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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

Code of Conduct

April 2024

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

Source:
Forum Member

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

PSO Program Partnerships

August 2023

How do philanthropy-serving organizations (PSOs) partner together on programming? These partnerships take place along a continuum with varying levels of time and resource commitment.

Membership Metrics in Salesforce

February 2022

This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.

Source:
Forum Member

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