No matter what you call them, written documents to direct the work of donor relations are key to consistent outcomes and easy to manage donor relations programs. Heurista has helped organizations draft and operationalize policies and procedures to guide a wide variety of institutional advancement tasks. From gift acceptance to naming opportunities to board governance policy, Heurista can ask the right questions and help mitigate risk by crafting straightforward documents.

Contact us to schedule a no-obligation call to discuss your policy and procedure needs. Upon request, we can share references from other clients who have used Heurista for this important work.