Association of Fundraising Professionals

Orange County Chapter
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AFP 2008 Audio Conference Series

Thursday, April 24, 2008

Creating Your Policies and Procedures Manual
Barbara L. Ciconte, CFRE

  • In today's environment of increased scrutiny of nonprofit organizations by government agencies, regulators, donors, and the general public, it is important for nonprofit leaders to understand that public trust is vital to the nonprofit sector's mission, and their organizations must be transparent and accountable in order to succeed.

  • Key to gaining donor trust is keeping to established guidelines for handling donations and other business practices. Written policies and procedures for nonprofits' development-related activities are critical not only for showing they adhere to ethical fundraising practices, but also for enhancing relations with donors and funders and improving development staff efficiency and effectiveness. This session will cover the basic policies and procedures needed and the steps to follow in creating or updating a policies and procedures manual for your organization.

Participants will learn:

  • Participants will understand the importance of having written development-related policies and procedures to insure transparency and accountability to donors and to practice ethical fundraising.

  • Participants will learn the importance of incorporating A Donor Bill of Rights in its donor relations programs to insure long term relationships with donors.

  • By reviewing various sample policies and procedures, Participants will be able to revise or draft necessary documents for their organizations.

Target Audience:

  • Mid and senior level.

About the Presenter:

  • Barbara L. Ciconte, CFRE, Senior Vice President, Consulting Services, Donor Strategies, Inc. has worked in the nonprofit sector for more than thirty years and has considerable expertise in all aspects of fundraising and nonprofit management. A leading national educator, Barbara conducts workshops and seminars for international, national, regional and local nonprofit organizations. She is the co-author of Fundraising Basics: A Complete Guide, Second Edition, by Jones and Bartlett Publishers. Barbara served for five years on the board of the Association of Fundraising Professionals (AFP) and was the vice chair for professional advancement for two years. She is a past recipient of the AFP/DC Chapter's Outstanding Fundraising Professional Award.

Event Specifics:

  • Date:  Thursday, April 24, 2008

  • Time:  10 - 11:30 a.m.

  • Location: Volunteer Center Orange County. 1901 E. Fourth St. Ste 100, Santa Ana CA

  • Map: Map via MapQuest




AFPOC - 1407 N. Batavia Street, Suite 113 - Orange, CA 92867
Office: 714-997-3585 - FAX: 714-744-8975 - Email: office@afpoc.org

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