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25 Cards in this Set
- Front
- Back
- 3rd side (hint)
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Standard 1
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Member Obligations
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A member shall not engage in activities that harm the member’s organization, clients, or profession.
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Standard 2
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Member Obligations
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Members shall not engage in activities that conflict with their fiduciary, ethical, and legal obligations to their organizations, clients or profession.
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Standard 3
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Member Obligations
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Members shall effectively disclose all potential and actual conflicts of interest; such disclosure does not preclude or imply ethical impropriety.
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Standard 4
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Member Obligations
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A member shall not exploit any relationship with a donor, prospect, volunteer, client or employee for the benefit of the member or the member’s organization.
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Standard 5
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Member Obligations
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Members shall comply with all applicable local, state, provincial, and federal civil and criminal laws.
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Standard 6
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Member Obligations
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Members recognize their individual boundaries of competence and are forthcoming and truthful about their professional experience and qualifications and will represent their achievements accurately and without exaggeration.
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Standard 7
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Member Obligations
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Members shall present and supply products and/or services honestly and without misrepresentation and will clearly identify the details of those products, such as availability of the products and/or services and other factors which may affect the suitability of the products and/or services for donors, clients or nonprofit organizations.
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Standard 8
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Member Obligations
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Members shall establish the nature and purpose of any contractual relationship at the outset and will be responsive and available to organizations and their employing organizations, before, during and after any sale of materials and/or services. Members will comply with all fair and reasonable obligations created by the contract.
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Standard 9
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Member Obligations
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Members shall refrain from knowingly infringing the intellectual property rights of other parties at all times. Members shall address and rectify any inadvertent infringement which may occur.
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Standard 10
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Member Obligations
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Members shall protect the confidentiality of all privileged information relating to the provider/client relationships.
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Standard 11
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Member Obligations
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Members shall refrain from any activity designed to disparage competitors untruthfully.
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Standard 12
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Solicitation and Use of Philanthropic Funds
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Members shall take care to ensure that all solicitation and communication materials are accurate and correctly reflect their organizations’ mission and use of solicited funds.
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Standard 13
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Solicitation and Use of Philanthropic Funds
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Members shall take care to ensure that donors receive informed, accurate, and ethical advice about the value and tax implications of contributions.
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Standard 14
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Solicitation and Use of Philanthropic Funds
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Members shall take care to ensure that contributions are used in accordance with donors’ intentions.
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Standard 15
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Solicitation and Use of Philanthropic Funds
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Members shall take care to ensure proper stewardship of all revenue sources, including timely reports on the use and management of such funds.
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Standard 16
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Solicitation and Use of Philanthropic Funds
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Members shall obtain explicit consent by donors before altering the conditions of financial transactions.
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Standard 17
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Presentation of Information
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Members shall not disclose privileged or confidential information to unauthorized parties.
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Standard 18
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Presentation of Information
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Members shall 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 and shall not be transferred or utilized except on behalf of that organization or client.
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Standard 19
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Presentation of Information
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Members shall give donors and clients the opportunity to have their names removed from lists that are sold to, rented to, or exchanged with other organizations.
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Standard 20
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Presentation of Information
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Members shall, when stating fundraising results, use accurate and consistent accounting methods that conform to the appropriate guidelines adopted by the American Institute of Certified Public Accountants for the type of organization involved.
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Standard 21
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Compensation & Contracts
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A member shall not accept compensation or enter into a contract that is based on a percentage of contributions; nor shall a member accept finder’s fees or contingent fees. Business members must refrain from receiving compensation from third parties derived from products or services for a client without disclosing that third-party compensation to the client (for example, volume rebates from vendors to business members).
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Standard 22
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Compensation & Contracts
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Members may accept performance-based compensation, such as bonuses, provided such bonuses are in accord with prevailing practices within the members’ own organizations, and are not based on a percentage of contributions.
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Standard 23
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Compensation & Contracts
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Members shall neither offer nor accept payments or special considerations for the purpose of influencing the selection of products or services.
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Standard 24
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Compensation & Contracts
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Members shall not pay finder’s fees, or commissions or percentage compensation based on contributions, and shall take care to discourage their organizations from making such payments.
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Standard 25
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Compensation & Contracts
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Any member receiving funds on behalf of a donor or client must meet the legal requirements for the disbursement of those funds. Any interest or income earned on the funds should be fully disclosed.
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