Mail
Where does the mail go when it arrives?
In front of Carole's desk
When transferring a call, should it be a warm or cold transfer?
WARM :)
Do ALL visitors need to sign in?
YESSS, DURRR!!
What grocery store do we order from?
Wally World baby! (Walmart)
What drawer do we keep the doorbell phone?
Does every single piece of mail need to be opened?
No
If someone calls in asking for help making a grant in DonorCentral, where should you transfer the call?
The Donor Support Team
Do visitors get a key fob?
Are we allowed to order office supplies for our office at home?
Hard NO. That would be a personal purchase.
What is the password to the doorbell phone?
123456 - lame
What do we do with checks that come in the mail?
Date stamp them, scan them, email scans to appropriate people, and take the hard copies in the zipper folder to April.
BUSINESS DEVELOPMENT
How do we notify someone when a visitor has arrived?
Send them a Teams message
How often does the Shred company come empty out the shred bins?
Twice a month
How many shred bin keys are there?
ONE - better not lose it!
Where do returned grant checks go?
To Anne Wise
What are the extensions for the following teams:
Donor Support, Charity Support, Advisor Support,
Investment Team, Business Development
DS - 201, CS - 202, AS - 203, Ivn. - 206, BD - 204
Should all visitors sign out when leaving?
YES - but not all do. Feel free to sign them out if you know what time they left the building.
How often do grant envelopes need ordered?
About 2-3 x/year
In which system can you find a copy of the grant letter?
FIMS (and, technically, DC as well)
Who receives personal packages to AEF on a regular basis?
Ilker
Investments team - ext. 206
How much notice are people supposed to give you when they know they have a visitor coming?
24 hrs.
What is our AEF credit card limit?
$2k
How expensive are the light fixtures above the front desk?
STUPID EXPENSIVE - approx. $4k