Hey guys!
We're fairly new to Tess and want to get a sturdy policies and procedures manual together. Would anyone be willing to share any they've created since working with Tess?
Thanks!
We have some things in place, do you know what you're looking for specifically?
Hey there Melissa!
We're hoping to focus on Memberships, Acknowledgements, and Gift Processing in relation to pledges and Donor Advised Funds. But if you'd be willing to share your policies and procedures that would be awesome!