Standard C4: Independent advice
Description: The organization encourages donors to seek independent advice if the proposed gift is a Planned Gift and/or the organization has any reason to believe the proposed gift might significantly affect the donor’s financial position, taxable income, or relationship with other family members.
Standard C4 Explained
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ABC Nonprofit : Gift acceptance and fundraising policy
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Code de déontologie et règles de conduite professionnelle de l'AFP
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AFP Code of ethical principles and standards of professional practice : statement of ethical principles
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Creating a planned giving program : a legacy building plan for small to medium community based organizations
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Planned giving and professional advisors: the why and how to involve professional advisors in Canadian charities
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Policy direction, Acceptance of gifts (sample policy)