A Practical Approach to Fundraising Ethics Webcast Recording


A single misunderstanding of donor intent, negative family interaction, or defect in a gift agreement can open up your institution to intense negative publicity, decreased giving rates, and possible legal liability. Considering these realities and the recent increased emphasis on ethics by fundraising certification organizations, now is the time to ensure your internal policies and external interactions are executed with the most robust levels of professionalism.

Using complex case studies, this polling-intensive archived webcast will ask you to consider difficult decisions, any of which may impact your future work in positive or negative ways.

Additional Resources

In addition to the insights drawn from our interactive scenarios, included with your purchase is a document containing best-practice sample policy language to integrate into your shop processes. You will also receive a list of follow-up discussion questions to keep the conversation alive at your institution.

Who Should Attend

All stakeholders responsible for soliciting gifts – major gift officers, annual fund leadership giving officers, academic leaders, board members, and volunteers – will leave with new insights for approaching tough ethical dilemmas.

Learning Outcome

After participating in this webcast, you will be able to make better ethical choices through the application of practice-based case studies to your work.


  • Understanding the backdrop
    • External standards
    • Recommended internal policy language
  • Avoiding ethical misconduct at five key points
    • Conflicts of interest
    • Donor manipulation
      • Donor to gift officer
      • Gift officer to donor
    • Donor gift control
    • Information confidentiality and privacy
    • Use of donated funds
  • When things go wrong
    • Reporting up the ladder internally
    • Approaching donors


Kathy Drucquer Duff, Founder, KDD Philanthropy

Kathy is an executive advancement officer with over twenty-three years of experience helping nonprofits and institutions transform the way they practice philanthropy. Kathy provides this prowess from her years of experience in higher education, where she created fundraising plans that have secured gifts of up to nine figures. The “grow your own” fundraiser model that Kathy developed is built on a structured talent management program that maximizes existing resources, inspires loyalty, and generates fundraising results. This approach has led to comprehensive programs in donor pipeline development, talent acquisition, new-hire onboarding, individualized retention, and in-house professional development.

Kathy’s experience includes serving as the Associate Vice Chancellor of University Development at University of California San Diego, the Vice President of Philanthropy for the Sharp HealthCare Foundation, and the Associate Vice President of University Relations and Development for San Diego State University. Kathy is a sought-after consultant and speaker for industry associations including CASE and ADRP, and speaks on a variety of fundraising trainings with Academic Impressions.