This interactive session explores ethics in the charity sector - particularly in fundraising, gift planning, professional advice, social media, and communications

1. Ethically Speaking
 In planned giving we often
work with vulnerable
individuals and it can be
difficult to know where to get
advice.
 Bring your questions,
quandaries, as well as your
own experiences.
 In this extremely interactive
conversation, Ann will
facilitate a conversation and
also bring resources, experts,
as well as an ethics
framework for decision
making.
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

2. 
CAGP - London
Ann Rosenfield, MBA, CFRE
Ethically Speaking
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

3. CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
 Ground rules
 Questions, Quandaries
 Choose Your Own Adventure + Experiences
 Resources
 Fischer Ethics Model Live Case Study
 Questions
 Thank you
Agenda

4. Ground rules
 This is your session
 Ask questions
 Statement ≠ Question
 Chime in with expertise
 Turn off your phone
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

5. Bring your questions, quandaries, as well as your own experiences
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

6. Choose your own adventure + experiences
 Bad Advice
 Capacity
 Changes
 Gift Agreements
 Family Feud – angry at heirs
 Family Feud – litigious heirs
 Fischer Model
 Graphics
 Social Media
 Thank you for being a friend
 Tax Shelters
 Help! (Resources)
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

7. Bad advice
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

8. Capacity
 Who can assess capacity?
 Medical Doctor (College of Physicians & Surgeons)
 Psychologist (College of Psychologist of Ontario)
 Registered Nurse, Registered Nurse (EC)
 Registered Social Worker
 Occupational Therapist (College of OT of Ontario)
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

9. Changes
Which of these are legal?
 1) Alter terms with consent
 2) Leave dormant
 3) Transfer asset to another charity
 4) Refund money
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

10. An ounce of prevention
 Gift agreements
 Include intent and alternatives
 External advice for donor
 Ensure they tell those who might reasonably expect
to inherit
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

11. Family Feud
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

12. Family Feud
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

13. Fischer Model
Option #1 Option #2
Your Board
Your donors
Your community
People you serve
Newspaper
You
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

14. Graphics
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

15. Check in
 In planned giving we often
work with vulnerable
individuals and it can be
difficult to know where to get
advice.
 Bring your questions,
quandaries, as well as your
own experiences.
 In this extremely interactive
conversation, Ann will
facilitate a conversation and
also bring resources, experts,
as well as an ethics
framework for decision
making.
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

16. Social Media
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

17. Thank you for being a friend
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

18. 
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
CRA Adherence –Tax shelters
http://www.cra-arc.gc.ca/gncy/lrt/vshlt-eng.html

19. Help!
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

20. 
Disclose conflicts of Interest
For instance, I do not have a business relationship with any of the resources
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

21. Resources – CAGP member benefit
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

22. Tax Law Resource – Dwayne Osbourn
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

23. CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
CAGP Ethics Code
https://www.cagp-acpdp.org/en/code-of-ethics
Imagine Canada Standards
http://sectorsource.ca/standards/standards-resource
AFP Ethics Code
https://www.afpnet.org/files/ContentDocuments/CodeofEthics.p
df
Ethics Codes & Standards

24. Ethically Speaking
 In planned giving we often
work with vulnerable
individuals and it can be
difficult to know where to get
advice.
 Bring your questions,
quandaries, as well as your
own experiences.
 In this extremely interactive
conversation, Ann will
facilitate a conversation and
also bring resources, experts,
as well as an ethics
framework for decision
making.
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

25. Questions?
????????????
?????????????
???
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

26. Credits
Title slide image - © Thinkstock
Alanis Morrisette image - musictimes.com
Malicious Mallard - http://www.livememe.com/nl4ym1t
Facebook Stalker – graphicbrew
Latner vs. Latner vs Latner graphic - http://skoool.ru/how-torontos-lavishly-rich-latner-family-is-
tearing-itself-apart/
UWO law school image - http://www.youngblackprelaw.com/2015/03/western-university/
Kardashian family photo – Cosmopolitan
Peanuts cartoon – Charles M Schultz
Ann Rosenfield photo – Kathryn Hollinrake
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

27. Thank you
Ann Rosenfield, MBA, CFRE
Blogs
https://www.linkedin.com/today/posts/annrosenfieldc
fre
http://charitablyspeaking.com/blog/
LinkedIn
linkedin.com/in/annrosenfieldcfre
E-mail
ann@charitablyspeaking.com
Twitter
@AnnBRosenfield
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016