Skip to main content

Search

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

Resources Search

Peer Community

First Year Membership Renewal Rates

April 2024

Listserv compilation from a query about how PSOs may track first-year membership renewal rates and how it's calculated and tracked in CRM.

Source:
Forum Member

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

Type of Salesforce Fields Fact Sheet

July 2022

This resource aims to explain the different types of fields in your Salesforce instance. This fact sheet will help you identify fields that come standard for all Salesforce customers, fields that are part of the Nonprofit Success Pack (NPSP), fields that come from the Forum Salesforce Package because you are a KM Partner, and others are custom fields, created specifically for your PSO’s individual purposes.

Source:
United Philanthropy Forum

Requirements Gathering

August 2021

This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.

Source:
United Philanthropy Forum

Viewer's Choice Training

September 2020

This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.

Source:
United Philanthropy Forum

© 2024 United Philanthropy Forum. All Rights Reserved.

X

Sign In

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