This digital learning event features Diana Aviv, President and CEO of Independent Sector, and her colleagues Herman “Art” Taylor, President and CEO, BBB Wise Giving Alliance, Anne Wallestad, President and CEO, BoardSource, and Andrew Watt, President and CEO, Association of Fundraising Professionals. The panel discusses the 2015 updates to the Principles and answers frequently asked questions about ethical and governance challenges.
Originally Published: 7/28/15
Principles: 01. Laws and Regulations, 02. Code of Ethics, 03. Conflicts of Interest, 04. "Whistleblower" Policy, 05. Document and Data Retention and Destruction, 06. Protection of Assets, 07. Availability of Information to the Public, 08. Board Responsibilities, 09. Board Meetings, 10. Board Size and Structure, 11. Board Diversity, 12. Board Independence, 13. CEO Evaluation and Compensation, 14. Separation of CEO, Board Chair and Board Treasurer Roles, 15. Board Education and Communication, 16. Evaluation of Board Performance, 17. Board Member Term Limits, 18. Review of Governing Documents, 19. Review of Mission and Goals, 20. Board Compensation, 21. Financial Records, 22. Annual Budget, Financial Performance and Investments, 23. Loans to Directors, Officers, or Trustees, 24. Resource Allocation for Programs and Administration, 25. Travel and Other Expense Policies, 26. Expense Reimbursement for Nonbusiness Travel Companions, 27. Accuracy and Truthfulness of Fundraising Materials, 28. Compliance with Donor's Intent, 29. Acknowledgment of Tax-Deductible Contributions, 30. Gift Acceptance Policies, 31. Oversight of Fundraisers, 32. Fundraiser Compensation, 33. Donor Privacy