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Forum Listserv Policy

May 2024

The Forum's listserv policy including general and legal guidelines, rules of etiquette, and how to instructions.

Source:
United Philanthropy Forum

Membership Peer Community Benchmarking Tool

April 2024

A benchmarking tool around membership for PSOs. As a google sheet, we encourage all PSOs to add your organization to the spreadsheet or update your information as needed.

Source:
Forum Member

Code of Conduct

April 2024

Listserv compilation about a code of conduct or similar policy document for participants/members.

Source:
Forum Member

Internal Controls and Efficiencies

March 2024

Listserv compilation about a set of policies/practices to guide management of budget expenditures such as authorization over a certain amount, travel policy expenditures, and general approval of invoices.

Source:
Forum Member

KM Collaborative: Budget Template

October 2023

Please use this template as an annual KM budgeting guide and adjust it accordingly for your organization. It is meant to be used alongside your organization's annual budget, including your PSO's annual Forum membership dues. Forum membership is intentionally not part of this template since membership dues do not include KM annual fees and related expenses. Your organization may want to depreciate some of the costs related to your KM work. Please consult your finance/accounting team about how to edit this template to align with your internal accounting process and best practices. 

Source:
United Philanthropy Forum

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