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Ethics and Sponsorship - Policy Template

Ethical Sponsorship Policy Template

4.1 Introduction

The template below comprises an amalgamation of some of the best bits of other people's policies currently in the public domain, along with some recommended clauses from ECRA. Italics in square brackets contain words which we would expect charities to want to amend to reflect their particular circumstances. Please feel free to copy for use.

4.2 The template

[Name] Ethical Sponsorship Policy

[Date]

1. INFORMATION

Name of Organisation
Address of Organisation
Website and email
Contact for sponsorship issues

Aims of Charity:

[Mission/values/vision statement (if different)]

2. COMMITMENT TO ADDRESS ETHICAL ISSUES

We actively seek opportunities to work together with external organisations to achieve shared objectives. However it is vital that we maintain our independence and do not allow external partnerships to bring the name of [NAME] into disrepute.

[NAME] therefore seeks, so far as is practical and within the constraints of UK law;

  • initiatives that do not compromise the independent status of [NAME]
  • to ensure that the activities of organisations we work with are consistent with our organisational values

This policy has been devised to ensure clarity and openness to all our stakeholders. It is designed to address sponsorship [and cause related marketing. For policy on donations, donor rights and gifts in kind see [insert where applicable]. We welcome comments, criticism and suggestions as to how these goals can be met.

3. AVOIDANCE CRITERIA

Partnerships with companies involved in any of the following activities will be avoided:

  • [tobacco manufacture
  • nuclear weapons systems manufacture
  • companies generating more than 10% of revenue from the sale of pornography
  • other]

[4. CAUSE RELATED MARKETING, AFFINITY MARKETING AND PRODUCT ENDORSEMENTS

  • [Name] does not endorse or approve products or companies, and a statement to this effect will be included alongside any branding or promotion associated with products.
  • [Name] will not promote any products unless published research has shown direct benefit to our beneficiaries
  • Only [Name] and its subsidiaries will have direct access to our databases.]

[5. ENGAGEMENT

[Name] believes that benefits to both partners can be enhanced if the charity partner has an input into policy issues at the commercial organisation. To this end, for substantial partnerships of more than 12 months duration, [name] will seek to establish a formal process for consultation.]

6. PROCESS

[Name] will not accept more than [five per cent] of total income per annum from one corporate partner, nor more than [20 per cent] of total income per annum from commercial organisations, so as not to compromise our integrity. This does not include money raised via employee and customer fundraising as part of any corporate partnership arrangements.

All cause related marketing and sponsorship with a value of more than [£5,000] must be approved by the [Senior Management Team] and the [Board of Trustees].

[Potential funders will be screened through EIRIS/Corporate Critic Database/Other to provide an independent assessment of funders before a decision is made]

Contracts with partners must permit [Name] to withdraw from any partnership where new developments mean that areas of this ethical sponsorship policy become breached.

7. TRANSPARENCY

A full list of corporate sponsors giving over [£5,000] will be maintained on our website.

[Name] will communicate its commitment to this policy to the organisation's stakeholders. [A copy of this policy will be displayed on our website within 3 months of its adoption.]

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