Policy: Fundraising & Donor Management Template

A square vector icon featuring a double-lined protective shield with a navy blue outer border and a burgundy inner border. Inside the shield, a solid burgundy heart sits directly above a white policy document with navy horizontal text lines. The lower-left corner of the document displays a navy circular badge containing a white "R" (Rand currency symbol), and the lower-right corner features a burgundy seal with a white checkmark. Centered beneath the shield graphic in bold text is the label "Fundraising & Donor Management Policy"

Purpose & Benefit

Establishes ethical, transparent, and sustainable resource generation protocols; Ensures strict compliance with the NPO Act, Companies Act, Section 18A tax regulations, and POPIA privacy requirements.

What is Included

A legally aligned fundraising and donor management policy framework.
Regulations for managing multi-stream revenue channels, including corporate CSI, philanthropic grants, individual sponsorships, in-kind gifts, and pro bono professional services.
Clear protocols for gift acceptance and refusal, as well as naming rights.

Extras

International grant exchange control guidelines to ensure South African Reserve Bank (SARB) compliance. Strict donor grievance resolution timelines.

Download a Free Fundraising Policy Template

Establishing ethical fundraising guidelines protects your organization’s tax status and reputation, but building a multi-stream grant pipeline requires active strategy, donor matching, and proposal development. Partner with Elizayo to audit your fundraising compliance, structure donor-ready proposals, and secure long-term funding

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