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Employee Ethics, Conduct, and Practices Related to University Advancement and Development

  • Responsible Office: Development and Alumni Relations
  • Current Approved Version: 04/07/2021
  • Policy Type: Administrative

Policy Statement and Purpose

The purpose of this policy is to encourage appropriate and responsible charitable gift solicitation of university alumni, friends and organizations by all development personnel affiliated with Development and Alumni Relations and unit-based fundraising offices. University Development and Alumni Relations (DAR) is responsible for all charitable gift activity for VCU and its health system.

All members of the university development and alumni relations community are expected to observe the highest standards of ethical and professional conduct, and to conduct all fundraising and related professional activities in good faith and with fairness, accuracy, integrity and respect for others. Employees should rigorously adhere to the statements of ethics and donor bill of rights as outlined by the Council for Advancement and Support of Education (CASE) and the Association of Fundraising Professionals (AFP).

Furthermore, fundraising professionals must keep the best interests of the university and its donors in mind. Donor confidentiality will be maintained, and DAR staff will treat with care any potentially sensitive information. All DAR personnel will avoid conflicts of interest between the university and outside activities, both paid and voluntary. Under no circumstance will a university development professional exploit a relationship with an external constituent, donor or volunteer for personal gain.

Noncompliance with this policy could result in disciplinary action up to and including termination. VCU supports an environment free from retaliation. Retaliation is prohibited against any employee who brings forth a good faith concern, asks a clarifying question, or participates in an investigation.

Table of Contents

 
Who Should Know This Policy
Definitions
Contacts
Policy Specifics and Procedures
Forms 
Related Documents
Revision History
FAQ

Who Should Know This Policy

All university faculty and staff who are involved with the solicitation, establishment, and overall administration of philanthropic donations from alumni, friends and organizations are responsible for knowing this policy and familiarizing themselves with its contents and provisions

Definitions

Association of Fundraising Professionals

The Association of Fundraising Professionals (AFP) is a membership organization that advances philanthropy by enabling people and organizations to practice ethical and effective fundraising. The core activities through which AFP fulfills this mission include education, training, mentoring, research, advocacy and certification programs.

CASE

The Council for Advancement and Support of Education is a global nonprofit association dedicated to educational advancement — alumni relations, communications, development, marketing and advancement services — and shares the goal of championing education to transform lives and society.

Contacts

The Office of Development and Alumni Relations officially interprets this policy. The Office of Development and Alumni Relations is responsible for obtaining approval for any revisions as required by the policy Creating and Maintaining Policies and Procedures through the appropriate governance structures. Please direct policy questions to the Office of Development and Alumni Relations via the senior associate vice president for development.

Policy Specifics and Procedures

  1. Professional Conduct
    1. All University fundraising and alumni relations personnel must adhere to, and demonstrate understanding and recognition of the Council for Advancement and Support of Education’s Statement of Ethics and the Association of Fundraising Professionals’ Donor Bill of Rights.
    2. Members of the DAR community may have access to confidential, proprietary or private information of various types, including student, employee, alumni, and donor records, university business information, personally identifiable information, intellectual property and other information subject to contractual or legal obligations of confidentiality. All members of the DAR community must follow all applicable legal, contractual and policy restrictions on the use, disclosure and safeguarding of such information.
  2. Training and confidentiality agreement
    1. University development professionals must agree to read and understand all university policies, procedures and core values that guide alumni relations and development.
    2. DAR training and a signed confidentiality agreement must be completed within thirty (30) days of employment within a university development unit prior to access being granted to the university’s donor database of record.
    3. A copy of this signed statement is maintained by DAR

 

Forms

Employee confidentiality statement forms are available to university development professionals with access to the DAR intranet. To gain access, please contact your unit’s development office, the DAR talent management office, or giving@vcu.edu. For general assistance call DAR at 804-828-0880

Development and Alumni Relations confidentiality agreement

 

Related Documents

 

  1. Council for the Advancement and Support of Education Statement of Ethics (rev. 2020): https://www.case.org/resources/case-statement-ethics
  2. Association of Fundraising Professionals Code of Ethical Standards (1964, rev 2015):https://afpglobal.org/ethicsmain/code-ethical-standards
  3. Association of Fundraising Professionals Donor Bill of Rights: https://afpglobal.org/donor-bill-rights
  4. Development and Alumni Relations core values
  5. VCU Policy: Expectations of Ethical Conduct (2018)
  6. VCU Policy: Development and Alumni Relations Activities (2018)

 

Revision History

This policy supersedes the following archived policies:

 

Approval/Revision Date                                   

          04/07/2021   Minor Revisions

FAQ

There are no FAQ associated with this policy and procedures.