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Website How-Tos

Featuring written and video overviews to help orient you to the United Philanthropy Forum website.

How-To Overviews

Logging Into the Forum Website

This resource explains how to log into the Forum's new website by activating or creating your account.

Go to Log-In Overview

Using "My Dashboard" - Your Personalized Portal

How to use "My Dashboard" as your personalized portal to update your individual and organizational profiles, review your upcoming and past registrations, access past orders with receipts/invoices, find your bookmarked content, and identify which peer communities, listservs, and groups/committees you have joined.

Go to Dashboard Overview

Using the Events Calendar to Find Upcoming and Past Programming

How to use the Forum's events calendar to find upcoming and past programming, including narrowing down results with filters and a search.

Go to Forum Calendar Overview

Register for an Event

How to register for an upcoming Forum program and add it to your calendar.

Go to Registration Overview

Managing Peer Communities, Listservs and Other Groups

One of the most powerful benefits of Forum membership is access to our Peer Communities, listservs and other learning communities. This how-to will cover an overview of a group's page, how to sign-up and finding related content.

Go to Group Overview

How to Use the Philanthropy Field Calendar

In this website how-to video, we review how to use the Philanthropy Field Calendar and submit an event to be included.

Go to Philanthropy Field Calendar Overview

Finding your PSO People with Our Member Directory

The Forum's Member Directory is a great way to learn more about Forum members and find other PSO staff with similar interests.

Go to Member Directory Overview

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