{"product_id":"gavopolicy-donationsprovning-ideell-forening-word-pdf-excel","title":"Gift Policy \u0026 Donation Review – Non-profit Organization, Terms \u0026 Excel | Word\/PDF","description":"\u003cdiv lang=\"sv\" class=\"mb-product-copy\" style=\"line-height:1.68;color:#163b5e\"\u003e\n\n\u003cp\u003e\u003cstrong\u003eGift policy and donation review for non-profit organizations.\u003c\/strong\u003e An editable and administrative document package for boards that want to establish internal procedures for offered gifts, given conditions, decision-making authority, conflicts of interest, and follow-up. The package includes Word templates, searchable PDF versions, and an Excel register. It is distinct from a pure receipt template or a donation register of already received gifts.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#edf5fb;border:2px solid #aac9df;padding:18px;border-radius:10px;margin:17px 0\"\u003e\n\n\u003ch2\u003e01. Package contents\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e15 customer files in a ZIP:\u003c\/strong\u003e five Swedish working documents, a Swedish user guide and an English User Guide, all in editable Word (7 DOCX) and corresponding searchable PDF (7 PDF), as well as an Excel workbook with nine tabs (1 XLSX). The PDF files are readable and printable, not interactive forms. The English guide is instructional, not English main templates.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv style=\"background:#edf5fb;border:2px solid #aac9df;padding:18px;border-radius:10px;margin:17px 0\"\u003e\n\n\u003ch2\u003e02. What the files contain\u003c\/h2\u003e\n\n\u003cp\u003eDraft gift policy with decision-making authority, documents for investigating gift offers, review of gift conditions and risks, separate board decision on acceptance\/rejection\/deferral, follow-up on actually received and used gifts, two guides, and an Excel register. \u003cstrong\u003eRegistered offer ≠ accepted gift ≠ actually received gift ≠ verified use.\u003c\/strong\u003e\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2\u003eWhich organizations is the gift policy suitable for?\u003c\/h2\u003e\n\n\u003cp\u003eFor Swedish non-profit organizations that handle offers of money, goods, or other assets and need internal governance on which gifts can be accepted and how conditions are followed up. The conditions must always be checked against the organization's actual bylaws, purpose, decision-making authority, and, if necessary, special formal requirements. For property, clawbacks, larger values, or special conditions, individual legal and accounting advice may be needed. An internal template does not create the authority to accept gifts.\u003c\/p\u003e\n\n\u003ch2\u003eAll documents in the package\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"border-collapse:collapse;width:100%\"\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth style=\"padding:9px;text-align:left\"\u003eDocument\u003c\/th\u003e\n\n\u003cth style=\"padding:9px;text-align:left\"\u003eUse\u003c\/th\u003e\n\n\u003cth style=\"padding:9px;text-align:left\"\u003eLanguage\u003c\/th\u003e\n\n\u003cth style=\"padding:9px;text-align:left\"\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eGift policy and decision-making authority\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eDraft policy for purpose, decisions, and internal control\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eSwedish\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eGift offer and acceptance review\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eObjective registration of an offer without automatic acceptance\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eSwedish\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eCondition and risk review\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eConflict of interest, limitations, consideration, and objective risks\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eSwedish\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eDecision on gift acceptance\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eActual decision: accept, reject, or defer\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eSwedish\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eCondition follow-up and gift reporting\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eUsage control, verification, and deviations\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eSwedish\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eSwedish user guide\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eReview of workflow, legal sources, and limitations\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eSwedish\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eEnglish User Guide\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eEnglish instructions for Swedish-language working forms\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eEnglish\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eExcel register\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003e9 tabs, 9 formula-driven administrative key metrics\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eSwedish\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dae6f0;vertical-align:top\"\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003ch2\u003eExcel: nine tabs and nine key metrics\u003c\/h2\u003e\n\n\u003cp\u003eOverview, Gift Cases, Gift Review, Conditions, Decisions, Use, Controls, Feedback, and Read Me. Excel's nine tested formulas count registered gift offers, manually marked received gifts, reviews, conditions, accepted and rejected decisions, verified use, completed verification, and sent feedback. The register has status lists and empty registers for the customer's own data. \u003cstrong\u003eExcel does not determine tax deductions, tax credits, the civil law validity of the gift, accounting, or valid authority, and contains no automatic payment connection.