Here’s what we’ll do in the Donation Received - Now What? Workshop:
I’ll walk you through the decisions you need to make about
- managing the incoming donor data
- handling the incoming money
We'll come up with a plan that's easily implementable for your team, and also meets your donor's needs as well as relevant privacy laws, including GDPR.
You can record all these decisions in a policy and in a clear Standard Operating Procedure (SOP) so that all the steps are easy to repeat. That way anyone on your team can easily implement your new Donation Policy even if they just started or are stepping in for a sick colleague!
So that you can serve the good people who donate to your nonprofit in a personalised way without worrying they could feel spammed or being afraid of violating any privacy or data laws that apply.
The Donation Received - Now What? workshop contains:
- Two searchable videos with closed captions, downloadable as mp4, and downloadable transcripts, for easy access wherever you are and whatever your listening/viewing or reading preferences.
- Fillable Workbooks that will walk you through all the decisions you need to take and all the things you need to have in place for a compliant donation policy and practice. Through the workbooks you'll develop your own Standard Operating Procedures (SOPs) that anyone on your team can easily follow.
- Access to a Question Box for all your private questions.
- Access to a private community on Heartbeat to share your experiences, dilemmas and questions with your nonprofit colleagues, including me.