Creating Your Policies and Procedures Manual

LOCATION: YMCA of Greater Toronto, 3rd Floor

20 Grosvenor Street, Toronto

TIME: 12:45 p.m. - 2.30 p.m.

COST: Members: $20.00 Non-Members: $25.00

*Please note that food will not be served*

*Registrants are welcome to bring their own lunch.*

Program Summary:

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.

Learning Objectives:

• 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.

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.

Target Audience: Mid and senior level - US and Canadian participants

Participation in a live session or use of an audio recording of the program qualifies for 1.5 points toward CFRE education requirements.