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Screenshot of video player for website howto on peer communities

Managing Peer Communities, Listservs and Other Groups

One of the most powerful benefits of Forum membership is access to our Peer Communities, listservs and other learning communities. This how-to will cover how you can sign-up, find related content and review a group roster.

KM Partners Only

The New Forum Website: Part I

This is a recording of KM Office Hours on 5/1/24 where we explored the new Forum Drupal 10 website and our internal process.

Screenshot of website tutorial on registering for an event

Register for a Forum Program

Website tutorial on how to register for an upcoming event.

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.

Members Only

Forum Member Check-in: Disability & Inclusion Pledge Insights April 29

Forum Member Check-in: Disability & Inclusion Pledge Insights 4/29/24

Join your United Philanthropy Forum peers to learn more about the Disability & Philanthropy Forum and the Disability Inclusion Pledge. PEAK Grantmaking will share their progress as a pledge signatory and how the Disability & Philanthropy Forum can support you on your organizational goals. This is a great opportunity to come with questions if you are interested in becoming a pledge signatory or are a current pledge member. We look forward to hearing your insights from your own organization's disability and inclusion journey.

Logging Into the New Forum Website

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

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 are currently a member of.

KM Partners Only

Salesforce Reports and Dashboards Thumbnail

Salesforce Reports and Dashboards Demo

During Office Hours on April 3, 2024 we explored Salesforce Reports and Dashboards with Craig Weinrich, Director of Member Services at the Council of New Jersey Grantmakers and Michael Zuber-Zander, Operations Manager at Connecticut Council for Philanthropy.

Members Only

Lean Keen Producing Machine March 6 Recording Image

Lean Keen Producing Machines Peer Community: 3/6/24

Join your PSO colleagues from organizations with 5 or fewer team members for a discussion to connect, share and learn how to maximize your strengths for greatest impact.

KM Partners Only

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.

Forum and CHANGE Philanthropy Webinar Diversity Among Philanthropic Professionals (DAPP) Survey and Report February 14 Recording

Forum and CHANGE Philanthropy Webinar: Diversity Among Philanthropic Professionals (DAPP) Survey and Report: 2/14/24

In this exciting session, representatives from CHANGE Philanthropy will present an in-depth overview of the DAPP, with emphasis on its history, core features, and examples of how PSOs can apply the DAPP data to their own knowledge building efforts. Our hope is that this session helps attendees think about how to use the DAPP to make changes in their own institutions.

Members Only

FOTH 2024 Meeting Protocols + Final Updates Webinar February 7th

FOTH 2024 Meeting Protocols + Final Updates Webinar: 2/7/24

This webinar will review Capitol Hill meeting protocols, talking points for FOTH participants, and final updates about programming and logistics.

Members Only

DAF Regulations A Comprehensive Briefing for the Philanthropic Sector January 31 Recording

DAF Regulations: A Comprehensive Briefing for the Philanthropic Sector: 1/31/24

During this informative presentation, tax policy experts from the renowned D.C. based law firm Miller & Chevalier will provide a comprehensive overview of the proposed regulations.

Forum + Nonprofit VOTE New Voter Engagement Toolkit Briefing: 12/4/23

Nonprofit VOTE will soon release its updated Voter Engagement Toolkit for Foundations. This event will feature this new toolkit and feature panelists who will help demystify, offer specific examples, and answer questions about ways private and community foundations can support and bolster voter engagement in their communities.

Members Only

Ask an HR Professional: 11/16/23

Join us for a conversation with HR/operations consultants from LaCire, Lauren Bell and Jamie Albaum. We invite Forum members to bring questions regarding a broad range of nonprofit employer-related policies and practices. Please note that all PSO staff, regardless of position, are welcome to join the call.

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All Videos

Managing Peer Communities, Listservs and Other Groups

The New Forum Website: Part I

Register for a Forum Program

Using the Events Calendar to Find Upcoming and Past Programming

Forum Member Check-in: Disability & Inclusion Pledge Insights 4/29/24

Logging Into the New Forum Website

Using "My Dashboard" - Your Personalized Portal

Salesforce Reports and Dashboards Demo

Lean Keen Producing Machines Peer Community: 3/6/24

Using Dataloader.io for Salesforce Demo

Forum and CHANGE Philanthropy Webinar: Diversity Among Philanthropic Professionals (DAPP) Survey and Report: 2/14/24

FOTH 2024 Meeting Protocols + Final Updates Webinar: 2/7/24

DAF Regulations: A Comprehensive Briefing for the Philanthropic Sector: 1/31/24

Forum + Nonprofit VOTE New Voter Engagement Toolkit Briefing: 12/4/23

Ask an HR Professional: 11/16/23

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