Shared Client Documents: Policies and Procedures

Charitable Gift Annuities

25

Penny Fox Category Shared Client Documents: Policies and Procedures Oct '20

Addressees/Salutations

9 212

Elena Koutouzos Category Shared Client Documents: Policies and Procedures Aug '20

Recording Stewardship Mailings in RE

2 45

Gina Robinson Category Shared Client Documents: Policies and Procedures Aug '20

Coding RMD and QCD Gifts

24

Christy Kaufman Category Shared Client Documents: Policies and Procedures Aug '20

Data Continuity - Policies and Procedures

146

Shannon Rice Category Shared Client Documents: Policies and Procedures Aug '20

Entering Charitable Lead Trusts in Raiser's Edge

1 16

Laura Jordan Category Shared Client Documents: Policies and Procedures Jul '20

Shared accounts for temporary users

1 31

Michelle Harper Category Shared Client Documents: Policies and Procedures Jun '20

Policy for Cancellation of Recurring Gift After ...

4 62

Lisa Whatley Category Shared Client Documents: Policies and Procedures Jun '20

Policies & Procedures Manual K-12 examples

112

Heather Foster Category Shared Client Documents: Policies and Procedures May '20

How does your organization create monthly progress ...

30

Lanetta Gilder Category Shared Client Documents: Policies and Procedures Apr '20

When to add a Constituent Policy/Procedure

1 79

Kylee Hamilton Category Shared Client Documents: Policies and Procedures Apr '20

Training timeline

1 70

Sofia Bonnelly Category Shared Client Documents: Policies and Procedures Mar '20

Template for a Data Dictionary

3 125

Marianne Graunke Category Shared Client Documents: Policies and Procedures Mar '20

Enrollment Management Policy and Procedures Manual

54

Marsha Warmuth Category Shared Client Documents: Policies and Procedures Jan '20

Counting Phone Calls as Visits in Actions

4 73

Angie Greulich Category Shared Client Documents: Policies and Procedures Dec '19

eTap Policy and Procedures guide

37

Kelly Hartnett Category Shared Client Documents: Policies and Procedures Dec '19

Document Retention Policy for High Ed Advancement

1 38

Heather Breerwood Category Shared Client Documents: Policies and Procedures Dec '19

Relationship/Reciprocal Codes

2 155

Caleb Stumberg Category Shared Client Documents: Policies and Procedures Nov '19

Web-view Oriented Policy, Procedure, and Training ...

21 747

Thom Boivin Category Shared Client Documents: Policies and Procedures Oct '19

I'M LOOKING FOR AN EXAMPLE FOR THE "ON" PRODUCT FOR ...

42

Mary Anne Bender Category Shared Client Documents: Policies and Procedures May '19