Donor Charter
The Robert Menzies Institute celebrates the important role of philanthropy at the Institute and is committed to outstanding levels of donor stewardship.
We will implement gifts as agreed with a donor and seek to create meaningful opportunities to nurture a donor’s lifelong relationship with the institution, while providing accurate and timely information pertaining to the investment, use and impact of their gifts. The Institute endeavours to ensure that donors have fulfilling experiences when supporting the Institute.
The Institute makes the following Commitments to Donors:
To be transparent, informative and professional
- A donor can expect to be informed of the Institute’s mission, the way the Institute intends to use the gift and the identity of key personnel involved in managing the gift.
- Individuals representing the Institute will act in a professional manner, and will inform prospective donors if they are volunteers, students or Institute staff.
- No program, agreement, trust or contract will be pursued with potential donors at the expense of the donor’s best interests and motivations.
- The Institute and its staff will actively and positively provide relevant information on the Institute, and the use of, and progress with, the gift.
To respect the privacy of donors
- Donors’ details will be treated confidentially and will not be shared with any organisation outside the Institute for their own purposes without express permission.
- Requests for anonymity will be respected, honoured and confidentially enacted.
To use gifts effectively and ethically in line with donor wishes
- The Institute is committed to ensuring that philanthropic gifts are managed in an efficient, effective and ethical manner for their intended purposes.
- Should it become impractical or impossible to carry out the expressed purpose(s), or where the Institute reasonably believes that the original expressed wishes are no longer a suitable and effective means of using the gift, the Institute will communicate with the donor or the donor’s nominated representative.
- As part of our commitment to responsible management and oversight of philanthropic gifts, the Institute’s Board has oversight of how the Institute receives, tracks and applies gifts based on the wishes expressed by donors.
To acknowledge and recognise donors and celebrate philanthropy
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- All donors will receive an official receipt, and appropriate acknowledgement, recognition and publicity.
