In October 2025, DonorSearch joined EverTrue — the philanthropy-first intelligence behind DonorSearch, Signal, ThankView, and more.

Policies and Procedures of Fundraising: The Who, What, When, Where, Why and How

Join Kelley McGeehan as she dives into policies and procedures to have and develop to help your prospect management program run smoothly. Have gift officers who ask for more research than your team has time to produce? Need structure for how to enter contact information after a visit? Need timelines on how long prospects should be in a portfolio or a stage? These and other policies and procedures will be discussed in the webinar.

Additional Resources

More meaningful giving: a conversation with Alex Johnston

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How to Raise: Practical Magic: 26 Actionable Tips for Using AI at Your Nonprofit

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How To Raise: Asking Styles 101: Build Donor Relationships Through Your Key Strengths

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