Call Report
This editable document is to be used when a board or staff member takes a meeting with a potential stakeholder in order to collect pertinent information about the entity and the details of the meeting. The information can then be entered into your CRM and moves management system.
ACCEPTANCE Policy
Simply use “find and replace” to change {Organization Name} to your organization for a turnkey gift acceptance policy draft. EDEN+ recommends your general counsel review the document prior to board approval.
COnflict of Interest Policy
Board members and staff should complete a conflict of interest statement annually or at any changes in situation. This editable document serves as a basic policy and signature form.
This plan is a very basic moves management plan to create and assign actions for a 30 day period.
30 Day Action Plan
Donor Prospect Exercise
Using a pull system of donor identification this worksheet helps individuals brainstorm their connections and identifies them for the organization ahead of research and evaluation.
The balance between board, executive, and staff responsibilities varies from organization to organization but should be clearly defined at each one.