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Covenant Partner Operations
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.
Search for a topic in the manual:
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”.
Board policies
There are a number of policies that the Internal Revenue Service recommends for nonprofits. Here are templates for those policies:
Board Conflict of Interest Policy Template
Document Retention and Destruction Policy Template
Public Disclosure of Information Policy Template
Anti-Money Laundering Requirements
Information on federal laws and regulations designed to prevent money laundering that have application to covenant partners that write mortgages.