Fundraising Policy

This fundraising and funds application policy describes how MetaIntegral Foundation, Inc. conducts its fundraising efforts. It also explains the details of how these funds are used by the organization in its various programs and functions. MetaIntegral Foundation, Inc. is a California nonprofit public benefit corporation and is a public charity exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code.  Contributions made to the organization are tax deductible to the fullest extent of the law. 

 

FUNDRAISING POLICY

The Board of Directors of MetaIntegral Foundation, Inc. recognizes that the organization engages in fundraising and solicitation activity from time to time. In order to comply with federal, state and local laws, as well as applicable ethical norms regarding fundraising activity, the Board has established this fundraising policy.

  1. OVERSIGHT – All fundraising activity for MetaIntegral Foundation, Inc. is supervised, coordinated and directed by the Development Director. The Board Fundraising Committee shall annually review all fundraising activity by MetaIntegral Foundation, Inc.
  1. USE OF FUNDRAISING PROFESSIONALS - Third parties not directly affiliated with the organization must have written permission from the Chief Executive Officer prior to any solicitation on behalf of MetaIntegral Foundation, Inc. Third party fundraisers engaged by MetaIntegral Foundation, Inc. must be registered with appropriate state and local authorities, and their representation of the organization must be evidenced by a written agreement approved by MetaIntegral Foundation, Inc..
  1. TRUTH AND ACCURACY
  1. All solicitation and fundraising materials and other communications to donors and the public shall clearly identify the MetaIntegral Foundation, Inc. and be accurate and truthful.
  1.  The Development Director shall review fundraising or solicitation materials prior to publication for:

                  a. material omissions or exaggerations of fact, use of misleading photographs, or any other communication which would tend to create a false impression or misunderstanding; and

                  b.  any statements or content that would tend to create unrealistic donor expectations of what the donor's gift may actually accomplish.

  1. DONOR ACKNOWLEDGMENT - MetaIntegral Foundation, Inc. shall provide all donors with specific acknowledgments of charitable contributions, where applicable, in accordance with legal requirements for proper donor substantiation and the organization's disclosure.

E.  SUPERVISION AND TRAINING

  1. Funds shall be solicited in a respectful manner and without pressure. 
  2. MetaIntegral Foundation, Inc. shall provide appropriate training and supervision of the people soliciting funds on its behalf, whether employees or third party representatives, including training to attempt to avoid use of techniques that are coercive, intimidating or intended to harass potential donors.
  3. MetaIntegral Foundation, Inc. shall attempt to avoid accepting a gift from or entering into a contract with a prospective donor which would knowingly place a hardship on the donor, or place the donor's future well-being in jeopardy.
  1. COMPENSATION – MetaIntegral Foundation, Inc. shall pay fundraisers no more than reasonable compensation for their services.
  1. DONOR PRIVACY POLICY - MetaIntegral Foundation, Inc. respects the privacy of donors.
    1. MetaIntegral Foundation, Inc. shall not sell or otherwise make available the names and contact information of its donors, except where disclosure is required by law.
      1. MetaIntegral Foundation, Inc. shall provide a clear, prominent and easily accessible privacy policy on its website.

H.  COMPLIANCE WITH LAW – In addition to any other requirements of this policy, all fundraising activities for MetaIntegral Foundation, Inc. shall be conducted in accordance with applicable law.

 

FUNDS APPLICATION POLICY

  1. GENERAL

MetaIntegral Foundation, Inc. is a philanthropic and research organization devoted to integral thought and action. Its specific purpose is to further education in and application of Integral Theory and related integrative principles. All donations solicited on behalf of the organization shall be used to further this mission.

  1.  NEED FOR POLICY

This policy is enacted in order to ensure that MetaIntegral Foundation, Inc. has the flexibility to build the capacities to fulfill its long-term goals and objectives.  

  1. DEFINITIVE STATEMENT OF POLICY

The policy terms and conditions stated herein supplement and supersede any statements made elsewhere on this website. In cases where this policy may seem to conflict with statements made elsewhere, this policy is the definitive statement of the current policy of MetaIntegral Foundation, Inc.

  1. DISCRETIONARY USE OF FUNDS

Through the MetaIntegral Foundation website we allow our donors to select those programs and initiatives that matter most to them. We will use this information to allocate resources among our programs, funds, and endowments but we reserve the right to use these funds at our discretion depending on the relative needs and expenses of our organization. MetaIntegral Foundation, Inc. reserves the right to move all funds received between programs and classifications as required to meet the needs of the organization.  This is especially critical during our start-up and capacity-building stages. Over the long-term we expect to be able to match fund allocations to donor selections. 

  1. INTEGRAL PLANET ENDOWMENT / INTEGRAL ACADEMIC FUND
    1. MetaIntegral Foundation, Inc. will balance the need to fund important integral projects in the short term with the need to build principal in a permanent endowment that can support integral projects over the long term. To this end, we have set as a goal over the next three years to offer grants in the amount of $250,000 per year to worthy integral projects. These amounts will be funded from the principal of the Integral Planet Endowment (IPE) to the extent the income generated from the IPE falls short of that amount. Donations and revenue above those amounts will be invested as principal in a permanent endowment. At the end of that three-year period the Board of MetaIntegral Foundation, Inc. will review this policy and determine the proper ratio of the IPE fund to be used in funding current-year projects versus the amount to be used to build the principal base of the IPE.
    2. Integral Academic Fund (IAF): Ten per cent (10%) of the Integral Planet Endowment will be dedicated to fund academic programs. Fifty per cent (50%) of donations directed to the IAF and related academic programs through our website will go towards funding current year grants, with the remainder to be added to the principal balance of the IAF.  
  1. ONLINE FUNDRAISING CAMPAIGNS

The funds received in response to all online fundraising campaigns are subject to the terms of this policy.  

  1. REVIEW OF POLICY

The Board of Directors of MetaIntegral Foundation, Inc. in conjunction with the Development Director will review this policy, at least, annually, and revise it as they deem necessary.