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PSO Bylaws

April 2024

Bylaws are like your organization's operating manual and include rules around topics like the size of your board, roles and duties of directors and officers, process for electing directors, etc.

2023 Key Metrics for Philanthropy-Serving Organizations

December 2023

The 2023 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs). 

2023 Key Metrics for Philanthropy-Serving Organizations - Full Report

December 2023

The 2023 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs). 

KM Collaborative: Consulting Services Support Options

September 2023

Some KM Partners may require hands-on assistance in areas such as data migration, configuration, custom training, launch assistance, etc., which are classified as Consulting Services. The Forum staff provides these services for an hourly fee*, exclusive of work performed by the KM Collaborative vendors at an hourly rate structure outlined below. Consulting Services projects estimated for 5 hours or less do not require a signed contract with a KM Partner; while not requiring a signed agreement, these hours are still billable.

Source:
United Philanthropy Forum

Management Tools and Practices

May 2023

2023 KM Users Group session: Management Tools and Practices. While much of our knowledge management work is technical, without great interpersonal practices and project management tools in our toolboxes, the technical work can’t move forward. In this session, we heard from KM Partners who shared their candid experiences about implementing tools and practices at their PSOs.

Source:
United Philanthropy Forum

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