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Website How-Tos

Featuring written and video overviews to help orient you to the United Philanthropy Forum website.

How-To Overviews

Logging Into the Forum Website

This resource explains how to log into the Forum's new website by activating or creating your account.

Go to Log-In Overview

Using "My Dashboard" - Your Personalized Portal

How to use "My Dashboard" as your personalized portal to update your individual and organizational profiles, review your upcoming and past registrations, access past orders with receipts/invoices, find your bookmarked content, and identify which peer communities, listservs, and groups/committees you have joined.

Go to Dashboard Overview

Using the Events Calendar to Find Upcoming and Past Programming

How to use the Forum's events calendar to find upcoming and past programming, including narrowing down results with filters and a search.

Go to Forum Calendar Overview

Register for an Event

How to register for an upcoming Forum program and add it to your calendar.

Go to Registration Overview

Coming Soon

Future how-tos will cover:

  • joining a peer community
  • finding peer community resources
  • submitting a Philanthropy Field Event
  • using the member directory

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