Donation Guidelines

A gift to Southlake Health Foundation is an investment in health care for our communities. As an investor, we are committed to working with you to align your intended impact with Southlake’s funding priorities to create a partnership that is meaningful to you.

Whether you are considering a personal gift or a multi-year pledge, a gift of securities, a bequest through your will, or gifts of insurance, among other options, we are here to provide you with the support and guidance you need. Businesses, corporations, foundations and community organizations may choose to be involved in any number of ways, including through their own philanthropic support, sponsorship of our signature events, or by hosting a community event.

As a supporter, you can expect regular and transparent updates on how your gift is being put to work, so that you can understand the impact you are having on Southlake’s staff and patients. We are committed to accountability through reporting back to you on the importance of your partnership.

The Donor Bill of Rights

Philanthropy is based on voluntary action for the common good. It is a tradition of giving and sharing that is primary to the quality of life. To ensure that philanthropy merits the respect and trust of the general public, and that donors and prospective donors can have full confidence in the nonprofit organizations and causes they are asked to support, we declare that all donors have these rights:

  • To be informed of the organization’s mission, of the way the organization intends to use donated resources, and of its capacity to use donations effectively for their intended purposes.
  • To be informed of the identity of those serving on the organization’s governing board, and to expect the board to exercise prudent judgment in its stewardship responsibilities.
  • To have access to the organization’s most recent financial statements.
  • To be assured their gifts will be used for the purposes for which they were given.
  • To receive appropriate acknowledgement and recognition.
  • To be assured that information about their donation is handled with respect and with confidentiality to the extent provided by law.
  • To expect that all relationships with individuals representing organizations of interest to the donor will be professional in nature.
  • To be informed whether those seeking donations are volunteers, employees of the organization or hired solicitors.
  • To have the opportunity for their names to be deleted from mailing lists that an organization may intend to share.
  • To feel free to ask questions when making a donation and to receive prompt, truthful and forthright answers.

© 2015, Association of Fundraising Professionals (AFP), all rights reserved. Reproduced with permission from the Association of Fundraising Professionals.

Southlake Foundation Fundraising Policy

All fundraising activities carried out by the Foundation are conducted in an ethical manner, consistent with our mission, vision, values and strategic objectives, and in accordance with all legal and regulatory bodies and professional certification requirements. The Foundation will abide by the Canadian Marketing Association Code of Ethics and Standards of Practice, the Certified Fund Raising Executive (CFRE) standards, the Association of Fundraising Professionals (AFP) Code of Ethical Principals and Standards and the AHP Statement of Professional Standards and Conduct.

Imagine Canada Accreditation

We believe that transparency and accountability are essential to our success. With this in mind, we are proud to have received accreditation under Imagine Canada’s National Standards Program.

The Standards Program is a Canada-wide set of shared standards for charities and nonprofits designed to strengthen practices in five fundamental areas: board governance; financial accountability and transparency; fundraising; staff management; and volunteer involvement. This is important because you, our supporters, are entitled to transparency and the greatest impact possible for your investment in us.

*As of May 25, 2015

Southlake Foundation’s Gift Allocation Policy

As part of our commitment to be equitable and transparent, it is important that all Southlake donors be aware of our Gift Allocation Policy for restricted donations.

Fifteen percent of any restricted donation made to the Foundation is used to fund approved Foundation expenses necessary to raise millions of dollars annually for our hospital and to help support the purchase of prioritized Hospital needs which are not met through restricted giving. The Southlake Foundation Board of Directors establishes and monitors the allocation amount as part of the annual budgeting process.

as of 2019