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paperless » policies and procedures (RSS)
  • Hardcopy vs. Electronic Donor Correspondence Records

    Recently we had a discussion in our office regarding electronic vs. hardcopy donor correspondence records. Currently we are keeping hardcopies of letters to donors of $250+ and have recently begun keeping e-copies of all gift acknowledgement letters and donor proposals on RE. My question for the group...
    Posted to Forum by Rachel Greene on 07-13-2011
  • Electronic Filing/Linking to RE

    I'm not sure if I'm posting in the right forum for this, but maybe it can be moved if not. I've used RE in two different positions. One for volunteer management and the other, now, for development. My question is regarding scanning donor material that is sent with gifts and linking to RE...
    Posted to Forum by Diana Neanover on 12-11-2008
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