1. All donors (individuals, corporations, and foundations) are entitled to receive an official receipt for income tax purposes for the amount of the donation. Donors of non-monetary eligible gifts (or gifts-in-kind) are entitled to receive an official receipt that reflects the fair market value of the gift. (Note: “Eligible gifts” are defined in Revenue Canada Interpretation Bulletin IT-110R2 or its successor. Some common gifts, such as donations of volunteer time, services, food, inventory from a business, etc. are not eligible to receive official tax receipts). The charity’s governing board may establish a minimum amount of the automatic issuance of receipts, in which case smaller donations will be receipted only upon request.
2. All fundraising solicitations by or on behalf of the charity will disclose the charity’s name and the purpose for which funds are requested. Printed solicitations (however transmitted) will also include its address or other contact information.
3. Donors and prospective donors are entitled to the following, promptly upon request:
a. the charity’s most recent annual report and financial statements as approved by the governing board;
b. the charity’s registration number (BN) as assigned by Revenue Canada;
c. any information contained in the public portion of the charity’s most recent Charity Information Return (form T3010) as submitted to Revenue Canada;
d. a list of the names of the members of the charity’s governing board; and
e. a copy of this Ethical Fundraising & Financial Accountability Code.
4. Donors and prospective donors are entitled to know, upon request, whether an individual soliciting funds on behalf of the charity is a volunteer, an employee, or a hired solicitor.
5. Donors will be encouraged to seek independent advice if the charity has any reason to believe that a proposed gift might significantly affect the donor’s financial position, taxable income, or relationship with other family members.
6. Donors’ requests to remain anonymous will be respected.
7. The privacy of donors will be respected. Any donor records that are maintained by the charity will be kept confidential to the greatest extent possible. Donors have the right to see their own donor record, and to challenge its accuracy.
8. If the charity exchanges, rents, or otherwise shares its fundraising list with other organization, a donor’s request to be excluded from the list will be honoured.
9. Donors and prospective donors will be treated with respect. Every effort will be made to honour their requests to:
a. limit the frequency of solicitations;
b. not be solicited by telephone or other technology;
c. receive printed material concerning the charity.
10. The charity will respond promptly to a complaint by a donor or prospective donor about any matter that is addressed in this Ethical Fundraising & Financial Accountability Code. A designated staff member or volunteer will attempt to satisfy the complaint’s concerns in the first instance. A complainant who remains dissatisfied will be informed that he/she may appeal in writing to the charity’s governing board or its designate, and will be advised in writing of the disposition of the appeal. A complainant who is still dissatisfied will be informed that he/she may notify the Canadian Centre of Philanthropy in writing.
United Way is committed to protecting private information and maintaining the confidentiality of personal information under our control. In order to ensure the protection of this information, we have adopted the following ten privacy principles established by the Canadian Standards Association Model Code for the Protection of Personal Information.
Accountability – We are responsible for maintaining and protecting personal information under our control.
Identifying Purposes – When personal information is requested, we will identify the purposes for which it will be used at or before the time the information is collected.
Consent – An individual’s knowledge and consent will be obtained for the collection, use, or disclosure of his or her personal information, except where required by law.
Limiting Collection – We will limit the collection of all personal information to only what is necessary to meet the identified purposes.
Limiting Use, Disclosure and Retention – We will use or disclose personal information only for the purposes in which consent has been provided, or as required by law. We will retain personal information only as long as is necessary to fulfil the identified purposes.
Accuracy – We will keep personal information as accurate, complete and up-to-date as is required to fulfil the identified purposes.
Safeguards – We will protect personal information by using security safeguards that are appropriate to the sensitivity of the information.
Openness – Upon request, we will provide information about our policies and practices related to the management of personal information.
Challenging Compliance – Any concerns relating to our privacy policies and practices can be directed to our office.
Note: “Personal Information” means information about an identifiable individual, but does not include business contact information (as per PIPA – Alberta’s Personal Information Protection Act).