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.
Restricted funds are donations a donor has earmarked for a specific purpose, project or time period, which the recipient may use only as designated.
Distinguishing restricted from unrestricted funds is fundamental to compliant accounting and reporting, since misusing earmarked money breaches the donor's terms.
A pledge is a donor's formal commitment to give a specified amount, sometimes over several years, before the funds are actually transferred.
Tracking pledges against payments received is essential for accurate forecasting and reporting, so an organisation knows both what has been promised and what has arrived.
Disaster relief giving is the support a company mobilises in response to emergencies such as natural disasters, combining corporate donations, employee giving and often accelerated matching.
Because speed matters, it relies on launching a giving campaign quickly, channelling funds to vetted organisations and reporting transparently on what was raised and where it went.
Book a 15-minute demo and we'll show you the exact setup our client uses to track 15+ regional programs.
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