APC Code of Ethics & Professional Standards

Upheld by Association of Philanthropic Counsel Member Firms

Code of Ethics

Accurately represent their professional expertise and experience.

Base fees on the value of their professional expertise and experience; mutually agree with clients on fees in advance of engagements; and not accept compensation based on a percentage of charitable contributions.

Refrain from guaranteeing financial fundraising results.

Maintain the confidentiality of privileged client information.

Disclose real and perceived conflicts of interest.

Uphold the Donor Bill of Rights.

Standards of Professional Practice

Promote the spirit of philanthropy.

Serve institutions whose missions they support.

Assist clients in making decisions that advance their missions and strengthen their organizations.

Support volunteers and staff in fulfilling their roles as fundraisers and refuse to serve as a paid solicitor.

Avoid receiving and processing charitable gifts on behalf of clients.

Place authority over and control of fundraising expenses with clients.

Refrain from charging a fee for initial meetings with prospective clients interested in engaging their services.

Continually update their professional knowledge.

Advocate legislation and regulations promoting philanthropy.

Adhere to all laws and regulations governing the profession.

Provide high quality service and draw upon the professional expertise of other APC members