Standard 5: Fundraising
“Land trusts conduct fundraising activities in a lawful, ethical and responsible manner.”
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.
|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|
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.
|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|
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.
|Fundraising Manual for Land Trusts||Ontario Land Trust Alliance||2005||————————–|
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.