The Giving Institute

Accordant Joins Select Philanthropy Thought Leaders

Accordant is proud to join select philanthropy thought leaders as a member of The Giving Institute. Betsy Chapin Taylor, FAHP serves as a Giving Institute board member.

About The Giving Institute*

The Giving Institute consists of member organizations that have embraced and embodied the core values of ethics, excellence and leadership in advancing philanthropy. Serving clients of every size and purpose, from local institutions to international organizations, The Giving Institute member organizations embrace the highest ethical standards and maintain a strict code of fair practices. The Giving Institute is also the parent organization of the Giving USA Foundation™, which endeavors to advance philanthropy through research and education and produces the longest-running annual report on charitable giving in the United States, Giving USA: The Annual Report on Philanthropy.

The Giving Institute’s vision is to develop extraordinary leaders in the world of philanthropy, elevating the fundraising, consulting and nonprofit services industry and enhancing the philanthropic sector.

* All information from The Giving Institute.

  • Mission

    To actively champion thought leadership that empowers generosity

  • Vision

    To develop extraordinary leaders dedicated to stimulating and amplifying generosity

  • Values Statement

    The Giving Institute is committed to:

    Community – bringing people together to create greater influence, more opportunities, deeper knowledge and lasting impact

    Excellence – holding ourselves and the community of generosity to the highest standards of ethical practices

    Diversity and Inclusion – fostering a diverse, equitable, inclusionary and generous community

About Giving USA Foundation™

Advancing the research, education and public understanding of philanthropy is the mission of Giving USA Foundation, founded in 1985 by The Giving Institute. Headquartered in Chicago, the Foundation publishes data and trends about charitable giving through its seminal publication, Giving USA, and shorter Special Reports, released periodically, providing in-depth explorations on today’s charitable giving topics. Published since 1956, Giving USA: The Annual Report on Philanthropy is the longest running, most comprehensive report on philanthropy in America. www.GivingUSA.org

Standards of Practice

A Statement of Best Practices Adopted by Giving Institute Member Firms:

  • Members pledge to respect the mission and values of each client organization, and the central importance of each of its stakeholders.Members pledge to provide only those services that will advance the mission of each client organization, which will support the values they espouse.
  • Members, and their firms, will readily share the professional credentials and experience of each of their staff professionals.
  • Member firms will always endeavor to put into place written service agreements with each of their client organizations.
  • Member firms will be transparent and fair with respect to how they bill fees and expenses.
  • Member firms will provide credible references for their previous client work and ensure ready access to those client references.
  • Members affirm their commitment to the appropriate recognition and stewardship of each gift, irrespective of its size or source.
  • Member firms counsel their clients on the value of institutional stakeholders, and their professional staff taking the lead in the solicitation of every gift.
  • Members are committed to the shared standards of Best Practice for global philanthropy and Civil Society, wherever they come to exist.

Professional Code of Ethics

Member firms, in seeking at all times to provide candid and rigorous counsel, and the highest quality of services to every client, adhere to the following ethical standards:

  • Member firms pledge to honor the confidentiality of client prospect and donor lists, their business affairs and the right to privacy enjoyed by every institution, volunteer and donor.
  • Fundraising consulting member firms charge clients based upon the professional services provided. Their fees are never based upon charitable gifts raised or a percentage of contributions.
  • Member firms disclose to clients and prospective clients any professional, personal or client relationships that might be construed as conflicts of interest.
  • Member firms seek at all times to ensure that their clients will deploy gifts for the purposes for which they were given.
  • Member firms do not guarantee fundraising results, promise access to the donors of current or previous client institutions or otherwise engage in marketing methods that are misleading to prospective clients, to the public or to individual donors.
  • Member firms do not accept or maintain custody of gifts, or of gift funds that have been contributed to client institutions.
  • Member firms do not make undisclosed payments or provide special consideration to volunteers, officers, directors, trustees, employees, beneficiaries or advisors to a not-for-profit organization as compensation for influencing the selection of the firm or its services.
  • Member firms do not make exaggerated or erroneous claims relative to the past achievements of their firms, of their staff professionals or of their client institutions.