Hiring Commercial Fundraising Consultants and Counselors on Campus

Definition:This policy governs the hiring of commercial fundraising consultants and counselors on campus. Commercial fundraising consultants and counselors should be processed as Independent Contractors and in accordance with Procurement & Support Services' policies and procedures.
Authority:State of California Attorney General Section 12599 of the Government Code, Supervision of Trustees and Fundraisers for Charitable Purposes Act
Scope:This policy applies to all academic programs, administrative units, and auxiliaries.
Responsible Division:University Advancement
Approval Date:04/15/2002
Implementation Date:04/15/2002
Originally Implemented:04/15/2002
Signature Page/PDF:View Signatures for Hiring Commercial Fundraising Consultants and Counselors on Campus Policy


Procedure

Purpose
 
The Supervision of Trustees and Fundraisers for Charitable Purposes Act 12599(b) states that a commercial fundraiser for charitable purposes shall, prior to soliciting funds in California for charitable purposes, or prior to receiving and controlling any funds or assets as a result of a solicitation in this state for charitable purposes, register with the Attorney General's Registry of Charitable Trusts on a registration form provided by the Attorney General.
 
The Supervision of Trustees and Fundraisers for Charitable Purposes Act 12599.1(c) states that a fundraising counsel for charitable purposes shall, prior to managing, advising, counseling, consulting, or preparing material for, or with respect to, the solicitation in this state of funds, assets, or property for charitable purposes, register with the Attorney General's Registry of Charitable Trusts on a registration form provided by the Attorney General.
 
Failure to verify fundraising consultant and counsel's registration with the State Attorney General increases the risk that a less than ethical fundraising agent may represent the campus.
 
Procedure
 
Prior to engaging a commercial fundraiser or fundraising counsel for charitable purposes, verification that the commercial fundraiser or fundraising counsel is registered with the State Attorney General must be confirmed by the requester. The State Attorney General's website can provide the required verification: http://justice.hdcdojnet.state.ca.us/cfr/cfr.taf. Attach this verification to a completed Independent Contractor form and submit to Procurement & Support Services. The Independent Contractor form can be downloaded from the following website: http://www.csusm.edu/fiscal_ops/frame/forms/purchasing.html.