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.right640_crop

  • 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.

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