Gifts, Gratuities & Business Courtesies Policy Template
Establish clear standards for offering, accepting, disclosing, and reviewing gifts, gratuities, entertainment, and other business courtesies.
$35
Editable Word Template + DIY Implementation GuideÂ
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Why This Policy Matters
Gifts, gratuities, and business courtesies can support professional relationships, but they may also create actual or perceived conflicts of interest, improper influence, ethical concerns, and reputational risk. A written policy defines acceptable and prohibited courtesies, establishes value and frequency limits, requires disclosure and approval when appropriate, and helps employees make sound decisions when interacting with clients, vendors, government officials, and other business partners.
What This Policy Covers
Acceptable Business Courtesies
Standards for determining when modest gifts, meals, entertainment, travel, or other courtesies may be offered or accepted for a legitimate business purpose.
Prohibited Gifts & Benefits
Rules addressing cash or cash equivalents, excessive or frequent courtesies, personal benefits, solicitation, and anything intended to improperly influence a decision.
Value Limits & Frequency
Guidance for monetary thresholds, cumulative value, recurring courtesies, local practices, and circumstances requiring additional review.
Disclosure & Approval
Requirements for reporting courtesies, obtaining advance approval when appropriate, documenting decisions, and resolving uncertain situations.
Vendors, Clients & Government Officials
Heightened standards for interactions involving suppliers, customers, referral sources, public officials, regulated parties, and other sensitive relationships.
Conflicts, Exceptions & Noncompliance
Procedures for identifying conflicts, declining or returning items, requesting exceptions, reporting concerns, and addressing policy violations.
Who This Policy Is For
Designed for organizations that need clear ethical standards for offering and accepting gifts, gratuities, and business courtesies.
How to Use This Template
Start with a professionally structured framework, then tailor it to your permitted courtesies, value limits, disclosure, and approval practices.
Customize the editable Word template with your organization’s definitions, acceptable and prohibited courtesies, monetary and frequency limits, disclosure requirements, approval authority, sensitive relationships, exception process, and consequences for noncompliance. Coordinate it with related conflicts-of-interest, procurement, travel and expense, anti-bribery, business ethics, and code-of-conduct policies; communicate expectations to employees and leaders; and review the finalized policy as laws, relationships, or business practices change.
What Your Downloads Include
Two practical resources with instant digital access after purchase.
Editable Policy Template
Microsoft Word (.docx)
Customize the editable policy with your organization’s name, roles, terminology, procedures, and other organization-specific details.
DIY Policy Implementation Guide
A practical step-by-step companion to help you customize, review, communicate, implement, and maintain your policy with confidence.
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VIEW THE FULL COLLECTIONReady to Put This Policy to Work?
Get the editable Gifts, Gratuities & Business Courtesies Policy Template plus the DIY Policy Implementation Guide with instant digital access after purchase.
