Search results matching tag 'policies and procedures'

Re: Policy & Procedure Manual

7FE8BE37-CE5B-4960-8A8E-5E48F260D4AF — Mon, 02 Nov 2009 15:23:57 GMT

Good Morning Laura,

Could I please get a copy of your Policy and Procedure Manual as we are trying to get one started in our office and any help would be much appreciated.

Thank you,

Terri Kalb

terri.kalb@svrhc.org

Re: Policies and Procedures Manual

f8f90fbb-63d4-43b8-b90d-60cf62f47d94 — Tue, 27 Oct 2009 16:35:51 GMT

Cindy -

I would love to see your first draft and any tips or notes you would be willing to share about how you developed your manual. Could you please email a copy of what you have?

sharper@wbco.net

Thank you so much!

Re: Policies and Procedures Manual

f8f90fbb-63d4-43b8-b90d-60cf62f47d94 — Tue, 27 Oct 2009 16:33:34 GMT

Hi Anita,

Can you please email me your tips of how you went about creating this? Also a sample of the manual would be great.

sharper@wbco.net

I so appreciate it! Thanks!

Cash gifts paid by another constituent

F5BAF903-84B0-45AA-8128-A224BA885C75 — Wed, 21 Oct 2009 17:05:37 GMT

Hi there,

I want to find out how other RE users tackle the issues with entering Cash gifts paid by another constituent. As an example, some of our Trustees prefered to donate to us by way of their private foundations or designated fund organizations. So for all intents and purposes, the Trustees should be one receiving the hard-credits to those gifts and enjoy the tax-deduction, despite the actual payments were generated by the Foundations.

Here are the 3 methods of processing this in RE that I can think of -

1. Enter as Cash gift under the Foundation's record and add a soft-credit to the Trustee. This is not so desirable because the Trustee should be one being hard-credited, not soft-credited.

2. Enter as Cash gift under the Trustee's record and add a soft-credit to the Foundation. This is good for donor recognition but affects accuracy of the payment entry.

3. Enter as Pledge under the Trustee's record and link it with a Pay-Cash by the Foundation. Moreover, add a soft-credit to the Trustees on the Pay-Cash record. This satisfies the donor recognition and payment entry, but it clouds the definition of "Pledge" because this is a one-time gift.

I look forward to hearing your feedback on this!

Best,

Eugenie

Manager, Development Services--Cleveland, OH

78da19c9-95b5-4d64-bd89-c09f80f0f92e — Thu, 08 Oct 2009 15:49:25 GMT

University Hospitals’ Office of Institutional Relations & Development is looking for a talented and experienced candidate to fill the position of Manager, Development Services. University Hospitals is a community-based health care system which serves patients at more than 150 locations throughout Northern Ohio, including seven wholly owned and four affiliated hospitals. Committed to advanced care and advanced caring, UH encompasses the region's largest network of primary care physicians, outpatient centers and hospitals. The network also offers specialty care physicians to treat almost every disease and condition, skilled nursing, elder health, rehabilitation and home care services, and occupational health and wellness.

Please see the job description below. Interested candidates should contact Beth Dowell at 216-767-8473 or via email at Beth.Dowell@UHhospitals.org.

-------------------------------------------------------

Manager, Development Services

Position Summary/Essential Duties: The Manager, Development Services will lead the Development Services team, serve as the liaison to UH’s Finance Department, and provide strategic vision to ensure the department’s goals and objectives are achieved. Responsibilities include:

Provide highly effective leadership to the Development Services team. Recruit and retain top talent. Plan and implement effective team meetings. Set strategy and goals and oversee implementation.
Oversee the gift accounting system for University Hospitals to ensure that the daily activities of processing, receipting, acknowledging, depositing, and reporting of all gifts and pledges are being performed with maximum efficiency.
Serve as the primary liaison with Accounting, Treasury, and the Research Institute for all philanthropic financial issues.
Ensure the integrity of the UH donor database.
Lead the development, maintenance, and implementation of all Development Services policies & procedures.
Serve as the departmental expert on applicable gift processing guidelines, best practices, and laws.
Consult with IR&D senior leadership in devising database information and reporting systems.
Manage the production of all fundraising reports.
Serve as the primary liaison to IT&S for system installations, upgrades and integration.
Perform other duties as assigned.

