A gift acceptance policy sets out which donations an organisation will and will not accept, and under what conditions, covering issues such as donor due diligence, restricted gifts and reputational risk.
A clear policy protects the organisation from problematic funding and gives staff a consistent basis for evaluating and recording every gift.
A gift acceptance policy is an organisation's set of rules defining which donations it will and will not accept, and under what conditions. It gives staff a clear, pre-agreed basis for handling offered gifts, especially difficult or unusual ones.
The policy is the rule set beforehand about what to accept; the donation receipt is the document issued afterwards confirming an accepted gift. One governs the decision to accept; the other records a gift already taken. A program needs both.
Because some gifts carry risk: reputational (a donor whose values conflict with the mission), legal, or practical (assets the organisation cannot use). A policy lets staff decline problematic gifts calmly, on principle, rather than case by case under pressure.
It typically covers acceptable and unacceptable gift types, conditions for restricted or in-kind gifts, when extra due diligence is required, and who has authority to approve exceptions. The aim is consistent, defensible decisions rather than ad-hoc ones.
The newest terms we've added, the words teams managing grants, sponsorship, and CSR come across most often.
A project grant is funding awarded for a specific, defined piece of work, with its own objectives, timeline and budget, rather than for the general running of the organisation receiving it.
It is the most common form of grant. The funder approves a described project and expects to be told what that project achieved, which is why project grants carry heavier reporting requirements than unrestricted funding.
Data residency is the country or region where a platform physically stores the data you put into it. It is a contractual commitment, not a technical preference, and a supplier should be able to state it in writing.
For grant, sponsorship and volunteering programmes the data in question includes applicant and employee personal data, which is what moves residency out of the IT conversation and into procurement.
Expenditure responsibility is the set of steps a US private foundation must take when it grants to an organisation that is not a public charity: a pre-grant inquiry, a written agreement restricting the use of funds, separate accounting by the grantee, reports on how the money was spent, and disclosure on the foundation's own return.
The obligation follows the money, not the recipient's good faith. Omitting a step is a compliance failure even where the funds achieved exactly what both parties intended.
Book a 15-minute demo and we'll show you the exact setup our client uses to track 15+ regional programs.
.png)