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

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!

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!

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...

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...

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...

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...

[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...

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...

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.