\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003ch2\u003eWorkflow for the organization\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003eCheck bylaws and the authorized board function, and establish the gift policy through an actual decision.\u003c\/li\u003e\n\n\u003cli\u003eRegister the offered gift under a neutral case ID, and keep sensitive donor data out of shared working files.\u003c\/li\u003e\n\n\u003cli\u003eInvestigate conditions and any consideration, valuation, conflicts of interest, and administrative costs.\u003c\/li\u003e\n\n\u003cli\u003eLet the authorized body accept, reject, or defer; document the actual outcome.\u003c\/li\u003e\n\n\u003cli\u003eCheck separately when money or property has actually been received and when accounting should occur.\u003c\/li\u003e\n\n\u003cli\u003eFollow up on restrictive gift conditions and report only actually verified use.\u003c\/li\u003e\n\n\u003cli\u003eReview whether names or the gift amount may be published at all according to GDPR and agreements.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eImportant legal and tax limitations\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eGift or sponsorship?\u003c\/strong\u003e According to \u003ca href=\"https:\/\/www4.skatteverket.se\/rattsligvagledning\/edition\/2026.14\/332230.html\"\u003ethe Swedish Tax Agency's guidance\u003c\/a\u003e, it is crucial whether the donor receives consideration and what value it has. Without consideration, a company's contribution is normally a gift, not automatically a deductible sponsorship expense.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eTax credit:\u003c\/strong\u003e \u003ca href=\"https:\/\/www.skatteverket.se\/foretag\/skatterochavdrag\/gavortillideellaverksamheter.4.1522bf3f19aea8075ba3df3.html\"\u003eThe Swedish Tax Agency\u003c\/a\u003e describes special conditions for legal entities' monetary gifts from 2026, including approved gift recipients and permitted purposes. Individuals have separate rules and requirements. The presence of a gift policy or gift receipt never in itself gives the right to a tax credit.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eFundraising and 90-account:\u003c\/strong\u003e A 90-account is not a general legal requirement for all fundraising. \u003ca href=\"https:\/\/www.insamlingskontroll.se\/\"\u003eSwedish Fundraising Control\u003c\/a\u003e has special conditions for organizations that actually hold a 90-account; this template is not a 90-account application.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003ePersonal data:\u003c\/strong\u003e The organization must apply the General Data Protection Regulation when processing identifiable donor data. See \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/dataskydd-pa-olika-omraden\/forening\/\"\u003eIMY's guidance for organizations\u003c\/a\u003e. Donor names, personal identity numbers, sensitive data, and bank information do not belong in an uncontrolled shared Excel register.\u003c\/p\u003e\n\n\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\n\n\u003ch3\u003eIs it mandatory for all non-profit organizations to have a gift policy?\u003c\/h3\u003e\n\n\u003cp\u003eNo, this is an internal governance template – not a general statutory standard document for all non-profit organizations. Special rules and conditions may apply to the individual organization.\u003c\/p\u003e\n\n\u003ch3\u003eIs every corporate gift deductible?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Gifts, sponsorship with consideration, and certain specially approved gifts have different rules. Tax credits for legal entities from 2026 require special conditions.\u003c\/p\u003e\n\n\u003ch3\u003eCan the organization accept gifts without a 90-account?\u003c\/h3\u003e\n\n\u003cp\u003eYes, there is no general Swedish legal requirement that all organizations must have a 90-account to receive gifts. However, other rules and internal requirements may apply.\u003c\/p\u003e\n\n\u003ch3\u003eIs an offered gift received when the status is \"Accepted\"?\u003c\/h3\u003e\n\n\u003cp\u003eNo. An internal decision, an actual transfer moment, and a receipt of acceptance are separate steps and must be documented separately.\u003c\/p\u003e\n\n\u003ch3\u003eCan I use the package to write tax certificates?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The package does not issue tax certificates or verify status as an approved gift recipient. For an actual gift receipt, there is a separate product.\u003c\/p\u003e\n\n\u003ch3\u003eAre English documents included?\u003c\/h3\u003e\n\n\u003cp\u003eAn English User Guide is included, but the main templates are in Swedish and intended for Swedish organizations.\u003c\/p\u003e\n\n\u003ch2\u003eRelated documents\u003c\/h2\u003e\n\n\u003cp\u003eFor a receipt after an actually received gift, see \u003ca href=\"\/en\/products\/gavokvitto-donationsregister-ideell-forening\"\u003eGift Receipt \u0026amp; Donation Register\u003c\/a\u003e. For agreements with clear consideration, see \u003ca href=\"\/en\/products\/sponsoravtal-mall-word-pdf-excel\"\u003eSponsorship Agreement\u003c\/a\u003e. These documents serve other functions than the gift policy.\u003c\/p\u003e\n\n\u003ch2\u003eVersion and source control\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eVersion 1.0 – November 1, 2026.\u003c\/strong\u003e AI-assisted source review has been performed based on the Swedish Tax Agency, IMY, and Swedish Fundraising Control. No documented independent external legal review of this product version exists. The ZIP file is uploaded to Google Drive and later manually linked to Shopify Digital Products before publication.\u003c\/p\u003e\n\n\n\u003c\/div\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":56436930150742,"sku":"GAVOPOLICY-FORENING-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_gavopolicy_huvudbild_1600.png?v=1793554727","url":"https:\/\/mallbutiken.se\/en\/products\/gavopolicy-donationsprovning-ideell-forening-word-pdf-excel","provider":"Mallbutiken","version":"1.0","type":"link"}