Shared Client Documents: Policies and Procedures

Determining Head of Household

6 64

Carrie Clark Category Shared Client Documents: Policies and Procedures 11d

Acknowledgement SOP or Process/Procedures

2 54

John Cioni Category Shared Client Documents: Policies and Procedures 18d

Problems with Paper Save

22

Margaret Arroyo Category Shared Client Documents: Policies and Procedures Nov '22

Query Request Template

4 69

Chris LeBlanc Category Shared Client Documents: Policies and Procedures Oct '22

Internal Survey

10

Melissa Anderson Category Shared Client Documents: Policies and Procedures Aug '22

Policies, Procedures & Manuals Oh My!

11 1.7k

Spring Velazquez Category Shared Client Documents: Policies and Procedures Jul '22

Best Practices or Policy and Procedures

16 208

Kelly Thayer Category Shared Client Documents: Policies and Procedures Jul '22

Policies and Procedures Manual

1 187

Debbie Kanda Category Shared Client Documents: Policies and Procedures Jun '22

Giving Societies - Do You Count Gifts-in-Kind? ...

9 74

Tom Klimchak Category Shared Client Documents: Policies and Procedures Feb '22

Hospital Foundation Policies and Procedures

1 101

Alexa Schultheis Category Shared Client Documents: Policies and Procedures Jan '22

Appeal Distribution Form

1 61

Christopher McFarlane Category Shared Client Documents: Policies and Procedures Jun '21

Applying an appeal to certain records

3 64

Rosa Valdes Category Shared Client Documents: Policies and Procedures May '21

RE Procedures

3 619

Veronica Williams Category Shared Client Documents: Policies and Procedures Apr '21

Policy and Procedure Guide for Database and/or ...

48 874

Douglas Manigault III Category Shared Client Documents: Policies and Procedures Apr '21

Sharing donation amounts with solicitors

5 63

Cristy Balcells Category Shared Client Documents: Policies and Procedures Mar '21

Soft Credit Guidelines

7 206

Kylee Hamilton Category Shared Client Documents: Policies and Procedures Mar '21

Charitable Gift Annuities

37

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

Addressees/Salutations

9 414

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

Recording Stewardship Mailings in RE

6 102

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

Coding RMD and QCD Gifts

62

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