Note on donor record keeping
Donors are the lifeblood of nonprofit organizations. Keeping accurate records of donor information and gifts is vitally important to the continuing success of fundraising efforts. If you are using donor management software (e.g. DonorPerfect, Blackbaud) the program will do much of this work for you. Unfortunately, such programs are expensive. A viable option is to set up a database program using, for example, Microsoft Access.
Helpful hint: If you want to search for a specific topic in the Operations Manual, search for the word “manual” followed by a “+” sign and then a specific term. For example, if you want to know more about hammers, you would search for “manual+hammers”.
There are a number of policies that the Internal Revenue Service recommends for nonprofits. Here are templates for those policies:
Anti-Money Laundering Requirements
Information on federal laws and regulations designed to prevent money laundering that have application to covenant partners that write mortgages.