Policies and Procedures

We develop policies and procedures that create consistency and help protect your organization.

You cannot remember everything. And if someone within your organization leaves, they probably have much of their job responsibilities memorized and take that information with them.

We help you identify and create organization policies and protocols to guide your fundraising and marketing efforts.

  • Board management
  • Data entry/CRM
  • Gift processing
  • Gift acceptance
  • Grants management
  • Marketing
  • Planned giving
  • Reporting
  • Sales process

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