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C1 Ethical Fundraising and Donations

Page history last edited by Bonnyville Baptist Church 5 years, 10 months ago

 

DATE:

March 2014

Finance

REFERENCE

    C1

REVIEWED/

REVISED:

 

ETHICAL FUNDRAISING & DONATIONS

 

 

SECTION ONE:  PURPOSE

 

While we may not write letters or phone members of the congregation for donations, there are some principles of ethical fundraising that could apply to the church:

  • Raising funds for special projects (designated funds),

  • Solicitations – mailbox and directory policy to avoid unwanted solicitations,

  • Sharing of individual donation information,

  • Transparency regarding how the church is using donations (e.g. provision of statements to members),

  • Policy or practice for dealing with large gifts (to ensure individual has received proper appropriate advice and that the donation will not adversely affect the individual or family).

     

 

SECTION TWO:  PRACTICE/POLICIES

 

1.         Our designated funds policy deals with raising funds for special projects (see C2-2).

 

2.         We do not have a formal statement or policy concerning use of mailboxes and the church directory. The current practice is that if it comes to the administrator’s attention, i.e. someone asks if they can put something in the mailboxes, they are told they cannot use them for soliciting personal business.

 

3.         Individual donor information in its entirety (i.e. what an individual has given for the year) is accessible only to the donations clerk and the administrator/individual reconciling donations to simply accounts.

 

4.         Members receive quarterly and annual financial statements in their mailboxes.   All regular donors receive semi-annual mini-reports with a statement of their donations to date.

 

5.         Our special donations policy deals with what to do with the funds.   We do not have a policy or practice for ensuring the donation does not adversely affect the individual or family.

 

SECTION THREE:  PROCEDURES

 

1.         The donations clerk provides the individual reconciling financial accounts with a back-up of all donor information three times per year in order to reconcile the accounts.

 

2.         The individual preparing financial statements provides the mini-reports to accompany the semi-annual statement to regular donors of their donations to date.

 

3.         The individual responsible for putting together agenda packages will include the quarterly and annual financial statements as applicable.

 

4.         A suggested procedure for dealing with large donations is that these be turned in to the office and not handled by our tellers to enable notifying the administration team and senior pastor of the proposed donation.  

 

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