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Policies and Procedures and Why They Matter

June 3, 2021 @ 9:00 am - 11:00 am

Policies are the operational guidelines for your organization, and their purpose is to protect and guide your staff and board as they fulfill the mission. They are a reference tool for appropriate action, ethical decision making and for dealing with potential or actual conflicts.

Standard Operating Procedures (SOP) are like the rules to a board game. Procedures put policies into action.

Yet, how many of us understand the why and how of policies and procedures. This course is for the nonprofit professional who wants a better understanding of these important documents and the impact they have on the organization, the staff and the board.

We will take a deep dive into the workings of a Gift Acceptance Policy.

In this course you will learn:

  • Who’s responsible and why
  • How to protect donor confidentiality and trust
  • How to protect the organization, staff, board and clients
  • What to ask in an interview

Prerequisites: None
Instructional Method: Online via Zoom
Social Worker CEU Credits: 2 hours
CFRE Points: 2 points

Cost: $65 members / $115 non-members

Please note: Registration closes two days prior to the class. All registrations are subject for approval.






Diana Marquis

Diana Marquis has been a fundraiser in the Dallas/Fort Worth area for twenty years. She has worked for academic, social service, environmental education, and consulting/training agencies. Diana has served various nonprofits as Executive Director, Chief Development Officer, and Manager of Major Gifts. In addition to two decades of professional fundraising, Diana also had a career in radio and television production, and small business development.

She served the AFP Dallas Chapter as President and held other board positions as well as chair for the National Philanthropy Day Luncheon. She was appointed to the City of Dallas Cultural Affairs Commission and served four terms. She is a Leadership Dallas alumnus, a Charter Member of the Hispanic Women’s Network of Texas and a founding member of the DFW Hispanic Communicators.

After many years of being a part-time college student, Diana earned her Bachelor of Fine Arts degree from Southern Methodist University when she was forty-one years old. She then joined the staff at her alma mater and earned her master’s degree.

Diana has lived in Dallas her adult life, but her roots are in the High Plains of West Texas.


June 3, 2021
9:00 am - 11:00 am
Event Category: