Resource
Senior Director of Finance
Listserv compilation about a position description for a Senior Director of Finance role.
Please note that the page will refresh each time you select a filter
Filter by
Topic(s)
Pillar
Content type
Location
Resource
Listserv compilation about a position description for a Senior Director of Finance role.
Resource
This is a recording of the KM Collaborative's July 29, 2020. Tracking and Measuring Engagements in Salesforce training session.
Resource
This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
Resource
This is a recording of a live demo from the KM Collaborative's November 10, 2021 Office Hours.
Resource
This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
Resource
This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.
Resource
This resource aims to explain the different types of fields in your Salesforce instance. This fact sheet will help you identify fields that come standard for all Salesforce customers, fields that are part of the Nonprofit Success Pack (NPSP), fields that come from the Forum Salesforce Package because you are a KM Partner, and others are custom fields, created specifically for your PSO’s individual purposes.
Resource
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.
Resource
As promotional partners of the Grantmaker Salary & Benefits Survey, Forum members have access to access to the full report and its benchmarking tool.
Resource
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).
Powered by the Knowledge Management Collaborative
© 2024 United Philanthropy Forum. All Rights Reserved.
Not a Member? Join the Forum to help increase philanthropy’s impact.