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Webinar: The House Always Wins! Policies and Procedures That are Understandable, Organized, and Needed for any Organization
Thursday, November 12, 2020, 12:30 PM - 1:30 PM CDT
Category: Events

The House Always Wins! Policies and Procedures That are Understandable, Organized, and Needed for any Organization
Rich Duncan

Date: Thursday, November 12, 2020

Time: 12:30 p.m. CT

As development officers and generally Type A personalities, we tend to avoid the minutiae and the building blocks that pave the way to success. We shy away from projects like this but, to have a successful campaign or even a growing development effort, you need the Keystone, which is your roadmap to successful donor relations and consistency.

This will NOT be an in-depth look at every policy. This webinar will introduce guidelines for creating the best policies for your organization. What to consider and 
you will also get templates you can and should customize for your ministry.

  • Do you have a way to handle a Gift in Kind you don’t want or can't use?
  • Do you have a confidentiality agreement for volunteers and staff that that work with sensitive information?
  • What if a leadership donor (with a naming) is arrested and convicted of a crime?
  • How do you handle a gift on behalf of a donor’s pledge? (DAF?)
  • Do you define roles and responsibilities?
  • Should pledges be “legally enforceable”?
  • Do you define restricted, unrestricted and temporarily restricted gifts?
  • Do you require a percentage of funds that are raised for bricks and mortar to go into a maintenance endowment?
  • How do you count deferred gifts in a campaign?
  • How anonymous is anonymous?
  • Gifts of real estate …

Policies and Procedures protect you, your staff, and your organization.

Remember that webinars are 
FREE to ALL ALDE members, and we just need you to RSVP. Webinars are $75 for nonmembers. Not a member? Attend your first webinar free to experience ALDE!

Rich Duncan, MBA, CFRE,
 is the Chief Development Officer of Lutheran Services Carolinas and President of The Foundation for Abundant Living. Prior to that he was with the Evangelical Lutheran Church in America (ELCA) in Chicago as the senior Director of Mission Funding for the Always Being Made New Campaign. He had also worked in advancement at his undergraduate alma mater, Lenoir-Rhyne University. While there, he became Executive Director of Development.  His background is in pharmaceutical and medical manufacturing. Rich has a B.S. in biology from Lenoir-Rhyne University and an M.B.A. with an emphasis in management and marketing from Jacksonville University. Rich is married to Christine A. Post-Duncan, CFRE. She is the Gift and Estate Planning Director for JourneyCare. They have just celebrated 31 years of marriage and have two adult sons; Jake and Will.



Contact: Laurie Brill - [email protected]