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Requirements Gathering
This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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This is a recording of the KM Collaborative's September 30, 2020 Viewer's Choice training session.
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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.
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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.
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The Forum's Public Policy Portfolio includes a decision filter for members to use when considering whether and what action to take regarding a public policy issue.
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Philanthropic and Charitable Sector letter to Congress in support of the John Lewis Voting Rights Advancement Act.
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Find out more about the Drupal and Salesforce onboarding process for new KM Partners joining the Collaborative.
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Forum Senior Communications Manager, Tirrea Billings, shares insights and learnings from the 2023 Communications Network Conference.
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During the first week of October, more than 60 sector leaders and advocates from foundations and regional and national philanthropy-serving organizations (PSOs) gathered virtually for United Philanthropy Forum’s 2023 Philanthropy + Policy Institute. Esteemed guest speakers and attendees convened to discuss and develop ways to position PSOs as the catalysts for sector advocacy efforts and foundations' role as both advocates and in supporting year-round public policy work.
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