Donor Stewardship

A Commitment To Our Donors

The Canadian Shaare Zedek Hospital Foundation has established donor recognition and stewardship programs that encourage donor participation and a sense of belonging – important components of building meaningful and lasting relationships with our donor community. Establishing and nurturing these relationships is a sophisticated process that involves thoughtful attention to a donor’s interests.
Our Stewardship Policy has been written to ensure that those who contribute financially to The Canadian Shaare Zedek Hospital Foundation receive appropriate attention and prompt communication.

There are four areas within the Policy and you are encouraged to read through each and contact us if you have any questions or comments.

Donor Rights

All contributors to The Canadian Shaare Zedek Hospital Foundation, which are not themselves registered charities, are entitled to receive an official receipt for income tax purposes for the amount of eligible contributions made in cash or for the fair market value of the property contributed. The governing board may establish a minimum amount for the automatic issuance of official receipts, in which case smaller contributions will be receipted only upon request.

All fundraising solicitations by or on behalf of our Foundation will disclose our full legal name and the purposes for which funds are requested.
Printed solicitations (however transmitted) will also include our address or other contact information.

Contributors and prospective contributors are entitled to receive the following information, promptly upon request:

  • Our most recent annual report and audited financial statements as approved by the governing board and membership
  • Our charitable registration number (BN) as assigned by Canada Customs and Revenue Agency (#: 10686 6718 RR0001)
  • Any information contained in the public portion of our most recent Charity Information Return (Form T3010)
  • A list of the names of the members of the governing board
  • A copy of this Donation Stewardship Policy

Contributors and prospective contributors are entitled to know, upon request, whether an individual soliciting funds on our behalf is a volunteer, an employee or a fundraising consultant.

The privacy of contributors will be respected, including their right to remain anonymous, unless information must be released by law. Contributors have the right to receive a copy of their own contribution record, and to challenge its accuracy.

The contributor or prospective contributor list will not be exchanged, rented or otherwise shared with other organizations.
Contributors and prospective contributors will be treated with respect. Every effort will be made to honour their request to:

  • Limit the frequency of solicitations
  • Not be solicited by telephone or other electronic technology
  • Receive printed material concerning our specific fundraising appeals

The Foundation will respond promptly to a complaint by a contributor or prospective contributor about any matter that is addressed in this Policy. A designated staff member or volunteer will attempt to satisfy the complainant’s concerns in the first instance. A complainant who remains dissatisfied will be informed that he/she may appeal in writing to our governing board or its designate, and will be advised in writing of the disposition of the appeal.

Fundraising Practices

Our fundraising solicitations will truthfully describe our projects or programs for which the contributions will be used; and respect the dignity and privacy of those who benefit from our activities in pursuit of our objectives.

Volunteers, employees and hired fundraisers who solicit or receive funds on our behalf shall:

  • Act with fairness, integrity and in accordance with all applicable laws
  • Adhere to the provisions of the applicable professional codes of ethics, standards of practice, etc.
  • Cease solicitation of a prospective contributor who identifies the solicitation as harassment or undue pressure
  • Disclose immediately to the Foundation any actual or apparent conflict of interest
  • Not accept contributions for projects or programs that have not been approved by our Board of Directors

If an external fundraiser is retained, access to our master contributor list will be limited and will be kept under strict control.

The governing board will be informed at least annually of the number, type and disposition of complaints received from contributors or prospective contributors about matters that are addressed in this policy.

Our donors will be kept fully informed with comprehensive and current information about our Foundation.

Contributors will be encouraged to seek independent professional advice before making a significant gift to ensure that the proposed contribution will not adversely affect the contributor’s financial position, or his or her relationship with family members.

Financial Accountability And Organizational Integrity

The governing board shall be comprised of responsible individuals:

  • The majority of whom are Canadian residents
  • Who are not employees of the Foundation, or otherwise receive compensation from the foundation, except as authorized by law

The governing board shall:

  • Hold at least two full-agenda meetings each year
  • Create policy for the foundation
  • Maintain effective control over the Foundation
  • Establish a proper financial reporting system which permits the production of annual operating statements and a balance sheet, showing reasonable detailed information that is factual and accurate in all material respects; identifies government grants and contributions separately from other contributions; and is prepared in accordance with generally accepted accounting principles established by the Canadian Institute of Chartered Accountants
  • Ensure that the Foundation at all times operates within the limits of, and in accordance with, the objects in its governing documents
  • Take seriously its responsibility to be conversant with and comply with federal, provincial and municipal laws and regulations
  • Ensure that the Foundation is open and accurate in all its dealings
  • Not permit any officer, member of the governing board, or staff member of the Foundation to receive royalties for the use of any property of such person that is used for fundraising or promotional purposes by the Foundation
  • Not permit the payment of fees for service that is based on a percentage of funds raised or is based on another form of paying commissions
  • Ensure that the Foundation appropriately serves the interests of each contributor or potential contributor and representatives of the Foundation make it clear that the concern of the Foundation when addressing a contributor or potential contributor is to nurture responsible stewardship on the part of the contributor
  • Avoid questionable motives or programs that are not factual, or negate the contributor’s sound judgment
  • Require responsible stewardship on the part of our representatives through effective training and cost controls
  • Ensure that the Foundation, or its representative, does not by any means, either directly or indirectly, induce a contributor or other constituent to transfer to it a benefit from any other foundation or purpose
  • Ensure that all government prescribed returns such as the Registered Charity Information Return (T3010) and voluntarily produced reports will be prepared factually, accurately and on a timely basis
  • Ensure that sufficient funds will be spent on administration and fundraising (where appropriate) to assure effective and efficient management of our resources
  • Ensure that the Foundation meets or exceeds its disbursement requirements imposed by section 149.1 of the Income Tax Act, Canada
  • Review the cost-effectiveness of our programs and report thereon in our annual report

Commitment Of The Board Of Directors

The Board of Directors at The Canadian Shaare Zedek Hospital Foundation has adopted this Policy. In so doing, the governing board commits itself to being the responsible custodian of contributions received to support Shaare Zedek Medical Center in Jerusalem and pursue the Foundation’s objectives, to exercise due care concerning the governance of fundraising and financial reporting and to ensure, to the best of its ability, that the Foundation adheres to the provisions of the Policy. It is hereby confirmed that each member of the governing board and staff has received a copy of the Policy and that a copy will also be provided to each person who is subsequently elected to the governing board or appointed to the staff.

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