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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.

See how other philanthropy-serving organizations communicate the wrap-up of a year's worth of activities or report on their accomplishments in a given year. From highlighting programming, special initiatives, new resources, collaborations, and more.

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.

Find out more about the Drupal and Salesforce onboarding process for new KM Partners joining the Collaborative.

Find key terms frequently used to describe philanthropy in this glossary developed by United Philanthropy Forum.

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.