In order to receive the Nonprofit Credential Badge in Fundraising and Development, the organization must submit the following items for review and approval by the Subject Matter Expert. 

Ethics Policy
Provide the portion of your organization’s ethics policy that relates to resource development. Include revision or version date.

Ethics Training
Document proof of ongoing ethics training. A training calendar, sample of recent ethics training, document outlining how ethics trainings occur in the organization, or similar documentation will satisfy this requirement.

Gift Acceptance Policy
Provide a copy of your gift acceptance policy. Include revision or version date.

Donor Bill of Rights 
Provide a copy of your organization’s Donor Bill of Rights (or similar document) provided by your organization to its donors which designates their rights as donors.

Donor Cycle
Document how you track where your organization is at with donors in each of the Donor Cycle stages (identifying, cultivating, soliciting, reporting). Your documentation will answer these questions: How do you track potential donors? How do you track donors from whom you are cultivating relationships and who is doing the cultivating? How do you track the donors to whom you have solicited donations? How do you track donor reporting deadlines and what needs to be reported?

Relationship Management Documentation
Document how you track your current and prospective donor relationships. Your documentation will answer these questions: How do you track prospective donors? How do you assign and track activities throughout the donor cycle, from identification to stewardship? 

Resource Development Planning and Goals
Document your organization's long- and short-term resource development goals and methods of assessing progress towards those goals. Examples of this may include a strategic resource development plan, a list of organizational priorities, a matrix citing goals and deliverables, a performance dashboard, or similar documentation.

Funding: Portfolio Diversification
Document ways in which you have diversified your funding portfolio.

Target Donor Profiles
Provide two to three target donor profiles outlining specific characteristics of a community your organization is focused on building relationships with, why they are an appropriate community for your organization to focus on, and what strategies you are deploying.

Internal Coordination
Document the ways in which your organization coordinates resource development efforts with financial management and marketing and communication strategies.

Role Descriptions
Provide a copy or template of your organization’s resource management role descriptions. Where applicable, provide separate role descriptions for staff, volunteers, and/or board members.

NOTE: The documentation of the requested requirements does not need to be lengthy. Clear, concise statements on how the organization meets badging goals are sufficient. In most cases, three or four sentences should suffice.