Corporate Social Responsibility (CSR) Policy

• Mission: Make non-cash giving fast, safe, and accessible so every nonprofit can unlock new sources of funding.
• Core Values: Excellence, Service, Collaboration and Accountability.

• Principle: We conduct business with uncompromising integrity, putting the interests of our customers—donors and nonprofits—first while honoring obligations to employees, partners, regulators, and the communities we serve.
• Compliance and integrity: We comply with applicable laws and regulations, including securities, tax, privacy, AML, and other requirements in the charitable, giving and financial services industries.
• Honest communication: We provide clear, accurate, plain-language information about how GivingIQ works, including eligibility, timelines, risks, and limitations—no hidden terms or misleading claims.
• Transparent pricing and value: We disclose all fees (if any), payment flows, and any incentives or revenue relationships in an accessible format prior to engagement and at key decision points.
• Fair and ethical marketing: Claims and testimonials are truthful, substantiated, permissioned, and never misleading; sponsored relationships are disclosed.
• Data privacy and security: We safeguard information through industry-standard controls, least-privilege access, and responsible retention and deletion. We do not sell or share data.
• Issue ownership: If errors occur, we take responsibility, communicate promptly, explain root causes, and implement corrective actions; we track and learn from incidents.
• Conflicts of interest: We avoid, disclose, and appropriately manage conflicts—including any that could bias recommendations or platform design against stakeholder interests.
• Responsible partnerships: We expect vendors and partners to meet comparable standards of honesty, privacy/security, environmental responsibility, and fair dealing.
• Continuous improvement: We regularly engage stakeholders to gather input, measure satisfaction, and report on progress against integrity and transparency commitments.

• Commitment: We uphold human rights, ensure a safe, respectful workplace, and prohibit discrimination and harassment.
• Fair opportunity: We use structured, competency-based hiring and promotion; we review pay practices to support equity.
• Inclusive culture: We promote respectful collaboration, psychological safety, and a sense of belonging for all employees.
• Accessibility and wellbeing: We provide reasonable accommodations and flexible practices consistent with role requirements and law.
• Training: We provide periodic education on inclusive conduct and responsibilities for managers and staff.
• Supplier inclusion: We encourage diverse supplier participation and expect partners to uphold comparable standards.

• Footprint reduction: We seek to reduce our operational footprint (e.g., cloud efficiency, energy usage, remote-work practices, responsible travel, electronic communications, payments and collateral).
• Sustainable procurement: We prefer vendors with strong environmental practices and published sustainability commitments.
• Education and advocacy: We share best practices and content that help donors and nonprofits understand sustainable giving options.

While GivingIQ is neutral in enabling donor choice, we proactively support:

• Humanitarian causes: Disaster relief, poverty alleviation, health and mental health, education, refugees/migrants, and human rights.
• Environmental causes: Climate resilience, conservation, biodiversity, sustainable communities, and disaster preparedness.
• Animal welfare: Rescue, protection, habitat preservation, humane treatment, and wildlife conservation.

• Platform access: We expand access to non-cash giving for nonprofits of all sizes, with simple onboarding and support resources.
• Capacity building: We provide education, training, and product enhancements that help nonprofits tap non-cash sources of funding as a sustainable revenue stream.
• Employee engagement: We encourage employees to volunteer, serve on nonprofit boards responsibly, and donate—including non-cash gifts—offering company-sponsored volunteer time and matching where feasible.
• Emergency response: In times of crisis, we may prioritize features, education, or campaigns that accelerate support for affected communities.

• Due diligence: We strive to enable gifts only to eligible, good-standing nonprofit organizations and follow applicable sanctions and AML screening.
• Neutrality and non-discrimination: We facilitate donor intent within legal and policy bounds and do not discriminate based on race, religion, gender, sexual orientation, national origin, disability, or political affiliation.

• Oversight: The CEO and Executive Team own CSR strategy.
• Policies and training: Annual training on ethics, privacy/security, compliance and inclusive conduct is mandatory for all staff and leadership.
• Whistleblowing: We maintain confidential channels for reporting concerns without retaliation; all substantiated incidents prompt corrective action.

• Expectations: Vendors and partners must adhere to laws and to comparable standards on ethics, labor, anti-corruption, privacy/security, and environmental responsibility.
• Reviews: We include CSR criteria in vendor selection and periodic reviews; sustained non-compliance may result in remediation plans or termination.

• Inclusive design: We aim for accessible experiences that meet or align with WCAG guidance where feasible; we gather user feedback to improve usability for all donors and nonprofits.