Does your organization need a "Policies and Procedures" manual?

Do you wish your organization had a "run book" telling you what information to record about constituents, how to handle address changes, correct errors in gift records, keep reference codes current, manage major donors, and so on?

The whitepaper Implementing Fundraising Policies and Procedures provides a roadmap for developing your own policies and procedures manual by:

Identifying specific decisions your organization needs to make to get started.
Giving specific examples of both policies and procedures for each decision point.
Describing how fundraising software should behave to support your efforts in each of these areas.
Providing an outline of a Fundraising Policies and Procedures Manual that you can adapt to your own organization.

Well-crafted policies and procedures manuals can make your fundraising software and constituent database do the jobs they were intended to do: support your mission by providing clear and consistent data, effective communication tools, and direction-setting reports.

After reading the whitepaper, download the "Policies and Procedures" sample manual to get started.

Sincerely,