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.
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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.
As we mark the two-year anniversary of the COVID-19 pandemic, United Philanthropy Forum has released a report to document how philanthropy-serving organizations (PSOs) have responded to the pandemic. The report looks back to detail how PSOs—the regional and national philanthropy associations and networks that comprise the Forum network—played many vital leadership roles in the philanthropy sector’s response to the pandemic.
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.
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