Standards Section C : Fundraising
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Issuing complete and accurate donation receipts (Canada Revenue Agency)
https://www.canada.ca/en/revenue-agency/services/charities-giving/charities/chec… A registered charity may only issue official receipts for donations that legally qualify as gifts. An official receipt must contain all the information specified in ...
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Creating a planned giving program: a legacy building plan for small to medium community based organizations
2006 Niagara Community Foundation Fundraising: Prospecting Fundraising Bequests Creating a planned giving program Includes engagement checklist, with advice on how to develop a case and advertise your mission all the way though keeping donors engaged and ...
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Why you need gift acceptance policies: How Thoughtful Planning about Non-Cash Gifts Can Improve Your Donor Relationships
2008 Swank, Katherine Fundraising: Policies and processes Donations Policies Why you need gift acceptance policies Contents All Gifts Are Not Equal! Policies Allow Staff to Maintain Consistency and Standards What Should the Policies Include? Policies ...
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Standard C1: Donor requests
Developing a policy on donor requests will help your organization’s staff and volunteers to understand how and how often to contact established and potential donors.
Standard C1 Explained
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Standard C2: Donor lists
When an organization sells its donor list, it relinquishes control over the data and risks having the information used for a purpose other than that for which it was collected.
Standard C2 Explained
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Standard C3: Donor anonymity
Donors may have many legitimate reasons for wishing to remain anonymous, and it is essential that nonprofits respect these requests.
Standard C3 Explained
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Standard C4: Independent advice
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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Standard C5: Receipts
A gift-in-kind is a gift of any property excluding cash. Gifts-in-kind could include gifts of real property (land or buildings), personal use property (an item used in a personal rather than a business context, for example clothing), intangible property (investments), or intellectual property (patents, licenses).
Standard C5 Explained
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Standard C6: Fundraising activities
All fundraising activities conducted by or on behalf of the organization must: be truthful, accurately describe the organization’s activities, disclose the organization’s name, disclose the purpose for which funds are requested, disclose the organization’s policy with respect to issuing Official Income Tax receipts including any policy on minimum amounts for which a receipt will be issued; and, disclose, upon request, whether the individual or entity seeking donations is a volunteer, employee or contracted third party.
Standard C6 Explained
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Standard C7: Misleading claims
To develop a robust donor base, an organization must represent its activities truthfully.
Standard C7 Explained
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Standard C8: Exploitation of beneficiaries
Exploiting beneficiaries in order to attract donations can involve depicting individuals in a way that upholds stereotypes, is demeaning, or that disregards a person’s dignity.
Standard C8 Explained
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Standard C9: Fundraising materials
Fundraising materials including print or e-mail solicitations must include the organization’s address and / or other contact information to ensure that individuals who wish to learn more about the organization or to make a donation are able to contact the organization.
Standard C9 Explained
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Standard C10: Payment of fundraisers
CRA is adamant that fundraising should not deliver more than incidental private benefit to those involved.
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Standard C11: Behaviour of fundraisers
Anyone seeking or receiving funds, on behalf of the organization, whether a volunteer, employee or contracted third party must: act with fairness, integrity, and in accordance with all applicable laws; cease contacting a prospective donor who states that he/she does not wish to be contacted; disclose immediately to the organization any actual or apparent conflict of interest or loyalty; and not accept donations for purposes that are inconsistent with the organization’s mission.
Standard C11 Explained
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Standard C12: Fundraising policies
While all nonprofit and charitable organizations in Canada depend on some form of fundraising, Imagine Canada recognizes that Canada’s nonprofit sector is incredibly diverse and that organizations have differing needs with regards to fundraising and fundraising policies.
Standard C12 Explained
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Standard C13: Face-to-face solicitations
While all nonprofit and charitable organizations in Canada depend on some form of fundraising, Imagine Canada recognizes that Canada’s nonprofit sector is incredibly diverse and that organizations have differing needs with regards to fundraising and fundraising policies.
Standard C13 Explained
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Standard C14: Cause-related marketing
Increasingly, the media and the general public are critical of for-profit companies that raise funds for charities and nonprofits, arguing that too much money goes to the business and not enough to the cause itself.
Standard C14 Explained