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Leading With Internal Equity: The Case Story of Hispanics in Philanthropy

November 2023

The story of Hispanics in Philanthropy’s racial equity journey offers an example of prioritizing deep work within the organization. By strengthening equity internally, HIP seeks to live its values and build an organizational culture and practices that support and reflect its external equity work.

Source:
United Philanthropy Forum

Pushing Toward Equity In Philanthropy: The Case Story of PEAK Grantmaking

November 2023

PEAK Grantmaking’s racial equity journey is a story of balancing broad efforts to advance equity across philanthropy with an internal equity journey. Interviews with seven insiders (leaders, staff, and board members) at PEAK shed light on how the organization is evolving, grappling with tensions, and seeking to live its values. 

Source:
United Philanthropy Forum

Using Email Templates and Template Builder in Salesforce

November 2023

This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.

Source:
United Philanthropy Forum

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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