I've attached my Event management procedures - hope it helps. Karen

FYI - this is an older one - but gives you a start (also has our logo, etc.) Prospect Identification Form Name________________________________________________________ Address Lines__________________________________________________ City, State Zip_________________________________________________ Spouse_______________________________________________________...

If you are a non profit, the new 990 suggests a data retention policy that may help in this area. I believe most records in regards to audits and financials are 7 years - but you'll wnat to check with legal council. And btw there is no regulation or law requiring you to keep copies of checks - you...

I would have a look at the IRS guidelines. I would think your Board would discourage that. We have Board members that live out of State that come in for meetings and we certainly don't pay their expenses or hotel rooms, etc. http://www.irs.gov/pub/irs-pdf/p526.pdf http://www.irs.gov/pub/irs-pdf/p1771...

We have implemented a really slick process to do this. I've attached the information for our staff thank you calls. We do the calls for all gifts up to $249. Our board does calls for all gifts $250 plus. We hve a very similar procedure for them, with adjusted solicitor and gift criteria. Please let...

here is my deceased records policy

Attached are my policies for has no valid address.

Attached are my policies for inactive records.

Here's what we have. We also have a specific Confidentiality Agreement Form that employee sign & agree upon hiring. It is a basis of suspension or termination if an employee is causing a breach in security of our data. It states something like this: Employees will not remove any information in...

We have a card sent to the family of the deceased, that includes up to 5 names (another org had up to 10 with addresses). RE Mail - Hon/Mem Acknowledgement letters Fields to include tab 2 - here is where you pick what info you want to have on your letter (donor name or name & address), you want to...