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10+ Fundraising Policy Templates

A fundraising organization requires certain policies and rules within which they can operate. They need to clearly define which types of donations and gifts are accepted, the conditions that apply and the ways in which they will thank their donors. This fundraising policy template will help the organization to make decisions according to the set policy rules to avoid confusion and on the spot decisions.

6+ FREE POLICY Templates - Download Now Adobe PDF, Microsoft Word (DOC), Google Docs, Apple (MAC) Pages

5 Steps to Create a Fundraising Policy

Step 1: Description of the Organizational Approach

This will state the mission and goals of the organization and its approach towards charity work, donations, and gift-taking. The policy will also encompass the staff, volunteers and all those associated with the organization and the rules that they will have to comply with while taking part in its charitable work.

Step 2: Focus On Fundraising Targets

There may be specific areas in which the organization may target for fundraising. These may include social fundraising activities involving everyone in the locality or educational seminars and book fairs which aim at a particular age group. The policy should therefore clearly specify the main area of work on which the organization will need to focus.

Step 3: Assigning of Responsibility

The policy should include a clause stating who is responsible for overseeing the charitable work to ensure that everything works according to the mission and overview which is already defined. Assigning a particular person or a group of persons this responsibility is vital to ensure that there is proper implementation of the planned activities.

Step 4: Rules Regarding Sponsorship

The fundraising policy should include a set of rules regarding sponsorship contracts. All the sponsors should be required to submit their applications for consideration before the trustees for final approval. The sponsorship policy rules will also cover all promotional material used by the sponsor before the final event.

Step 5: General and Ethical Rules

The policy document will also state that no volunteer or member of the staff would engage in pressure tactics to raise funds for the organization. Neither will they provide any false information to the general public in an attempt to deceive for personal gains. They will also not give out any confidential information to any individual without permission.

10+ Fundraising Policy Templates

1. Professional Fundraising Policy Template

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  • PDF

Size: 443KB

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This is a purely professional and detailed donation letter template which explains the complete set of policy rules that govern the fundraising activities of the organization. The template states the rules for acceptance of gifts and donations as well as how they would be put to use. It also explains the role of trustees and the rules that sponsors would have to follow.

2. Standard Fundraising Policy Sample

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Size: 62KB

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Here is another well-presented policy template sample designed to document the necessary details that would be included in a fundraising policy. The template covers all the details about the scope of the organization, the fundraising activities and handling of donations. You can make use of this template to create your own policy document by editing the contents.

3. Fundraising Policy Template Sample

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  • PDF

Size: 591KB

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This sample fundraising letter template is a pre-formatted document stating the governing rules of a fundraising organization which works for the improvement of social life. The content is well arranged and clearly explains the rules for collection of funds, fundraising by staff, gift processing and so on. This template is suitable for any fundraising organization which works for the well being of community life.

4. Modern Fundraising Policy Template

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  • PDF

Size: 195KB

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The contents of this fundraising strategy template explain the rules and policies that govern the working of any public health organization involved in fundraising. The purpose of raising funds would be to improve technological research, education and for purchase of additional medical equipment. The template is created in PDF pages which are easy to edit.

5. Fundraising, Donations and Refund Policy Example

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Size: 383KB

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Increase public confidence in your fundraising organization by using this well-detailed policy template. The donation letter template is created by an organization working for the improvement of impoverished lives, education and health care. It explains the governing rules for collection of funds, taxation and refund policy.

6. Basic Ethical Fundraising Policy

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Size: 320KB

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This sample fundraising plan template is created by an educational organization explaining the ethical policies that govern it’s fundraising activities to ensure that there is transparency at all levels and the rights of donors are not violated in any way. It is a template which will guide you through the necessary details for creating your fundraising policy document.

7. Editable Fundraising Policy template

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Size: 171KB

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Are you looking for a fundraising company policy document covering all the necessary aspects of a fundraising policy? Save time and effort by using this template which is very well written. It includes all the main aspects of a fundraising policy including fundraising approvals, donor rights and fundraising by staff.

8. Ethical Fundraising Policy Layout

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Size: 371KB

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This comprehensive fundraising plan template is very well presented and written using simple but effective words. It is a fundraising policy created by an organization working for improving the lives of differently-abled children, hence third party individuals involved in fundraising are required to take care not to compromise on the quality of work the organization is committed to providing.

9. Simple Fundraising Policy Template

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Size: 384KB

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If you are involved in fundraising timeline for the homeless and socially vulnerable groups, use this policy template to draft the rules and regulations around which your work would revolve. It focuses on the scope of the policy, donor accountability and training for volunteers and staff. It also stresses on monitoring and reporting of fundraising activities.

10. Printable Fundraising Policy Sample

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  • DOC

Size: 112KB

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The sample fundraising policy is designed to state the rules, regulations, and policies which govern the organization working in the field of health care. It clearly states the rules for the collection of funds and their accountability while ensuring equality of individuals without discrimination. The template can be used for any organization involved in the medical profession.

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