Deep Dives Into The AFP Code of Ethical Standards

Taking a Closer Look at Our Ethical Standards

Throughout the month of October 2019, members of the AFP Ethics Committee addressed each of the standards in our Code of Ethics!

October 1
Standard 1: Members shall not engage in activities that harm the members’ organizations, clients or profession or knowingly bring the profession into disrepute. (Mark Hefter, adjunct professor of finance at the Stevens Institute of Technology in Hoboken, N.J.)

October 2
Standard 2: Members shall not engage in activities that conflict with their fiduciary, ethical and legal obligations to their organizations, clients or profession. (Tycely Williams, CFRE, vice president of development of the YWCA USA in Washington, D.C.)

October 3
Standard 3: Standard 3: Members shall effectively disclose all potential and actual conflicts of interest; such disclosure does not preclude or imply ethical impropriety. (Tycely Williams, CFRE, vice president of development of the YWCA USA in Washington, D.C.)

October 4
Standard 4: Members shall not exploit any relationship with a donor, prospect, volunteer, client or employee for the benefit of the members or the members’ organizations. (Gene Tempel, Ed.D., founding dean emeritus and professor of philanthropic studies at the Indiana University Lilly Family School of Philanthropy in Indianapolis, Ind.)

October 7
Standard 5: Members shall comply with all applicable local, state, provincial and federal civil and criminal laws. ( Janice Gow Pettey, Ed.D., chair emeritus of the AFP Ethics Committee and founder and principal of JG Pettey & Associates in San Francisco, Calif.)

October 8
Standard 6: Members shall recognize their individual boundaries of professional competence. (Grant Gilbert, senior director, central region, for World Wildlife Fund in Chicago, Ill.)

October 9
Standard 7: Members shall present and supply products and/or services honestly and without misrepresentation. (Krista Thompson, chief executive officer with Covenant House Vancouver in Vancouver, B.C.)

October 9
Standard 8: 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. (AFP Chief Advocacy and Strategy Officer, General Counsel and Ethics Committee Staffer Jason Lee)

October 10
Standard 9: Members shall refrain from knowingly infringing the intellectual property rights of other parties at all times. (Janice Gow Pettey, Ed.D., chair emeritus of the AFP Ethics Committee and founder and principal of JG Pettey & Associates in San Francisco, Calif.)

October 11
Standard 10: Members shall protect the confidentiality of all privileged information relating to the provider/client relationships. (AFP Chief Advocacy and Strategy Officer, General Counsel and Ethics Committee Staffer Jason Lee)

October 11
Standard 11: Members shall refrain from any activity designed to disparage competitors untruthfully. (Fernando Rodríguez Hernández, the director of institutional development at the Foundation for the Protection of Children in Mexico City)

October 14
Standard 12: Ensure that all solicitation and communication materials are accurate and correctly reflect the organization’s mission and use of solicited funds. (Fernando Rodríguez Hernández, the director of institutional development at the Foundation for the Protection of Children in Mexico City)

October 15
Standard 13: Members shall ensure that donors receive informed, accurate and ethical advice about the value and tax implications of contributions. (Amir Pasic, the Eugene R. Tempel Dean of the Indiana University Lilly Family School of Philanthropy in Indianapolis, Ind.)

October 16
Standard 14: Members shall take care to ensure that contributions are used in accordance with donors' intentions. (Paul Pribbenow, Ph.D., CFRE, president of Augsburg University in Minneapolis, Minn.)

October 17
Standard 15: Members shall take care to ensure proper stewardship of all revenue sources, including timely reports on the use and management of such funds. (Gene Tempel, Ed.D., founding dean emeritus and professor of philanthropic studies at the Indiana University Lilly Family School of Philanthropy in Indianapolis, Ind.)

October 21
Standard 16: Members shall obtain explicit consent by donors before altering the conditions of financial transactions. (Janice Gow Pettey, Ed.D., chair emeritus of the AFP Ethics Committee and founder and principal of JG Pettey & Associates in San Francisco, Calif.)

October 22
Standard 17: Members shall not disclose privileged or confidential information to unauthorized parties. (Claudia A. Looney, FAHP, CFRE Senior consultant with CCS Fundraising)

October 23
Standard 18: 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. (AFP Ethics Committee Chair Robbe Healey, MBA, NHA, ACFRE, founding member of Aurora Philanthropic Consulting in West Chester, Pa.)

October 24
Standard 19: 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. (AFP Ethics Committee Chair Robbe Healey, MBA, NHA, ACFRE, founding member of Aurora Philanthropic Consulting in West Chester, Pa.)

October 25
Standard 20: Members shall, when stating fundraising results, use accurate and consistent accounting methods that conform to the appropriate guidelines adopted by the appropriate authority. (AFP Ethics Committee Chair Robbe Healey, MBA, NHA, ACFRE, founding member of Aurora Philanthropic Consulting in West Chester, Pa.)

October 28
Standard 21: Members shall 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. (Barbara Levy, ACFRE, FAFP, and past chair of the AFP Ethics Committee)

October 30
Standard 22: Members shall 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.(AFP Chief Advocacy and Strategy Officer, General Counsel and Ethics Committee Staffer Jason Lee)

October 30
Standard 23: Members shall neither offer nor accept payments or special considerations for the purpose of influencing the selection of products or services. (AFP Chief Advocacy and Strategy Officer, General Counsel and Ethics Committee Staffer Jason Lee)

October 31
Standard 24: Members shall not pay finder’s fees, commissions or percentage compensation based on contributions.

October 31
Standard 25: Members shall meet the legal requirements for the disbursement of funds if they receive funds on behalf of a donor or client.

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Supported by: 
The Claudia A. Looney Fund for Ethics in Fundraising
&
The Patricia F. Lewis Ethics Endowment Fund

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