Principles of Practice: Fundraising Standards in European Educational Institutions
Universities and independent schools have a long tradition of fundraising with many being founded on the generosity of philanthropists. In recent years there has been a substantial investment in fundraising teams and activity under the aegis of their charitable status. The heads of these educational institutions are also often tasked by their Governing Boards to provide personal strategic leadership for fundraising and associated appeals and campaigns with a view to generating a valuable and much needed additional income stream.
It is important that educational institutions have clearly stated ethical guidelines governing the acceptance of gifts, and to this end the Ethical Principles for the Acceptance of Gifts was published by CASE Europe in 2011. It is also important that fundraising activities that generate these gifts are conducted to a high professional standard and comply with all legal requirements. In short, fundraising activities must be legal and need to be open, honest, and respectful. The basic principles that follow are intended to create a framework within which each institution can develop its own detailed policies and procedures that fit with its own particular circumstances.
These principles of practice are consistent with the detailed ‘Code of Fundraising Practice’1 produced by the Institute of Fundraising and used as the basis of adjudications by the Fundraising Standards Board. Members of CASE may find it helpful to use the detailed code in developing their own approach to ensuring high standards amongst all those involved in fundraising and CASE is committed to working closely with the IoF to ensure that the Code remains relevant and useful to its members.
The CASE principles of best practice in relation to fundraising standards are:
These principles are consistent with the Institute of Fundraising’s ‘Code of Fundraising Practice’ and many institutions may wish to use that detailed code as the basis for their own rules and procedures. The Code can be found at the Institute of Fundraising website.