We all have questions on security at our nonprofit organizations. This month CTO Matt Eshleman walks you through writing or updating an official policy – the questions to ask and the main issues your security policy needs to address.

I know we have an IT security policy at my organization, but I’m not sure it is up to date with all the new cloud applications we’re using and all the new security risks I read about.
Everyone uses their own devices to work in and out of the office – how can I support them without creating extra security risks? What do we need to do if a

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Resource type:

PresentationRecording

Audience:

All Grantmakers

Topic(s):

Knowledge ManagementInformation Technology

Resource

2014 Grantmakers Information Technology Survey Report

Publication date:

09/2014

Technology Affinity Group and the Grants Mangers Network's 2014 Grantmakers Information Technology Survey Report concludes that funders are floundering with technology tools.

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Resource type:

BenchmarksResearchSurvey Results

Audience:

All GrantmakersCommunity FoundationCorporate GivingFamily FoundationPrivate FoundationPublic Foundation

Topic(s):

Knowledge ManagementTechnologyInformation Technology

Issue Areas:

Science and Technology

Resource

Dreamforce 2013 Presentation

Publication date:

11/2013

In November 2013, the Forum’s Val Rozansky, along with Kim Snipes from Association of Baltimore Area Grantmakers and Bill Corkill from Council of Michigan Foundations, presented on the Drupal-Salesforce platform at Dreamforce, the Salesforce users conference.