Institute Member Firms are organized to provide professional services
as described in the Standards of Membership, Standards of Practice and
the Professional Code of Ethics to not-for-profit organizations. Member
Firms share a deep commitment to philanthropy and respect for the men
and women who voluntarily commit their time and resources in the
service of the philanthropic organizations operating today throughout
tenets are a result of decades of service and experience by Member
Firms, and have been carefully formulated to address the best interests
of not-for-profit client organizations and their extraordinarily
generous donor constituencies.
philanthropic community recognizes the high ideas, competence, and
integrity of the individuals who comprise the Member Firms. Through
years of experience, these professionals have honed their skills and
achieved acknowledged leadership in strengthening and expanding the
philanthropic potential of their clients.
Standards of Practice
Statement of Best Practices Adopted By Giving Institute Member Firms:
pledge to respect the mission and values of each client organization,
and the central importance of each of its stakeholders.
pledge to provide only those services that will advance the mission of
each client organization, and which will support the values they
and their firms, will readily share the professional credentials and
experience of each of their staff professionals.
firms will always endeavor to put into place written service agreements
with each of their client organizations.
firms will be transparent and fair with respect to how they bill fees
firms will provide credible references for their previous client work,
and ensure ready access to those client references.
affirm their commitment to the appropriate recognition and stewardship
of each gift, irrespective of its size or source.
firms counsel their clients on the value of institutional stakeholders,
and their professional staff taking the lead in the solicitation of
are committed to the shared standards of Best Practice for global
philanthropy and Civil Society, wherever they come to exist.
Code of Ethics
firms, in seeking at all times to provide candid and rigorous counsel,
and the highest quality of services to every client, adhere to the
following ethical standards:
firms pledge to honor the confidentiality of client prospect and donor
lists, their business affairs, and the right to privacy enjoyed by
every institution, volunteer and donor.
Fundraising consulting member firms charge clients based upon the professional services provided.
Their fees are never based upon charitable gifts raised or a percentage
firms disclose to clients and prospective clients any professional,
personal, or client relationships that might be construed as conflicts
firms seek at all times to ensure that their clients will deploy gifts
for the purposes for which they were given.
firms do not guarantee fundraising results, promise access to the
donors of current or previous client institutions, or otherwise engage
in marketing methods that are misleading to prospective clients, to the
public or to individual donors.
firms do not accept or maintain custody of gifts, or of gift funds that
have been contributed to client institutions.
firms do not make undisclosed payments or provide special consideration
to volunteers, officers, directors, trustees, employees, beneficiaries
or advisors to a not-for-profit organization as compensation for
influencing the selection of the firm or its services.
firms do not make exaggerated or erroneous claims relative to the past
achievements of their firms, of their staff professionals, or of their