Unit 4: Working with professional advisors & getting basic systems in place to accept major gifts
In this unit, you will discover the benefits of working with professional advisors. Also we have a handy link that will help you quickly find advisors in your community or region. Who are professional advisors? You'll find out in this section.
You'll also have a chance to view things from the perspective of an advisor, and find out how helpful they can be in the success of culitvating your supporters both existing and potential.
Gift Acceptance Policies: you'll also find material about gift acceptance policies and why having such policies in place helps you. We also have a basic Gift Acceptance Policy template that you can download and adapt for your organization.