Show navigation

Available in:

OnDemand Webinar
Audio & Reference Manual

Codes and Standards of an Ethical Fundraising Program

Don't lose funds due to potentially unethical fundraising practices.

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

Runtime: 85 minutes
Purchase Options

More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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
Purchase Options

More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on August 24, 2016.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Purchase Options

More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Brett R. Harris, Esq.

Brett R. Harris, Esq.

Wilentz, Goldman & Spitzer, P.A.

  • Business, nonprofit and technology attorney; shareholder in the Woodbridge, New Jersey office of Wilentz, Goldman & Spitzer, P.A.
  • Has a corporate transactional practice, counseling corporations, limited liability companies, charities and foundations on contract and compliance matters, with an emphasis on technology issues including intellectual property protections and cybersecurity
  • Member of the New Jersey Supreme Court Working Group on Ethical Issues Involving Metadata
  • Serves as general counsel to the New Jersey Women Lawyers Association; chair and director of the Business Law Section of the New Jersey State Bar Association; trustee of the New Jersey State Bar Association Women in the Profession Section; and past chair of the New Jersey State Bar Association Internet and Computer Law Committee
  • Named as one of NJBIZ Magazine’s Best 50 Women in Business in 2012
  • Member of the Technology for Business Roundtable Steering Committee of Commerce and Industry Association of New Jersey
  • Can be contacted at 732-855-6122, [email protected] or follow her on LinkedIn®, Facebook® and Twitter® @BrettHarrisEsq for posts on business and nonprofit matters, technology law and issues of interest to professional women
Purchase Options

More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 396899
Published 2016
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!