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E-mail Assessment

Are We Practicing Safe Fundraising?

Jeff Hanna
Take this quiz to see if you're following best practices.
posted 11/10/2009

Try also: Best Practices, Charitable contributions, Endowments, Fundraising, Legal, Money

Are We Practicing Safe Fundraising?
Last Name:  First Name: 
1
Do we have written policies regarding fundraising guidelines?

2
When planning a fundraising event, do we consider the safety aspects of the event?

3
When using outside vendors, do we check their references and make sure they have adequate insurance?

4
If food is served or sold at events, do we have someone responsible for maintaining safety (proper temperatures, exposure to the elements, etc.)?

5
Do we have more than enough supervision/security planned for every fundraising event?

6
Is equipment inspected by a reputable, qualified person before being used by the public?

7
Do we check with our insurance agent to make sure the event will be covered and if specific safeguards need to be followed?

8
Do we make sure at least two people are involved in any physical labor (i.e. human auctions) to ensure their safety?

9
When we collect cash for an event, do we properly secure it using two people at all times?

10
When we tally receipts for an event, do we follow the two-person rule for counting, documenting and securing the funds?

11
Do we keep all funds from being taken home and counted by an individual?

12
Do we have a qualified, experienced tax-person who has an understanding of nonprofits and can guide us on proper rules of receiving and distributing donated funds and property?

13
Do we have a CPA or other entity that completes a church audit of our finances on a regularly scheduled basis?

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