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

Actionable Results From Screening and Segmentation—NC State University Case Study

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The AP Asked ‘Why Do They Give?’ DonorSearch Can Answer that Very Question 

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Frontlines of Social Good: Game-Changing Tech for Nonprofits: What’s Next and Why It Matters

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