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Membership Metrics in Salesforce
This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
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This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
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In this website how-to video, we review how to use the member directory to find out more about Forum members. Forum members have access to the full directory including organization and contact details so don't forget to log in.
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The Forum's listserv policy including general and legal guidelines, rules of etiquette, and how to instructions.
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Listserv compilation about a code of conduct or similar policy document for participants/members.
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Listserv compilation about a set of policies/practices to guide management of budget expenditures such as authorization over a certain amount, travel policy expenditures, and general approval of invoices.
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Listserv compilation about membership contracts and agreements from the AllCEO listserv.
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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).
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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.
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Listserv compilation about how PSOs are onboarding new members.
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