Donor Management Policies and Procedures Guide
Providing a roadmap for developing your own policies and procedures manual
A well-crafted policies and procedures manual will help you create a constituent database that will support your mission by providing clear and consistent data, an effective communication tool, and strategic reports to enhance fundraising.
- Developing procedures for managing money and data entry.
- Giving specific examples for setting standards in your data entry.
- Discussing the tracking of special constituents.
- Providing a Data Management Flowchart that you can adapt to your own organization.