(1) This policy provides key principles for the management of donations and fundraising activities undertaken by the (2) This policy applies to all (3) This policy covers all (4) The Diocese may accept or reject (5) This policy does not apply to the Catholic Diocese of Maitland-Newcastle clergy fund or funds collected in parishes as part of the first collection. (6) Income received from government funding or government grants is not within the scope of this policy. (7) The Diocese will ensure fundraising activities are guided by the following principles: (8) Where a (9) Only authorised (10) A worker is authorised if they obtained endorsement to hold a fundraising event. (11) Where the fundraising event is likely to raise over $10,000, endorsement must be obtained by the Head of Agency. (12) Where the fundraising event is likely to raise less than $10,000, endorsement must be obtained by the relevant manager or school principal. (13) If the fundraising event raises more than $10,000 notice must be given to the relevant Head of Agency. (14) Endorsement to hold a fundraising event will only be granted where the fundraising event is consistent with the purpose of the Diocese, any other purpose stated in registration for an agency or a related purpose that has been approved by the Head of Agency, or manager or principal, and relevant information about the fundraising event has been provided. (15) Relevant information about a fundraising event may include: (16) In all circumstances relating to fundraising events or donations, the (17) All workers who are responsible for receiving and processing (18) An authorised worker must demonstrate that a fundraising activity is consistent with the purpose of the Diocese or any other purpose stated in registration for an agency. (19) A fundraising activity may be consistent with the purpose of the Diocese or any other purpose stated in registration for an agency if it relates to: (20) If an authorised worker is unable to demonstrate that a fundraising activity is consistent with the purpose of the Diocese or any other purpose stated in registration for an agency, it must be consistent with another related purpose such as: (21) It is acknowledge that fundraising activities that fall within this category should only be approved in limited circumstances. This ensures that fundraising for organisations or causes outside of the Diocese are limited to what is reasonable in the circumstances. It also ensures that some organisations or causes are not favoured over others. (22) It is recommended that the relevant manager, school principal or Head of Agency consults with their manager before approving a fundraising activity within this category. (23) The Diocese will take all reasonable steps to protect the privacy and security of (24) The Diocese will comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs) when it collects, holds, uses, discloses and corrects personal information. (25) The Privacy Policy can be found here: Privacy Policy (26) The Diocese recognises that the existing donors may experience a change in personal circumstances which may require them to decrease or cease regular donations. (27) The Diocese also recognises that errors by the donor, the Diocese or the financial institution involved in the donation transactions may occur from time to time. (28) Requests to review or refund donations made in error will be reviewed on a case by case basis and refunds may be issued where errors have been made or where the circumstances warrant a refund to be made. (29) Any worker found to be in breach of this policy may be subject to disciplinary action, including where a serious breach occurs, dismissal. (30) If there is inconsistency between a policy document in existence before the commencement of this policy, and a policy document developed after the commencement of this policy, the latter applies to the extent of the inconsistency. (31) This policy will be reviewed when there is a legislative change, organisational change, delegations change or at least every 3 years to ensure it continues to be current and effective.Fundraising Policy
Section 1 - Purpose
Section 2 - Scope
Section 3 - Responsibilities
Top of Page
ROLE
RESPONSIBILITIES
Bishop, CEO
♦ Setting the tone at the top, demonstrate commitment to and compliance with this policy.
Directors, Heads of Agencies, Heads of Shared Services
Section 4 - Policy Principles
Guiding Principles
Refusal to accept a donation or undertake fundraising activities
Responsbilities of Authorised Workers
Endorsement of Authorised Workers
Responsbility of Workers
Fundraising – Consistent with the Purpose if the Diocese
Fundraising – Consistent with Other Related Purposes
Donor Privacy and Confidentiality
Refunds and cancellations
Section 5 - Consequences of Breaching this Policy
Section 6 - Notations
Section 7 - Document Review
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♦ Setting the tone at Diocesan and agency level, demonstrate commitment to and compliance with this policy.
♦ Implementing this policy
Managers and Principals
♦ Ensuring that all workers at the workplace they manage are aware and familiar with this policy and that all activities at the workplace are compliant with this policy and any associated procedures and guidelines.
Workers and others
♦ Understanding and following this policy.
♦ Seek appropriate approvals and authorisation to undertake fundraising activities.