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Donor Compliance

Documentation and Reporting

Documentation and reporting involves systematically recording and communicating information about the organisation’s activities, finances, and impact to the donors and other stakeholders.

Proper documentation and reporting are essential for non-profits to maintain transparency, accountability, and compliance with legal and donor requirements.

This section provides tools and templates that will help you set up a basic process and system for ongoing reporting with donors.

Showing 1 - 9 of 10 Resources

Donor Compliance / Documentation and Reporting

Intermediate Infosys Foundation, Sattva Consulting

Inside the Donor’s Lens: How Reports Are Read

Donor reporting is often treated as a compliance task, yet it plays a critical role in shaping how donors understand an organisation’s work, credibility, and learning. Many NGOs invest significant effort in reporting but remain unsure whether their reports are truly useful from a donor’s perspective. This resource unpacks how donor reports are actually read and […]

Donor Compliance / Documentation and Reporting

Basic CAP

Registering a Charitable Organisation in India: a guideline

This resource, authored by Noshir H. Dadrawala (CEO, Centre for Advancement of Philanthropy), offers a comparative analysis of the different legal structures available for registering a charitable organisation in India: Public Charitable Trusts, Charitable Societies, and Section 8 Companies under the Indian Companies Act 2013. The resource focuses on why registering as a Section 8 […]

Donor Compliance / Documentation and Reporting

Basic Sattva Consulting

Stages of Meeting CSR Donor’s Expectations

This video outlines the requirements for reporting that NGOs need to fulfill and get ready with in various stages of the project.

Donor Compliance / Documentation and Reporting

Intermediate Sattva Consulting

Reporting Requirements Under CSR Law

This video details the reporting requirements that corporates need to fulfill to be compliant in a financial year.

Donor Compliance / Documentation and Reporting

Basic Sattva Consulting

Understanding CSR Donor Perspectives

This video details donor perspectives and expectations from NGOs with respect to regular reporting and communication about a project.

Donor Compliance / Documentation and Reporting

Intermediate Sattva Consulting

Donor Reporting and Disclosures

Donor reporting and disclosures ensure transparency, accountability, and effective management of funds to donors. By accurately documenting and reporting on the use of funds, activities, and outcomes, non-profits demonstrate their commitment to responsible financial management and ethical practices. Donor reporting also helps build trust and credibility with donors, fostering long-term relationships and encouraging continued support. […]

View resources in : Tamil, ಕನ್ನಡ

Donor Compliance / Documentation and Reporting

Intermediate Sattva Consulting

Understanding CSR Donor Expectations on Data and Reporting

Donor reporting and disclosures ensure transparency, accountability, and effective management of funds to donors. By accurately documenting and reporting on the use of funds, activities, and outcomes, non-profits demonstrate their commitment to responsible financial management and ethical practices. Donor reporting also helps build trust and credibility with donors, fostering long-term relationships and encouraging continued support. […]

View resources in : Tamil, ಕನ್ನಡ, हिंदी

Donor Compliance / Documentation and Reporting

Basic Sattva Consulting

CSR Donor Expectations on Data and Reporting: Frequently Asked Questions(FAQs)

Frequently Asked Questions

Donor reporting and disclosures ensure transparency, accountability, and effective management of funds to donors. By accurately documenting and reporting on the use of funds, activities, and outcomes, non-profits demonstrate their commitment to responsible financial management and ethical practices. Donor reporting also helps build trust and credibility with donors, fostering long-term relationships and encouraging continued support. […]

View resources in : Tamil, ಕನ್ನಡ, हिंदी

Donor Compliance / Documentation and Reporting

Basic Sattva Consulting

Quarterly Utilisation Certificate Template

A quarterly utilisation certificate is a document provided by an NGO, to a donor, confirming the utilisation of funds received during a specific quarter. It typically outlines how the funds were allocated and spent according to the terms and conditions specified by the donor. This certificate serves as evidence of compliance and transparency in fund […]