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Tending to Our Team : Assessing and Tracking Donor Relationships that are Misaligned with Organizational Values

Track: Relationship Management

Session Number: 6004
Date: Wed, Jul 27th, 2022
Time: 2:45 PM - 4:00 PM
Room: International 2

Description:

As Prospect Development professionals, we’re familiar with Gift Acceptance Policies: but how often do we assess whether we should accept and/or continue a relationship with a donor whose behavior or ideology may be more problematic than their source of wealth? At the Planned Parenthood Federation of America and the Planned Parenthood Action Fund, we found that even the most infrequent inappropriate donor behavior affects our donor-facing colleagues negatively, especially with no formal reporting system in place to protect them when it occurred. With our commitment to Inclusion, Equity, and Belonging in mind, the Prospect Management team drew from the wisdom of Gift Acceptance/Due Diligence best practices, the values and staff policies of our organization, and the needs and experience of Gift Officers and other donor-facing staff, to craft a process for capturing and addressing instances of problematic donor behavior and mitigating the negative effects on our team. Think of it as a Relationship Acceptance Policy; it functions to ensure a safe and equitable way for incidents to be captured in our CRM, with the intention that these relationships be evaluated wholly with the well-being of our staff and our organization in mind. This case study presentation will walk you through the steps we've taken to create our policy, how we engaged key stakeholders to ensure collaboration and buy-in, what resources we used, and what questions we tried to answer with our policy. We’ll also offer time for Q&A. Join us for a walk-through of our development process, aimed specifically at helping you jumpstart your own Values Misalignment Relationship Management Policy.
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will learn how they can go about addressing their own problematic donor relationships - and the work and well-being of our Gift Officers - using existing staff policies and industry best practices.
Learning Objective #2: Attendees will see a clear breakdown of how we developed our policy, which they can use to build their own.
Primary Competency: RM:Competency 2: Relationship Management Policy
Secondary Competency: RM:Competency 3: Relationship Management Database Management
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: None
Organization Size: All Team Sizes
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will learn how they can go about addressing their own problematic donor relationships - and the work and well-being of our Gift Officers - using existing staff policies and industry best practices.
Learning Objective #2: Attendees will see a clear breakdown of how we developed our policy, which they can use to build their own.
Primary Competency: RM:Competency 2: Relationship Management Policy
Secondary Competency: RM:Competency 3: Relationship Management Database Management
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: None
Organization Size: All Team Sizes