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AFP Congress 2009. Ethical Decision-Making vs. Situational Ethics Dianne Lister, LL.B., CFRE Vice President External Relations + Advancement Trent University. Workshop Agenda. Welcome - Your Interests and Concerns Today’s Climate and Pressure Points 3. Case Studies CDO vs. CEO/Board
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AFP Congress 2009 Ethical Decision-Making vs. Situational Ethics Dianne Lister, LL.B., CFRE Vice President External Relations + Advancement Trent University
Workshop Agenda • Welcome - Your Interests and Concerns • Today’s Climate and Pressure Points 3. Case Studies • CDO vs. CEO/Board • Unrealistic goals and Undue influence • Donor Relations/Appearance of impropriety • Honest broker tensions 4. Q &A and Wrap
Today’s Climate • Off-loading of services from government to NFP sector • Societal needs growing • Insufficient resources/core funding • Increased competition for private $$ • New and innovative social enterprises • Fiduciary and ethical responsibilities
The Three “S’s” Scandal ►Scrutiny + Scepticism • Public trust issues • Self-regulation vs. government regulation • Investigative reporting • Heightened accountability • Need for transparency • Multiple stakeholders
What’s different now? • Complex relations with partners; outside our competency? • Unprecedented revenue generation expectations; fewer resources • Personal stress levels up • “feel handcuffed, unfocussed and worried”
The risk of situational ethics “Once integrity goes the rest is a piece of cake” J.R. Ewing (Larry Hagman) From 1978 CBS hit series, Dallas
Case Studies # 1 CDO vs. CEO/Board
Case Studies # 2 Unrealistic goals and undue influence
Case Studies # 3 Donor Relations and the Appearance of Impropriety
The Appearance of Impropriety Definitions of Impropriety: immodesty, indecency, rudeness, incongruity, vulgarity, impudence, unseemliness, incorrectness, erroneous or unsuitable expression or act
Case Studies # 4 # 4 Honest Broker Tensions
How to Practice Ethical Decision-Making • Meditation, relaxation, exercise • Take your pulse; ask others about your leadership choices • Professional coaching; mentor others • Listen to the voice and the guts • Case studies in safe places • Use AFP/other codes + resources as training materials for PD workshops
How to Practice Ethical Decision-Making • Adopt Donor Bill of Rights/IC Code at Board level and train on a regular basis • Remember ► uphold public trust and protect your personal and institutional reputations
Wrap and Questions Thank you! Dianne Lister diannelister@trentu.ca 705-748-1011