Database/Records Management

[Private Vault Tutorial]
By Linda Lysakowski, ACFRE
CAPITAL VENTURE, CEO/President

It is important to have the structure of the development office in place before beginning a capital campaign. It is the foundation for any fundraising/development program. The composition of the development office should include:

  • Development Plan
  • Structure — staff & workflow
  • Operations — policies and procedures
  • Systems Management-based upon a database/fundraising software program
  


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