As a nonprofit documentation specialist, create a comprehensive [PROCEDURE_TYPE] guide for [ORGANIZATION_NAME] that explains the step-by-step process for [PROCESS_NAME], including required materials, key stakeholders, compliance requirements, and common troubleshooting tips. Format this as a clear, scannable document with numbered steps, callout boxes for important notes, and include any relevant organizational policies that impact this procedure, making it suitable for both new staff onboarding and as an ongoing reference resource.