Donor Compliance / Documentation and Reporting

Understanding CSR Donor Expectations on Data and Reporting

Tutorial
Intermediate Sattva Consulting

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. Additionally, disclosures ensure compliance with regulatory requirements and ethical standards, mitigating the risk of fraud, mismanagement or reputational damage.

For an organisation seeking funds, understanding the fundamental aspects of donor reporting and expectations is critical for effectively engaging with donors.

This tutorial provides non-profits a basic understanding of:

  1. Why donors seek specific information from organisations before making donations.
  2. Ways in which organisations can share correct and meaningful information with donors in a timely manner.

This resource is recommended for organisation leaders, program team, program managers and M&E team in an organisation.


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