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Forum Listserv Policy

May 2024

The Forum's listserv policy including general and legal guidelines, rules of etiquette, and how to instructions.

Source:
United Philanthropy Forum

Getting Ready for Drupal 10 Guide

April 2024

Rebuilding a website takes substantial planning, execution, and staff time. This document includes the key areas of information for preparing, designing, implementing and launching your Drupal website as a member of the KM Collaborative. Thank you to the three KM Partners who served as pilots for our new collective Drupal distribution: SoCal Grantmakers, Council of Michigan Foundations, and Philanthropy Ohio! This guide draws on their strategy, expertise, and experience.

Source:
United Philanthropy Forum

Code of Conduct

April 2024

Listserv compilation about a code of conduct or similar policy document for participants/members.

Source:
Forum Member

Salesforce Reports and Dashboards Demo

April 2024

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. 

Internal Controls and Efficiencies

March 2024

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.

Source:
Forum Member

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