Charity Checklist
4.8/5 with 91 votes
Table of Contents
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- Charity Check
- Never give to a charity you know nothing about.
- Request written literature and a copy of the charity's latest annual report.
- Be wary of charities that spring up overnight in connection with current events or natural disasters.
- Ask for written information about the charity, including the name, address, and telephone number.
- Check if the charity or fundraiser is registered.
- Be wary of charities offering to send a courier or overnight delivery service to collect your donation immediately.
- Watch out for similar sounding names.
- Your Donation
- Don't be shy about asking who wants your money.
- Find out if the organization is aware of the solicitation and has authorized the use of its name.
- Refuse high pressure appeals.
- Ask how much of your donation goes for general administration and fundraising expenses.
- Do not send or give cash donations.
- Do not give your credit card number to a telephone solicitor or internet site that you do not know.
- Be sure to obtain a receipt or printed copy of your donation.
- Know the difference between 'tax exempt' and 'tax deductible.'
- Look twice at organizations that use meaningless terms to suggest they are tax exempt charities.
- Check your records if you have any doubt about whether you've made a pledge or a contribution.
- Be cautious of promises of guaranteed sweepstakes winnings in exchange for a contribution.
- Give generously if you can.
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Presented by:
John F. Smith
Stats
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67
Views: 67
Uses
7
Uses: 7
Tasks
21
Tasks: 21
Who it's for
This Charity Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Charity steps every time, regardless of who executes
- Save time - reuse a proven Charity workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Charity checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Charity Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Charity comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 91 votes