Rocky Mountain Elk FoundationCode of Ethical Principles and Standards
PUBLIC TRUST & TRANSPARENCY
- not engage in activities that harm the members’ organizations, clients or profession or knowingly bring the profession into disrepute.
- not engage in activities that conflict with their fiduciary, ethical and legal obligations to their organizations, clients or profession.
- effectively disclose all potential and actual conflicts of interest; such disclosure does not preclude or imply ethical impropriety.
- not exploit any relationship with a donor, prospect, volunteer, client or employee for the benefit of the members or the members’ organizations.
- comply with all applicable local, state, provincial and federal civil and criminal laws.
- recognize their individual boundaries of professional competence.
- present and supply products and/or services honestly and without misrepresentation.
- establish the nature and purpose of any contractual relationship at the outset and be responsive and available to parties before, during and after any sale of materials and/or services.
- never knowingly infringe the intellectual property rights of other parties.
- protect the confidentiality of all privileged information relating to the provider/client relationships.
- 11. never disparage competitors untruthfully.
SOLICITATION & STEWARDSHIP OF PHILANTHROPIC FUNDS
- ensure that all solicitation and communication materials are accurate and correctly reflect their organization’s mission and use of solicited funds.
- ensure that donors receive informed, accurate and ethical advice about the value and tax implications of contributions.
- ensure that contributions are used in accordance with donors’ intentions.
- ensure proper stewardship of all revenue sources, including timely reports on the use and management of such funds.
- obtain explicit consent by donors before altering the conditions of financial transactions.
TREATMENT OF CONFIDENTIAL & PROPRIETARY INFORMATION
- not disclose privileged or confidential information to unauthorized parties.
- adhere to the principle that all donor and prospect information created by, or on behalf of, an organization or a client is the property of that organization or client.
- give donors and clients the opportunity to have their names removed from lists that are sold to, rented to or exchanged with other organizations.
- when stating fundraising results, use accurate and consistent accounting methods that conform to the relevant guidelines adopted by the appropriate authority.
COMPENSATION, BONUSES & FINDER’S FEES
- not accept compensation or enter into a contract that is based on a percentage of contributions; nor shall members accept finder’s fees or contingent fees.
- be permitted to accept performance-based compensation, such as bonuses, only if such bonuses are in accord with prevailing practices within the members’ own organizations and are not based on a percentage of contributions.
- neither offer nor accept payments or special considerations for the purpose of influencing the selection of products or services.
- not pay finder’s fees, commissions or percentage compensation based on contributions.
- meet the legal requirements for the disbursement of funds if they receive funds on behalf of a donor or client.
© 1964, Association of Fundraising Professionals (AFP), all rights reserved. Reprinted with permission from the Association of Fundraising Professionals.