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Treasury DAF Hearing Transcript
On May 6th and 7th, the U.S. Department of the Treasury and the IRS hosted hearing in response to comments it received on proposed DAF regulations. United Philanthropy Forum Senior Director of Public Policy Matthew L. Evans joined over 30 different speakers and testified during the hearing.
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Using Dataloader.io for Salesforce Demo
During Office Hours on 3/6/24, we explored using Dataloader.io with Salesforce with Kim Snipes, Director of Knowledge Services at the Forum.
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Congressional Tax Writers Urge Changes to IRS DAF Proposal
A bipartisan group of 33 House Ways and Means members wrote a letter to Treasury Secretary Janet Yellen urging reconsideration of the IRS' proposed donor-advised funds (DAFs) regulations.
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Treasury Hearing Agenda: Proposed Regulations on DAFs
In response to the recent comments the U.S. Department of the Treasury received on proposed DAF regulations, the department released a notice of hearing on “proposed regulations regarding excise taxes on taxable distributions made by a sponsoring organization from a donor-advised fund (DAF), and on the agreement of certain fund managers to the making of such distributions.” On Monday, April 29th, Treasury published the agenda and list of confirmed speakers who will participate in the hearing, including Forum Senior Director of Public Policy Matthew L. Evans.
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Move to State and Country/Territory Picklists
This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
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Best Practices for Managing Salesforce Duplicates
This is a recording of the KM Collaborative's 2023 User's Group Session: Best Practices for Managing Salesforce Duplicates.
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101 Communication Tools Resources
These are the notes and recording from the 2020 Virtual KM Users Group 101 Communication Tools session.
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Drupal 7 Integration Troubleshooting Demo
Courtney and Val from the Forum walk KM Partners through common troubleshooting scenarios such as: why someone can't register, why someone isn't seeing member pricing, and why someone isn't appearing in the member directory.
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Form/Survey Tool Integrations with Forum Salesforce Package Demos
This is a recording of the KM Collaborative's November 3, 2021 Office Hours call featuring demos of Salesforce integrated form/survey tools.