Inputting Pledges and Proposals - What processes are you using?

Joelle Ferreira 3

Hi Community Friends, 


I'm working on creating a policy manual for new staff that are coming in around inputting pledges and proposals. Does anyone have a template/ procedures that they're using and that are working for their organization? Right now two MGOs are inputting pledges when they remember and they're not always linked to the proposal. Our process is inconsistent and I'm looking to see if there are better ways to tighten it up. 


Thanks in advance for your help! 

JoAnn Strommen

Our procedure for entering pledges has always been to enter pledge and send acknowledgement to donor within 72 hours of receiving documentation of the pledge.  If MGOs are not entering the pledges, IMO that affects their job performance and the success of your organization.  I would definitely call them on it.

Debra Holcomb

Our gift officers can enter their own proposals, but only the data entry staff can enter gifts/pledges.  This ensures the data entry team has everything in writing to enter a pledge that will meet our auditing standards.