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Neftaly Human Capital Philanthropy Management Policy, Procedures, Processes, Templates, Documents and Forms NeftalyP356

Document Code: NeftalyP356
Approved By: Neftaly Malatjie, Chief Executive Officer
Last Reviewed: 21 November 2025
Next Review Date: 21 May 2026
Policy Owner: Neftaly Chief Human Capital Officer (NeftalyCHCR)

NeftalyP356-1: CEO Statement on the Launch of the Neftaly Human Capital Philanthropy Management Policy

To the Neftaly Board, Neftaly Royal Chiefs, Neftaly Partners, and the entire Human Capital Community,

It is with great appreciation that I launch the Neftaly Human Capital Philanthropy Management Policy (NeftalyP356). Philanthropy is a key pillar of Neftaly’s mission to uplift communities, provide meaningful opportunities, and promote a culture of giving and social responsibility.

This policy strengthens how we manage charitable contributions, donations, sponsorships, volunteer programmes, and community upliftment initiatives. It promotes transparency, ensures responsible allocation of resources, and guarantees that all philanthropic efforts align with Neftaly’s strategy, values, and development objectives.

My message shall end here.

Signed:
Neftaly Malatjie
Chief Executive Officer, Neftaly

NeftalyP356-2: Scope

NeftalyP356-2-1: This policy applies to:

  • NeftalyP356-2-1-1 All Neftaly Human Capital units, staff, and volunteers involved in philanthropic or charitable activities.
  • NeftalyP356-2-1-2 All initiatives involving donations, sponsorships, fundraising, community support, and corporate social responsibility (CSR).
  • NeftalyP356-2-1-3 All philanthropic projects conducted internally or in partnership with external organisations.
  • NeftalyP356-2-1-4 All resources, materials, forms, and digital systems used to manage philanthropic activities.

NeftalyP356-3: Definitions

TermDefinition
PhilanthropyVoluntary actions undertaken to promote social good, including donations, volunteering, sponsorships, and community projects.
CSR (Corporate Social Responsibility)Commitment to improving society through ethical practices, community contributions, and sustainability programmes.
Charitable ContributionMonetary or non-monetary resources donated to support community needs or organisational beneficiaries.
Beneficiary OrganisationA school, NGO, community group, or individual receiving philanthropic support.
Volunteer ProgrammeA structured initiative enabling Neftaly staff or community members to contribute time and skills.
Donation Request FormA formal document used to request philanthropic resources.
Impact AssessmentThe evaluation of outcomes and value generated by philanthropic activities.

NeftalyP356-4: Objectives

NeftalyP356-4-1: The objectives of this policy are to:

  • NeftalyP356-4-1-1 Ensure responsible, ethical, and transparent philanthropic practices.
  • NeftalyP356-4-1-2 Align all philanthropic activities with Neftaly’s mission and community impact strategy.
  • NeftalyP356-4-1-3 Provide clear guidelines for donation approvals, sponsorship allocation, and beneficiary selection.
  • NeftalyP356-4-1-4 Strengthen accountability and financial stewardship.
  • NeftalyP356-4-1-5 Promote strong relationships with community partners and beneficiaries.
  • NeftalyP356-4-1-6 Encourage staff and youth participation in volunteering initiatives.
  • NeftalyP356-4-1-7 Improve tracking, monitoring, and reporting of all philanthropic activities.

NeftalyP356-5: Roles and Responsibilities

NeftalyP356-5-1 Neftaly Chief Executive Officer (NeftalyCEO)

  • NeftalyP356-5-1-1 Approves high-value donations and major community projects.
  • NeftalyP356-5-1-2 Provides strategic direction for philanthropy initiatives.

NeftalyP356-5-2 Neftaly Chief Human Capital Officer (NeftalyCHCR)

  • NeftalyP356-5-2-1 Oversees the implementation of philanthropic programmes.
  • NeftalyP356-5-2-2 Ensures compliance with governance, financial, and reporting requirements.
  • NeftalyP356-5-2-3 Approves mid-level philanthropic requests.

NeftalyP356-5-3 Neftaly Philanthropy Management Unit

  • NeftalyP356-5-3-1 Manages daily philanthropic operations.
  • NeftalyP356-5-3-2 Coordinates donations, sponsorships, volunteering, and community outreach.
  • NeftalyP356-5-3-3 Conducts beneficiary assessments and impact evaluations.
  • NeftalyP356-5-3-4 Maintains philanthropic records and dashboards.

NeftalyP356-5-4 Neftaly Officers / Supervisors

  • NeftalyP356-5-4-1 Execute philanthropic activities within their departments.
  • NeftalyP356-5-4-2 Collect data, maintain documentation, and submit reports.

NeftalyP356-5-5 Neftaly Staff, Representatives, and Volunteers

  • NeftalyP356-5-5-1 Participate in approved charitable activities.
  • NeftalyP356-5-5-2 Support community events, campaigns, and volunteer programmes.
  • NeftalyP356-5-5-3 Adhere to guidelines and reporting requirements.

NeftalyP356-6: Procedures

NeftalyP356-6-1 Philanthropy Request Submission

  • NeftalyP356-6-1-1 All philanthropic requests must use the Neftaly Donation Request Form (NeftalyT356-01).
  • NeftalyP356-6-1-2 Submit request to the Neftaly Philanthropy Unit for review.

