Standard 5: Fundraising
“Land trusts conduct fundraising activities in a lawful, ethical and responsible manner.”
Background Context:
Practices:
A. Legal and Ethical Practices
- Conduct an analysis of provincial and federal charitable fundraising laws and register where the land trust determines it is appropriate.
- Do not compensate internal or external fundraisers based on a commission or a percentage of the amount raised.
Resources:
Accountability Policy – Template | Ontario Land Trust Alliance | ————————– | 65 KB | |
Fundraising Policy – Template | Ontario Land Trust Alliance | ————————– | 51 KB | |
Code of Ethical Standards | Association of Fundraising Professionals | 2020 | ————————– | website |
Fundraising | Board Source | 2013 | 533 KB | |
Board Fundraising Policy: Key Elements, Practical Tips, and Sample Policy | Board Source | 2017 | 57 KB | |
File Name | Organization | Year | Size | Format |
B. Accountability to Donors
- Provide accurate fundraising materials and other communications to donors and the public.
- Provide timely written acknowledgement of all gifts, including land and conservation agreements, in keeping with Canada Revenue Agency charitable receipting requirements, as appropriate.
- Maintain financial and other systems to document and comply with any donor restrictions on gifts.
- Have a written policy or procedure to ensure donor privacy concerns are honored.
Resources:
Bill of Rights for Donors | Ontario Land Trust Alliance | 2018 | 79 KB | |
Gift Acceptance Policy | Oak Ridges Moraine Land Trust | 2016 | 69 KB | word |
Sponsorship Policy | Ontario Farmland Trust | 2014 | 501 KB | |
Donor Thank You Call | Ontario Farmland Trust | 2017 | 121 KB | word |
Privacy Policy – Sample 1 | Ontario Land Trust Alliance | 2018 | 80 KB | |
Privacy Policy – Sample 2 | Imagine Canada | —————– | 61.2 KB | |
File Name | Organization | Year | Size | Format |
C. Fundraising Plan
- Develop and implement a fundraising plan or program appropriate to the land trust’s size and scope to secure adequate support for its activities.
Resources:
Fundraising Manual for Land Trusts | Ontario Land Trust Alliance | 2005 | ————————– | |
File Name | Organization | Year | Size | Format |
D. Non-conservation Real Property for Resale
- When acquiring non-conservation real property with the intent of selling it to advance the land trust’s mission,
- Obtain a written acknowledgment from any donor of the land trust’s intent to sell before accepting the property.
- Follow applicable transaction policies and procedures.
- Maintain the property while in the land trust’s ownership in a manner that retains the land trust’s public credibility, manages community expectations and minimizes risk.
Resources:
File Name | Organization | Year | Size | Format |