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Fundraising Policy Development

An important element for every development program is having clear, principled and tested policies that govern procedures and processes – from confidentiality to gift acceptance, reporting and donor recognition.

Practical and ethical guidelines and operating procedures help establish and sustain a healthy culture of philanthropy in your organization. The mutually supportive relationship of practices and policies help reinforce institutional values and strengthen outcomes.

A component of Dini Spheris services is an audit of development policies. Typical policies that are reviewed include:

  • Confidentiality
  • Gift acceptance
  • Gift reporting
  • Gift counting
  • Donor recognition
  • Finance reconciliation

In this audit, your organization receives a thorough review of your current policies and processes as well as recommendations based on industry standards and best practices. Within our policy suite, we will present options that address your organization’s needs and keep ethical standards in place.