Fundraising Policy

Organization: [Name] · Effective Date: [Date]

Purpose

This policy ensures [Organization Name]'s fundraising activities are conducted ethically, legally, and consistently with donor expectations.

Acceptable Gift Types

[Organization Name] accepts: [cash, checks, credit card, appreciated securities, in-kind donations]. Gifts of [real estate, complex assets] require Board approval before acceptance.

Donor Privacy

Donor information is kept confidential and not sold or shared with third parties, except as required for tax receipting or with the donor's consent.

Donor Recognition

[Describe recognition practices, and how donors can opt out of public recognition.]

Restricted Gifts

Gifts designated for a specific purpose will be used only for that purpose. If the designated purpose can no longer be fulfilled, [Organization Name] will contact the donor to redirect the gift where possible.

Gift Acceptance Review

The [Executive Director/Board] reserves the right to decline any gift that conflicts with the organization's mission or values, or that carries unacceptable conditions or liabilities.

Compliance

All fundraising activities will comply with applicable state charitable solicitation registration requirements.

Adopted by: ______________________ Date: ____________

*This document is provided for informational and educational purposes only and does not constitute legal advice. Most US states require nonprofits to register before soliciting donations from their residents ("charitable solicitation registration") — a nonprofit fundraising nationally, including online, may need to register in dozens of states, not just its home state.*