First Year Membership Renewal Rates
Listserv compilation from a query about how PSOs may track first-year membership renewal rates and how it's calculated and tracked in CRM.
Resource type
Topic(s)
Pillar
Peer Community
Listserv compilation from a query about how PSOs may track first-year membership renewal rates and how it's calculated and tracked in CRM.
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.
This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
Courtney and Val from the Forum walk KM Partners through common troubleshooting scenarios such as: why someone can't register, why someone isn't seeing member pricing, and why someone isn't appearing in the member directory.
Earlier this month, the Forum submitted a letter to the California General Assembly’s Judiciary Committee in opposition to Assembly Bill 1712. This bill would require the Attorney General to develop reporting regulations related to donor-advised funds (DAFs) at an account-by-account level, departing from the current practice, already in place. The fund-by-fund disclosure required by the bill would likely lead to the disclosure of donor identify and/or private donor information.
Powered by the Knowledge Management Collaborative
© 2024 United Philanthropy Forum. All Rights Reserved.
Not a Member? Join the Forum to help increase philanthropy’s impact.