Standard C4: Independent advice
Description: Most fundraising professionals are not trained lawyers or financial experts. As such, though they might provide useful advice about the implications of a donation, it is good practice to refer clients to other professionals who are able to provide sound legal or financial council.
Standard C4 Explained
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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)
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ABC Nonprofit : Gift acceptance and fundraising policy