Get Fully Funded

DECEMBER 7, 2021

Record the donation in your CRM platform as being from the bank. Your CRM platform has instructions on how to do this. Miscellaneous: Even life insurance policies, annuities, IRAs and other types of gifts should be straightforward to accept, as long as they can be liquidated. Simply thank the donor for their generous gift.

Donation 119

Donation Policy Policies Pass-Through 119

Qgiv

APRIL 26, 2021

These are: Event Registration Bidding Software Text Fundraising Livestreaming Platforms Volunteer and Staff Management Online Shop Video Editing Software Graphics Software Event Day Solution Liability Waivers. Liability Waivers. Liability waivers are essential to many virtual events. Offer training and orientation online.

Software 52

Software Fundraising Liability Template 52

Blackbaud

OCTOBER 18, 2024

Keep appropriate waivers and liability forms ready for volunteers to sign. Add them, if they are willing, to your affiliated volunteer roster and to your constituent relationship management (CRM) platform so you can keep them apprised of opportunities to support your mission in the future.

Management 98

Management Liability Insurance Insurance 98