All fundraising activities conducted by or on behalf of the foundation must:

• be truthful,
• accurately describe the organization's activities,
• disclose the organization's name,
• disclose the purpose for which funds are requested,
• disclose the organization's policy with respect to issuing Official Income Tax receipts including any policy on minimum amounts for which a receipt will be issued; and,
• disclose, upon request, whether the individual or entity seeking donations is a volunteer, an employee or a contracted third party.

The foundation does not make claims that cannot be upheld or are misleading. The foundation does not exploit our beneficiaries. We are sensitive in describing those we serve (whether using graphics, images or text) and fairly represent their needs and how these needs will be addressed.

Any fundraising materials distributed by or on behalf of the foundation must include our address or other contact information. Persons, whether the staff of the organization or of a third party consultant or contractor retained by the foundation, soliciting or managing solicitation of receipted donations to the foundation shall not be paid commissions, finder's fees or percentage compensation based on such contributions. The foundation does not participate in any face-to-face fundraising or formally enter into any cause-related marketing agreement with a third party.

Anyone seeking or receiving funds, on behalf of the foundation, whether a volunteer, employee or contracted third party must:

•  act with fairness, integrity, and in accordance with all applicable laws;
• cease contacting a prospective donor who states that they do not wish to be contacted;
• disclose immediately to the organization any actual or apparent conflict of interest or loyalty; and,
•  not accept donations for purposes that are inconsistent with the organization's mission. 

The Board regularly reviews the cost-effectiveness of the organization's fundraising activities. No more will be spent on administration and fundraising than is required to ensure effective management and resource development.

Canadian Law and Regulatory Compliance

Fundraising is not itself a charitable purpose and must support, and not become a collateral purpose of, the Foundation's charitable work. Fundraising representations must be truthful, restrictions honoured, costs and revenues allocated accurately for T3010 purposes, and records sufficient to demonstrate reasonable planning, control and cost-effectiveness under CRA guidance.

A written agreement is required for a professional fundraiser or other third party acting on the Foundation's behalf. The Foundation will conduct due diligence, retain control of its name, receipting and donor information, require legal compliance and reporting, prohibit misleading or high-pressure practices, monitor performance and compensation, and comply with applicable provincial fundraising registration or licensing requirements.

Cause-related marketing, sponsorships, fundraising events and donor benefits will be reviewed for split receipting, business-income, GST/HST, CASL, privacy and provincial consumer-protection implications before launch. Consistent with this policy, the Foundation will not pay fundraising commissions, finder's fees or percentage-based compensation.

Application note: This template must be read with the Foundation's articles, bylaws, gift terms and the federal, provincial or territorial laws that apply to its incorporation, activities and operating jurisdictions. Organization-specific facts and provincial requirements require lawyer confirmation before adoption.

Monitoring: This policy will be reviewed every three years.

Board Acceptance: This policy was approved/reaffirmed at the ______________Board meeting.