Gift Acknowledgement Policy & Procedures
I have been tasked with writing a Gift Acknowledgement Policy & Procedures for my organization. I am looking for any of the following elements:
Tracy
- Identify the systems for acknowledging all gifts.
- Who will initiate the acknowledgement? Open the mail, run online reports, etc.
- Create a process that includes how the gifts are entered (direct or manual) into CRM, type of acknowledgement (receipt and personal thank you), how gifts are communicated to the board, public acknowledgement, and how to handle confidential gifts.
- Include dollar thresholds (designate the type of acknowledgement for different levels of giving).
- Designate a timeframe for when gifts are acknowledged.
- Separate gift receipt acknowledgement from personal thank you note.
- Retention policy for gift receipts, check copies, online gift transactions, and thank you communications.
Tracy
0
Comments
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Hi Tracy,
I've pulled together a few resources on gift acknowledgement policies and procedures and linked them below. Hope this is helpful!
Sample Gift/Donor Acknowledgement Policies Best Practices in Gift Acknowledgement- National Council of Nonprofits
- AASP and ADRP (with sample "thank you" letters)
3 -
Thank you Angela! I really appreciate you assistance!1
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