Codes And Standards Of An Ethical Fundraising Program

Webinar: ID# 1022915
Recorded CD
About This Course:
Fundraising goes to the critical relationship between a nonprofit organization and its donors. To ensure donor acquisition, retention and stewardship, the conduct of fundraising activities by an organization should adhere to the highest standards of legal and ethical conduct.

Fundraising is increasingly a focus of nonprofit organizations in the face of reduced governmental support coupled with a rise in the demand for services and programming offered by such organizations.

While the development staff may be officially charged with the responsibility of fundraising, all key stakeholders of an organization play a role in fundraising efforts. The executive director and senior staff are the public face of an organization, and foundations increasingly view their grants as an investment in these individuals as much as in the organization.

Board members are the ambassadors for the organization's mission and with the trend of "give or get", trustees are often active fundraisers. Attorneys and accountants, whether representing organizations or advising organizations in roles as trustees or supporters, must be aware of the State and federal regulation of the conduct of solicitation activities.

This webinar will discuss how organizations can engage in fundraising campaigns which are in compliance with legal and tax reporting obligations, as well as respecting the special relationships with donors and funders.

Finally, the course will discuss how to preserve the integrity of fundraising activities as they move online with the innovations in fundraising created by new technologies.


Compliance With Legal and Tax Reporting Obligations
  • State Regulation of Charitable Solicitations
  • State Regulation of Gaming Activities
  • IRS Donor Substantiation Requirements
Policies to Promote Ethical Conduct in Relationships Between the Organization and Its Donors
  • Donor Bill of Rights
  • Gift Acceptance Policy
  • Donor Recognition and Acknowledgement Policy
Policies to Promote Ethical Conduct in Relationships Within the Organization
  • Compensation of Fundraisers
  • Conflict of Interest Policy
Emerging Issues Raised by Impact of Technology on Fundraising
  • Social Media
  • Crowdfunding
About The Presenter

Brett R. Harris, Esq.
  • Business, Nonprofit and Technology Attorney, shareholder in the Woodbridge, New Jersey office of Wilentz, Goldman & Spitzer, P.A.
  • Has a corporate transactional practice, focusing on counseling charities and foundations on their exempt status, governance and compliance, and also handles intellectual property and cybersecurity matters
  • Member of the Legal Working Group for the Center for Non-Profits, an umbrella organization for New Jersey 501(c)(3)s providing advocacy, resources, training and information to strengthen non-profits and help them thrive
  • Serves as general counsel to the New Jersey Women Lawyers Association, secretary of the Business Law Section of the New Jersey State Bar Association and a trustee of the New Jersey State Bar Association’s Women in the Profession Section
  • Named as one of NJBIZ magazine’s Best 50 Women in Business in 2012
  • Recognized by the Chambers USA: America’s Leading Lawyers for Business 2012-2016 guides as “Leaders in Their Field” for Corporate/M&A practice area, selected for inclusion in The Best Lawyers in America® published by Woodward/White, Inc. for 2007-2016 in the specialties of Intellectual Property Law, Corporate Law, Business Organizations and Trademark Law and recognized as a Super Lawyer in the New Jersey Law Monthly, New Jersey Super Lawyers Editions for 2007-2016 in areas of Business/Corporate, Intellectual Property, Information Technology and Non-Profit
Codes And Standards Of An Ethical Fundraising Program
Available on CD format
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