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Monthly and Annual Reconciliation Policy & Procedures 

It's no secret that Finance and Development speak different languages and care about different things. There is a difference between counting and accounting. This policy is going to help you build a long-standing, mutually-beneficial relationship with our friends in Finance.

A collegial, respectful partnership between the Development and Finance departments is essential to the organization’s success. Development is the organization’s face, with a focus on engaging the community and cultivating and stewarding donors. Finance is organization’s checks and balances; they need to accurately account for all “cash in hand.”

Although these two departments have different objectives, they must have a strong working relationship to seamlessly reconcile, ensure the organization passes fiscal audits, and maintain a united front when presenting to leadership and boards.

What You Get with This Policy:

  • A deep understanding of exactly how Finance and Development view revenue so each department can open the lines of communication
  • Gift Entry standards to ensure that data is entered correctly into the fundraising database in order to easily and seamlessly reconcile with Finance
  • A list of reports for Development to provide to Finance monthly
  • A list of reports for Development to provide to Finance annually

In addition to the policy that you can make organization-specific, you'll also get one video lesson that discusses standards, codes, and use cases for this policy. 

Relevant for all databases and all sizes of development departments


Still not sold? Let's talk about some of the amazing outcomes of doing this exercise!

Agreed-upon, Written Standards 

Your organization will possess written standards that ensure gift entry into the fundraising database is logical and easily reconciled with Finance. Not only does that bridge the two departments, it keeps everyone "in the know" about how gifts are processed and entered. 


Open Lines of Communication 

Finance and Development know how to communicate with one another, which helps to break down any siloes that exist. Additionally, Development can produce the appropriate and timely monthly and annual reports. 

Quickly Onboard New Staff 

Whether it's Finance or Development, you'll be able to quickly onboard new staff by providing a written policy and procured. This eliminates time wasted when new employees are trying to "figure out" how things work.

The perfect policy for your playbook...

Our suite of policies & procedures are designed to help you write, implement, and engage staff, board and leadership.

Policies & procedures include Donor Privacy & Data Retention, Reconciliation Policy, Pledge Management & Write Off Polices, and many more.

Frequently Asked Questions

What comes with the policy?

In addition to the policy, you'll receive a video lesson that will walk you through exact steps to take with the team and to implement the policy. Every policy will need to be customized for your organization, but this is going to be a great springboard for you!

Is this policy refundable?

Once you have downloaded the policy, your purchase is non-refundable. Our goal is to deliver and delight, and we believe our policies & procedures will do just that. If you need help with a policy, contact us at [email protected] 

How does this work?

After you purchase your policy, we'll email it straight to your Inbox. The policy is completely customizable and should serve as a template for making it relevant for your organization. You'll also see the video lesson in your email. 

What kind of support is available?

We've got you. We'll check in with you via email to see how you're doing. Additionally, we have a private group inside the portal where you can engage with others who purchased policies. This is where you can get advice and feedback from your peers.

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