Product
Gifts and Donations Declarations
Gifts and Donations Declarations helps you streamline disclosures for gifts, hospitality, sponsorships and donations with routing, approvals and logs that are simple to review and audit.
Overview
Built for teams that care about both compliance and experience.
Gifts and Donations Declarations helps you streamline disclosures for gifts, hospitality, sponsorships and donations with routing, approvals and logs that are simple to review and audit.
- Modern UI, structured workflows and clear reporting.
- Designed to plug into your existing controls and policies.
Why Teams Choose This Product
Why Gifts and Donations Declarations fits compliance and operations teams
Gifts and Donations Declarations helps you streamline disclosures for gifts, hospitality, sponsorships and donations with routing, approvals and logs that are simple to review and audit.
Employees submit a short disclosure form from the web or mobile, capturing key details and any limits or thresholds.
Risk-based routing sends higher value or sensitive items to the right reviewer or committee, based on your policy.
Reviewers can approve, decline or request more information, with the system keeping a full approval history.
Dashboards show volumes, exceptions and trends across entities, departments and time periods.
Logs can be exported easily for internal review or external audits when needed.
Ecosystem And Support
How Gifts and Donations Declarations fits into your wider program
Related services
Often bundled with Gifts and Donations Declarations for end to end coverage.
Rollout and support
We help you shape scope, rollout plans and training so that the product delivers real adoption.
Suitable for pilots, phased deployments and multi entity rollouts.
Contact us about Gifts and Donations DeclarationsHow It Works
What the typical flow looks like
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1
Employees submit a short disclosure form from the web or mobile, capturing key details and any limits or thresholds.
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2
Risk-based routing sends higher value or sensitive items to the right reviewer or committee, based on your policy.
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3
Reviewers can approve, decline or request more information, with the system keeping a full approval history.
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4
Dashboards show volumes, exceptions and trends across entities, departments and time periods.
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5
Logs can be exported easily for internal review or external audits when needed.
Getting Started
Typical rollout steps
- Configure your policy thresholds, caps and approval matrix so the routing matches your existing rules.
- Optionally enable SSO or SAML and map user groups so you can apply different limits to different populations.
- Publish the disclosure link or QR code so staff can access it quickly from devices and intranet pages.
- Monitor early submissions, fine tune thresholds and then roll out to all staff or selected entities.
Screens And Previews
A closer look at the interface
Scroll or use the arrows to move through key screens.