Campaign policies and procedures

Strong policies at a campaign's outset prevent fire drills, sharpen efficiency, and ensure that donors are treated with parity.

Twin Point Insights is collecting sample policies to deepen our campaign research. We’d also like to create a library of sample policies that hospital and health system research participants can access.

Interested in contributing to this effort? Please submit your document(s) through the form below. Please indicate whether you are comfortable sharing policies with other project participants, or if you’d prefer that we use them to inform our research (with no identifying detailed shared).

Sample policies requested

  • Campaign manager job description

  • Expectations for campaign cabinet members (or other campaign-specific volunteer leadership groups)

  • Campaign counting, crediting, and reporting policy

  • Donor recognition policy

  • Database recording and gift entry procedure

  • Gift acknowledgement policy

  • Gift or pledge agreement templates