Documents Agenda (PDF - 145 KB) List of participants (PDF - 89 KB) Resources PowerPoint presentations

Codes and standards for grantmakers

20-22 May 2005
London, UK
Hosted by the Community Foundation Network (UK)

This event provided an opportunity for colleagues from different parts of the world to come together and examine the value of developing and adopting codes and standards for grantmakers, and collectively address issues such as:

• How important are codes and standards for grantmakers?
• What is the role of an association in developing and/or promoting codes and standards for its members?
• What are the common elements of existing codes and standards within the network?
• What are the trends and challenges in self-regulation and certification in different regions?
• Have there been concrete gains so far?
• Can we really monitor compliance?
• How are transparency and accountability promoted in the absence of written codes and standards?

Any senior staff member of an association or support organisation participating in the WINGS network, including its constituent group WINGS-CF, could apply.

Resources

For broad-based membership

• Bulgarian Donors’ Forum: Code of Ethics of the Bulgarian Donors’ Forum (PDF, 1p, 51KB)
• Council on Foundations:
  • Draft Statement of Ethical Principles, revised November 2004 (HTML)
  • Recommended Principles and Practices for Effective Grantmaking, June 2002 (HTML)
• Donors' Forum Slovakia: Donors’ Forum Code of Ethics (PDF, 2p, 74KB)
• European Foundation Centre: EFC Code of Practice (HTML)
• Minnesota Council on Foundations: Principles for Grantmakers, June 1996 (PDF, 1p, 21KB)
• Philanthropic Foundations Canada: Statement of Values and Ethical Principles, December 2004 (PDF, 2p, 110KB)
• Philanthropy Australia: Code of Practice (PDF, 3p, 59KB)
• Russia Donors’ Forum: Code of Ethics for the Russia Donors’ Forum (PDF, 1p, 65KB)

For community foundations

• Association of Slovak Community Foundations: Standards for Community Foundations in Slovakia (PDF, 3p, 101KB)
• Community Foundations of Canada:
  • Annual Checklist and Board Resolution on Criteria for Membership in Community Foundations of Canada:
    • Community foundations with total assets over $2 Million (PDF, 5p, 86KB)
    • Community foundations with total assets under $2 Million (PDF, 4p, 83KB)
  • Explorations: Principles for Community Foundations (2nd edition), revised 2002 (HTML)
  • Discoveries: Bridging Principles & Practice (A Practical Guide to Explorations), 2003 (HTML)
  • The Community Foundation Difference: Describing What Makes Us Special, endorsed by CFC members May 2002 (PDF, 12p, 199KB)
• Council of Michigan Foundations:
  • Assisting Community Foundations with Branding, Standards, and Marketing: Lessons Learned, by Karin E. Tice, PhD (PDF, 8p, 596KB)
  • Standards for Community Foundations: Challenges and Lessons Learned, by Karin E. Tice, PhD (PDF, 8p, 57KB
• Council on Foundations:
  • National Standards for U.S. Community Foundations, approved on June 2000 with explanatory language as of February 2002 (PDF, 7p, 115KB)
  • National Standards for U.S. Community Foundations: Guide to Confirmation of Compliance, October 2004 (PDF, 24p, 3.1MB)
• Minnesota Council on Foundations: Illustrative Statement of Practices to Implement the Principles for Grantmakers for Community and Public Foundations (PDF, 8p, 86KB)

For corporate grantmakers

• Minnesota Council on Foundations: Illustrative Statement of Practices to Implement the Principles for Grantmakers for Corporate Foundations and Corporate Giving Programs (PDF, 7p, 129KB)
• Council on Foundations: Stewardship Principles for Corporate Grantmakers, September 2004 (PDF, 7p, 122KB)

For other types of grantmakers

• Council on Foundations:
  • Stewardship Principles for Family Foundations, September 2004 (PDF, 5p, 120KB)
  • Stewardship Principles for Independent Foundations, public draft – April 2005 (PDF, 7p, 495KB)
• Minnesota Council on Foundations:
  • Illustrative Statement of Practices to Implement the Principles for Grantmakers for Family Foundations (PDF, 7p, 71KB)
  • Illustrative Statement of Practices to Implement the Principles for Grantmakers for Private Foundations (PDF, 8p, 85KB)

PowerPoint presentations

Topic 1: Codes and standards for grantmakers: where are we at

• Rob Buchanan, Council on Foundations (ppt, 61KB)
• Clare Brooks, Community Foundation Network (ppt, 257KB)

Topic 2: Adherence to standards: the price of membership?

• Carol Shooter, Association of Charitable Foundations (ppt, 74KB)
• Jane Humphries, Community Foundations of Canada (ppt, 92KB)

Topic 3: Developing codes and standards for and with association members

• Grant Hooper, Philanthropy Australia (ppt, 131KB)
• Natalya Kaminarskaya, Russia Donors’ Forum (ppt, 153KB)
• Katarina Minarova, Association of Slovak Community Foundations (ppt, 2.6MB)

Topic 4: Implementation… and monitoring adherence

• Bill King, Minnesota Council on Foundations (ppt, 100KB)
• Hilary Pearson, Philanthropic Foundations Canada (ppt, 56KB)
• Lourdes Sanz, Centro Mexicano para la Filantropía (ppt, 1.5MB)
• Clare Brooks, Community Foundation Network (ppt, 56KB)