Checklists

A checklist will help you make wise decisions about why you should give, how to give, what to support and other questions related to giving and philanthropy.

In the normal course of daily life, most of us use checklists such as to-do lists or shopping lists. They are useful, practical tools that help us plan our activities and stay on track. If it is beneficial to use checklists in preparation for everyday activities, then we should prepare even more thoroughly for something as socially and financially important as our giving and philanthropy. When you are thinking about giving to causes, projects or organisations, a good way to start is to put your aims or objectives in writing, then prioritise them if necessary. Next, consider the criteria that you might use for selecting the appropriate recipients. The following are sample checklists for you to use a guide. These are simply indicative of the types of information you should seek and the questions you should ask.

Charity selection example

• Never give to a charity you know nothing about.
• Request literature or a copy of an annual report. Ask for written information about the charity including the name, address and contact details.
• Beware of charities that spring up overnight in connection with current events.
• Check if the charity or fundraiser is registered.
• Check for deductible gift recipient status (DGR) to ensure that your donation is deductible.
• Beware of similar sounding names. Make sure you select the right charity.

General donation example

• Ask about who wants the money and what it will be used for.
• Refuse high pressure appeals.
• Ask how much of your donation will go towards general administration and fundraising expenses.
• Never give your credit card number over the telephone or via a website to an organisation that you do not already know.
• Be sure you obtain a receipt and other relevant documents for tax purposes.
• Know the differences between tax exempt and tax deductible.
• Finally, give generously if you can. You will help someone in need.