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Gift acceptance and due diligence

Helping you say yes to the right gifts

A robust gift acceptance policy empowers you and your team to make consistent, confident decisions about accepting or declining donations.

Having the right gift acceptance policy in place is a vital part of effective major gift fundraising. Whether a potential gift is from an individual, trust or company, you need to be absolutely sure that your donor meets your organisation’s ethical standards.

If you find all this a bit daunting, don’t worry. We’re here to support you. We can help you develop a new gift acceptance policy or, if you already have one, we can review it to make sure it’s fit for purpose. Here are some ways our team can get involved: 

  • Developing your policy. We look at a range of factors such as who in your organisation should be involved; timings, triggers and transparency; types of gifts and donors to include; communication with donors; recording results and outcomes.
  • Developing research templates and resources that meet your needs.
  • Implementing your policy and process. We’ll help you embed it in your team and your wider organisation.
  • Troubleshooting. If things go awry, we’ll draw on our many years of experience to offer you advice and support.

We know that one size doesn’t fit all.

What’s right for one charity might not be right for you. That’s why we tailor our support to your needs, carefully considering the way you work, your mission, vision, values and objectives. We also think about external factors like the impact a gift could have on your brand and image.

Do you have the time and methods to carry out due diligence checks? If not, we can help. Find out about our due diligence research.