Code of Ethical Conduct

Our Commitment

It is a privilege to serve our client organizations, their leaders and teams.  We honor this code of ethical conduct in our words, deeds and spirit.

1. Serve clients with integrity, honesty, competence, independence, objectivity, and professionalism, helping them to build their philanthropic expertise and capacity.
2. Only accept assignments that we have the necessary experience and competence to perform effectively.
3. Charge fees that are reasonable and commensurate with the services to be delivered.
4. Establish a mutual understanding with clients about the objectives, scope of work, and work plan as well as realistic expectations about the results of the services to be rendered before accepting any assignment. If changes in the scope of work arise during the course of the assignment, negotiate adjustments in good faith.
5. Treat all client information that is not public knowledge with confidentiality, take reasonable steps to prevent its access by unauthorized parties, and refrain from taking advantage of proprietary or privileged information without the client’s permission.
6. Avoid conflicts of interest or the appearance thereof and immediately disclose to clients any circumstances that may influence judgment or objectivity.
7. Consider carefully any offers to serve on a client’s board, providing regular “sunshine law” review in order to protect both client and consultant from any appearance of impropriety.
8. Offer to withdraw from a consulting assignment when it appears that objectivity or integrity may be impaired.
9. Refrain from inviting an employee of an active or inactive client to consider alternative employment without prior discussion with the client.