Education/Expertise:

Bachelors Degree required, Advanced Degree preferred.

Experience & Knowledge:5-7 years experience in database management. 3-5 years in a supervisory role. Ability to lead in a fast-paced environment with little or no supervision. Exceptional written, oral and interpersonal communication and organization skills are a must. Ability to plan, execute and evaluate highly effective goals, programs and projects. Highest levels of professionalism, diplomacy, independent discretion in decision making matters, and confidentiality are essential. Special Skills & Equipment Knowledge:Extensive knowledge of Raiser’s Edge fundraising software preferred. Working knowledge of fundraising software, Microsoft Office software, Crystal Reports Writer, and other query analysis tools. Experience with Oracle desired. Must have extensive knowledge of the guidelines and laws pertaining to the accounting of philanthropic gifts (i.e. Internal Revenue Service codes, campaign reporting guidelines, etc.)

Sponsorship acceptance policities?

877831de-dcad-4b73-bb4d-d228a7494cc0 — Wed, 30 Sep 2009 18:55:08 GMT

I would like to know if anyone has created sponsorship acceptance guidelines or policies. I work for a college, and we would like to implement a policy that would set the guidelines for acceptable sponsors i.e. that the sponsor's values/missions/ethics are aligned with the College's, having a particular sponsor should create a positive public perception of the organization, sponsors should be reputable....

Can anyone help?

Thanks!

Considering wether to Post to GL when not using the .csv file with Financial Software

AE04E271-00C2-45C0-9B85-00339E5A7183 — Wed, 23 Sep 2009 13:51:46 GMT

We are looking at Risk Management regarding what changes can happen to gifts after banking and receipting. In the future we would like to integrate RE with our financial system (currently Acc Pac) but it is not a priority project right now.

What are the benefits to posting to the GL if our accountants are not using the reports to reconcile/post? Does this not add work for the data entry staff if changes need to take place on records after they are posted (temporary data entry staff errors, NSFs, etc)?

Who takes responsibility for Posting at other organizations? Adjustments?

How do we determine the best dates to use regarding Gift Date and GL Post Date: Currently we use the data entry day for both (even though we are not posting)?

Can we alleviate risk by changing the Security/User Rights to edit/delete of gifts instead to alleviate risk and then Globally Change the status to Posted months later and away from busy processing time?

Thank you,

Tim Bishop

Database Analyst, Covenant House Toronto

Re: Importing new addresses for old constituents

4244da69-cde3-4d48-9e92-73863595f75a — Tue, 15 Sep 2009 18:01:14 GMT

[quote user="Shirley Platt"]

I am having the hardest time following the knowledge base answers for importing new preferred addresses for old constituent accounts. Does anyone have a header row that I can look at to see if I can follow it?

[/quote]

Shirley- I've posted my address update header, hope it helps you.

Forums » Product Forums » The Raiser's Edge » Shared Client Documents: Policies and Procedures » Basic Address Update Import Header

Jana

Basic Address Update Import Header

4244da69-cde3-4d48-9e92-73863595f75a — Tue, 15 Sep 2009 17:42:12 GMT

This is my standard header for updating RE addresses. The new address data (with new ImportID) is first, followed by the old address data. You will need to import phones separately (I create an import file from my current list and export it, update the ImportIDs, and import the file). If this is just an address formatting update (NCOA) then you can just "update existing records" on the import.

Re: Policies and Procedures Manual

4b5d6a51-667c-4e05-b5ed-57bbc1d84a0e — Wed, 09 Sep 2009 15:27:16 GMT

I am also looking for something similar....not quite an actual sample because there are plenty of those in the Shared Client Documents, but really an outline of what should be included.