Skip to main content

Search

Search Tip: Search with " " to find exact matches.

Resources Search

Finding your PSO People with Our Member Directory

May 2024

In this website how-to video, we review how to use the member directory to find out more about Forum members. Forum members have access to the full directory including organization and contact details so don't forget to log in.

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

Salesforce Reports and Dashboards Demo

April 2024

During Office Hours on April 3, 2024 we explored Salesforce Reports and Dashboards with Craig Weinrich, Director of Member Services at the Council of New Jersey Grantmakers and Michael Zuber-Zander, Operations Manager at Connecticut Council for Philanthropy. 

Using Dataloader.io for Salesforce Demo

March 2024

During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.  

© 2024 United Philanthropy Forum. All Rights Reserved.

X

Sign In

Not a Member? Join the Forum to help increase philanthropy’s impact.