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TS-SFD-04 Trust & Stewardship Strategic Fundraising & Development CORE Excellence v2.9.7

Legacy & Major Gift Program

Assesses the formal program for legacy and major gifts, which operationalizes *Sadaqa Jāriyah*. This secures long-term sustainability, deepens donor trust through stewardship, and ensures enduring community benefit, fulfilling the organization's *Amānah* (trust) to its stakeholders. The program includes robust restricted-fund governance, conflict-of-interest controls, and risk-based due diligence to protect the charity’s reputation and ensure donor stipulations are honoured lawfully and Islamically.

Compliance 3
  • A Donor Intent & Restrictions Register
    Documentation Critical
  • Trustee escalation thresholds for acceptance and refusal/return decisions
    Governance Critical
  • Explicit controls for conflicts of interest and benefits/inducements
    Compliance Critical
Good 5
  • A CRM-based major donor/legacy pipeline with defined stages and exit criteria
    Process Critical
  • Stewardship SLAs (e.g., thank-you timing, reporting frequency)
    Process Important
  • Written executor liaison procedure for legacies
    Process Important
  • Legacy administration pack (wills, FAQs, executor checklist)
    Stakeholder Engagement High
  • Major donor journey map with touchpoints and stewardship calendar
    Process High
Better 2
  • Quarterly legacy seminar/webinar programme with Islamic wills practitioners
    Stakeholder Engagement High
  • Independent valuation and disposal protocol for property gifts
    Governance Medium

Related Criteria

TS-SFD-01 Documented Fundraising Strategy TS-SFD-02 Donor Stewardship & Relationship Management TS-SFD-03 Grant-Writing & Institutional Funding Process
Version
2.9.7 2025-11-05

Discussion (1)

Administrator 2026-03-07 11:07:53.481003

📋 **Version updated: 1.0.0 → 2.9.7** **Changes:** Updated islamic_references from mizan-297.json

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