Best Practices for Major Gifts and Mid-Level

Cindy Shanks

I need help putting together a policy/procedures for Major Gifts (MGO) and Mid-Level (MLO). Would you mind sharing a copy of yours?

Matt Connell

I'm a Blackbaud Instructor, so I don't have a policy guide from an organization that I can share, but I think Blackbaud's Prospect Management Guide gives a good framework: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.blackbaud.com/docs/default-source/how-to-documentation/altru-user-guides/altru-user-guides-system/rpprospectmanage.pdf?sfvrsn=257a4134_4f
This Support video is also a super detailed resource. Again, not a policy guide but definitely a good resource when building one.
https://www.youtube.com/watch?v=-3a6_cbWpz8
I hope this helps!