The document provides guidance to non-profits on creating donation options and managing donations on the GiveIndia fundraising platform. It discusses best practices such as ensuring donations benefit the poor, creating small donation amounts, using donations within 4 months, and providing impactful donor feedback. Non-profits are advised to calculate unit amounts carefully and use stories of change to describe how donations will help beneficiaries.

1. The most appealing feature of GiveIndia as per Donor survey

2. Please take this as “ Wow I have an opportunity !” rather than “ Oh no, more work !”… UNDERSTANDING DONATION OPTIONS & RENEWALS

18. Feedback Number of beneficiaries Feedback Details Exceptional cases < 5 beneficiaries Name & Full address of beneficiaries (optional in exceptional circumstances like HIV +ve, cancer and terminally ill Names & full addresses of beneficiaries to GI people) If NGO wants full address of beneficiary to be confidential, then he can give to Donor Address with which one can meet the beneficiary with the consent from NGO GiveIndia Full address of beneficiary to trace the beneficiary w/o talking to NGO >5 steady /fixed beneficiaries No of beneficiaries, date & venue, list of names Where giving full addresses becomes impractical ( example : mid day meal in school) A list of names (photocopy) to GI as an attachment. Names to be updated by NGO when there are changes >5 floating beneficiaries No of beneficiaries, date & venue, list of names (optional), photo 2-3 photos covering majority of crowd (Request NGOs to send photos with their banner somewhere visible in them) NIL

22. NGO Activity Timelines Timeline Governance related April 2009- Mar 2010 At least 2 governing Board Meetings have been held in the financial year 2009-2010, spaced at least 3 months apart Before 31 st Mar 2010 Board has (ideally) approved and reviewed the budget for 2010-2011 Before 31 st Mar 2010 Board has (ideally) approved and reviewed the Programmes for 2010-2011, Audit Report & Annual Report for 2009-2010 Before 30 th Sep 2010 NGO has filed IT returns Before 30 th Sep 2010 NGO has filed returns with Charity Commissioner/Registrar of Societies/Company April- Oct 2010 NGO has completed the Financial Audit & prepared the Annual Report for 2009-2010 By 30 th Nov 2010 NGO must have disseminated Annual Report Before 31 st Dec 2010 NGO has filed FCRA returns (if NGO has an FCRA/Prior permission

23. GiveIndia Renewal Timelines Timeline Governance related June – July 2010 NGO receives an email from GiveIndia about Annual Report disclosures with GiveIndia’s Annual Report enclosed First week of Oct 2010 NGO has received fresh soft copies of Sections A/C/E forms from GI Before 10 th Nov 2010 NGO has final soft copy approvals of Sections A/C/E forms from GI After 10 th – 30 th Nov 2010 NGO has submitted hard copies and other required documents By 30 th Nov 2010 NGO must complete GiveIndia renewals

24. Common Oversights.. Do not comply with Norms Do not hold minimum 2 governing Board Meetings in the financial year spaced at least 3 months apart Forget to adhere to not more than 1/3 rd Board be related Do not get Board Approvals for Budget/ P rogrammes/Audit & Annual Reports Mandatory File IT & FCRA returns within deadlines GiveIndia Renewal Forms Self attest every page of all forms Get C.A. to attest every page of Section C

25. Though Receipts and Payments Statement and National Travel is not mandatory disclosures for Credibility Alliance, it is mandatory for GiveIndia !! Common Oversights.. You can provide explanations to all disclosures in Annual Report where ever applicable. Remuneration’ means: salary, honorarium, allowances, sitting fee for attending board meetings and any other compensation that is a payment for time/effort/skills and not a reimbursement of actual out-of-pocket expenses. Even if there is ‘zero’ remuneration it must be placed on record Audited Financials Notes to Accounts Forget to disclose in Annual Report Receipts & Payments or Fund Flow statement Remuneration & Reimbursements to Board National Travel Staff & Volunteers Travel details To disseminate its Annual Report to important stakeholders by 30 th November