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Developed by The Giving Practice (TGP) in partnership with United Philanthropy Forum and Northern California Grantmakers, this guide shares seven practices and 12 tools for philanthropy-serving organizations (PSOs) who seek effective ways to mobilize resources to sustain their organization’s work

United Philanthropy Forum has built and maintains a series of managed Salesforce packages for use by the members of the KM Collaborative. This overview details the custom features that extend the capabilities of Salesforce.

Step by step instructions on how to install and configure the Forum Salesforce Package and Speaker Partner Sponsor Package.

Join us on the trail with this PSO Field Guide that provides the stories of victory and defeat and provides details on the equipment necessary for successful partnerships and collaboration among PSOs and our partners. 

Please refer to these best practices when submitting support requests to the Forum’s Knowledge Services team.

The Drupal 7 Users Guide is a 40-page document that provides a high-level overview of the Forum's Drupal distribution and a comprehensive guide on how KM Partners use Drupal to manage their websites. This document is available for Drupal-Salesforce KM Partners to take a copy of and maintain specifically for their organization. In other words, this document is just the start, not the end-all-be-all, of your organization’s Drupal documentation.