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2023 Key Metrics for Philanthropy-Serving Organizations

December 2023

The 2023 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs). 

2023 Key Metrics for Philanthropy-Serving Organizations - Full Report

December 2023

The 2023 Key Metrics for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the finances, membership, services and programs, operations, and governance of regional and national philanthropy-serving organizations (PSOs). 

Journey Toward Racial Equity Report: Year 2

June 2023

This report benchmarks the progress of the Forum’s PSO members on advancing racial equity. In doing so, this report helps shed light on the internal and external racial equity strategies being undertaken across the larger PSO field. We also offer a summary of the successes and challenges PSOs face in designing and implementing racial equity efforts for further reflection and action.

Sending Email from Salesforce

May 2022

These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Sending Email from Salesforce.

Source:
United Philanthropy Forum

The Storytelling Spectrum

August 2021

These are the notes and recording from the 2021 Virtual KM Users Group The Storytelling Spectrum session.

Source:
United Philanthropy Forum

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