Gift Processing Manual Samples

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Gift Processing Manual - Introduction

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Links to other sample sections.

Section 1 - Gift Processing Introduction
Section 2 - Initial Preparation
Section 3 - Determining the Donor's R Number
Section 4 - Constituent/Organization Record Update
Section 11 - Designation Setup
Section 12 - Pledge Documentation
Section 13 - Protecting Constituent Information
Section 14 - Online Giving Site Documentation
Section 15 - Gift Acceptance Guidelines
Section 16 - Giving History 101
Section 17 - Procedure for Annual Pledge Review
Section 18 - Deferred Gift Matrix
Section 19 - Gift Receipting Memorandum
Section 20 - Gift Receipt Reviewing
Section 22 - Non-gift/gift Portion Documentation

Contributed by ...

Candace L. Hamblin, Coordinator of Data Systems, Advancement Services, Rollins College

I am mainly responsible for reports and records management at Rollins College, and I have been at Rollins since 2000. We converted to SCT Banner in May 99, which we use in conjunction with MS Access for reporting & data maintenance. Our Director of Advancement Services is Wendy Gasparri, who handles campaign data presentation and distribution.

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Gift Processing - Sample Sections from Gift Processing Manual

Records Management Statistics - Template used to help evaluate status of processed records, Template for evaluating records processed.

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