NeftalyP356-6-2 Screening and Assessment

  • NeftalyP356-6-2-1 Verify eligibility of the beneficiary organisation.
  • NeftalyP356-6-2-2 Conduct due diligence using the Neftaly Beneficiary Assessment Tool (NeftalyT356-03).
  • NeftalyP356-6-2-3 Ensure alignment with Neftaly’s mission and priority sectors.

NeftalyP356-6-3 Approval of Philanthropic Activities

Approval Levels:

  • NeftalyP356-6-3-1 CEO: High-value donations, sponsorships, and organisation-wide initiatives.
  • NeftalyP356-6-3-2 CHCR: Medium-value contributions and strategic partnerships.
  • NeftalyP356-6-3-3 Philanthropy Unit: Low-value contributions and material donations.

NeftalyP356-6-4 Resource Allocation

  • NeftalyP356-6-4-1 Assign monetary or non-monetary resources.
  • NeftalyP356-6-4-2 Use Neftaly Resource Allocation Form (NeftalyT356-04).
  • NeftalyP356-6-4-3 Ensure proper documentation and financial controls.

NeftalyP356-6-5 Execution of Philanthropic Activities

  • NeftalyP356-6-5-1 Implement approved projects following SOPs and guidelines.
  • NeftalyP356-6-5-2 Record attendance, distribution, and materials using activity logs.

NeftalyP356-6-6 Monitoring and Tracking

Tools include:

  • NeftalyP356-6-6-1 Donation Tracking Log (NeftalyR356-01)
  • NeftalyP356-6-6-2 Volunteer Participation Register
  • NeftalyP356-6-6-3 Philanthropy Impact Dashboard
  • NeftalyP356-6-6-4 Sponsorship Monitoring Sheets

NeftalyP356-6-7 Reporting

Required reports:

  • NeftalyP356-6-7-1 Monthly Philanthropy Activity Report
  • NeftalyP356-6-7-2 Quarterly Community Impact Review
  • NeftalyP356-6-7-3 Annual Philanthropy Summary
  • NeftalyP356-6-7-4 Special Impact Reports for major projects

NeftalyP356-6-8 Closure and Impact Assessment

  • NeftalyP356-6-8-1 Conduct a post-activity assessment using the Neftaly Impact Assessment Tool (NeftalyT356-07).
  • NeftalyP356-6-8-2 Document lessons learned and submit closure reports.

NeftalyP356-7: Templates, Documents and Forms

NeftalyP356-7-1: Core Templates

  • NeftalyP356-7-1-1 NeftalyT356-01: Donation Request Form
  • NeftalyP356-7-1-2 NeftalyT356-02: CSR Project Proposal Template
  • NeftalyP356-7-1-3 NeftalyT356-03: Beneficiary Assessment Tool
  • NeftalyP356-7-1-4 NeftalyT356-04: Resource Allocation Form
  • NeftalyP356-7-1-5 NeftalyT356-05: Volunteer Programme Signup Form
  • NeftalyP356-7-1-6 NeftalyT356-06: Philanthropy Monitoring Checklist
  • NeftalyP356-7-1-7 NeftalyT356-07: Impact Assessment Form
  • NeftalyP356-7-1-8 NeftalyT356-08: Philanthropy Activity Closure Report
  • NeftalyP356-7-1-9 NeftalyT356-09: Sponsorship Agreement Template
  • NeftalyP356-7-1-10 NeftalyT356-10: In-Kind Donation Register

NeftalyP356-7-2: Extended List (2000+ Templates)

Includes:

  • NeftalyP356-7-2-1 Community outreach planning tools
  • NeftalyP356-7-2-2 Volunteer management schedules
  • NeftalyP356-7-2-3 Sponsorship evaluation matrices
  • NeftalyP356-7-2-4 Donation tracking spreadsheets
  • NeftalyP356-7-2-5 CSR project Gantt charts
  • NeftalyP356-7-2-6 Community needs assessment forms
  • NeftalyP356-7-2-7 Philanthropy compliance checklists
  • NeftalyP356-7-2-8 Annual giving programme frameworks

(Full list available upon request.)

NeftalyP356-8: Compliance

NeftalyP356-8-1 All philanthropic activities must comply with:

  • NeftalyP356-8-1-1 Neftaly Governance Manual
  • NeftalyP356-8-1-2 Neftaly Financial Policies
  • NeftalyP356-8-1-3 Neftaly Risk Management Standards
  • NeftalyP356-8-1-4 Data Protection and Privacy Requirements
  • NeftalyP356-8-1-5 National laws on donations, sponsorship, NPO compliance, and anti-fraud

NeftalyP356-8-2 Non-compliance may result in administrative, corrective, or disciplinary action.

NeftalyP356-9: Frequently Asked Questions (Preview)

  1. Who can submit a philanthropic request?
  2. What types of donations are allowed by Neftaly?
  3. How are beneficiaries selected and verified?
  4. What reports must accompany philanthropic activities?
  5. What are the roles of the Philanthropy Unit?
  6. Can staff volunteer during working hours?
  7. What qualifies as a CSR project?
  8. How do we measure community impact?
  9. What documentation is mandatory for donations?
  10. How are high-value donations approved?