Support from the Top | Standard 2
The nonprofit has a strong internal business case for gift planning embraced by management and Board.
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Support from the Top | Standard 3
Each member of the nonprofit’s management team is committed to relationship-based, collaborative fundraising and sees gift planning as an integral part of the donor experience across all lines of fundraising.
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Support from the Top | Standard 4
The nonprofit has clear policies to manage risk and ensure accountability to donors and the nonprofit and the public.
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The following policies are documented and accessible to staff and donors: |
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The Ability and Capacity to Execute | Standard 11
The nonprofit has qualified staff in place to drive and support the gift planning process.
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Donor-Centric Engagement and Management | Standard 13
All donors and prospects are offered timely, accurate gift planning information to ethically maximize the donor’s charitable impact and personal benefit.
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Donor-Centric Engagement and Management | Standard 16
The nonprofit has a donor-centric culture that meets the needs of each donor.
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