Trust Centre : Our Terms of Business, Policies and Procedures

Donations Policy

Purpose

This applies to donations given from members of the public in memory of a person who has died, where we have collected those monies and to pass them onto the family’s chosen charity or good cause.

To demonstrate that monies are safe and are used for the intended purposes, and no fraudulent behaviour is carried out.

This policy interlinks with our Complaints Handling Policy.

‍Scope

To demonstrate the guiding principles to show how we collate and dispose of charitable donations.

‍Policy Principles

Donations are received and disseminated by us in the following ways:

• Paid direct to the family
• Put into a donation box at the funeral
• Paid direct to the family chosen charity or charities
• Paid direct to our charity we partner with at Carma Earth if they wish to plant a tree in memory

We collect monies at a funeral should mourners want to place cash or cheques into our collection box All monies received into our office will be given a receipt. We show evidence to the bereaved family of such monies coming in and going out.  All monies held by us, we aim will be dispersed within 1 month of receipt. All monies are not held in our business bank account, but in a separate donations events account to demonstrate these monies are not our own.

We inform all charities who the monies are in memory of, and ask that they send us a receipt in the name of the deceased to our registered postal address or office email. We do not give out names of addresses of our families.  Should families wish to plant a tree in memory, we offer to do this via Carma Earth at £5 per tree.  

Any breaches to this policy then this needs to be reported to Amanda-Louise Knight to be investigated. This policy will be monitoredand reviewed annually.

‍Policy Updated - June 2024

Next Policy Review - June 2025

Policy Owner - Amanda-Louise Knight

Policy Reviewer - Amanda-Louise Knight‍