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Giving Institute

Shared Intelligence

For the Greater Good


Smith Beers Yunker & Company strictly adheres to the high ideals, competency and integrity requirements set forth by membership in The Giving Institute: Shared intelligence. For the greater good.


Members of The Giving Institute offer a wide range of services and are governed by the organization’s rigorous Standard of Professional Conduct.


Smith Beers Yunker & Company proudly shares The Giving Institute’s commitment to philanthropy, and the men and women who voluntarily commit their time and resources in the service of philanthropic organizations.


Professional Code of Ethics


Member firms, in seeking at all times to provide candid and rigorous counsel, and the highest quality of services to every client, adhere to the following ethical standards:

  • Member firms pledge to honor the confidentiality of client prospect and donor lists, their business affairs, and the right to privacy enjoyed by every institution, volunteer and donor.
  • Member firms charge clients based upon the professional services provided. Their fees are never based upon charitable gifts raised or a percentage of contributions.
  • Member firms disclose to clients and prospective clients any professional, personal, or client relationships that might be construed as conflicts of interest.
  • Member firms seek at all times to ensure that their clients will deploy gifts for the purposes for which they were given.
  • Member firms do not accept or maintain custody of gifts, or of gift funds that have been contributed to client institutions.

  • Member firms do not guarantee fundraising results, promise access to the donors of current or previous client institutions, or otherwise engage in marketing methods that are misleading to prospective clients, to the public or to individual donors.
  • Member firms do not make undisclosed payments or provide special consideration to volunteers, officers, directors, trustees, employees, beneficiaries or advisors to a non-for-profit organization as compensation for influencing the selection of the firm or its services.
  • Member firms do not make exaggerated or erroneous claims relative to the past achievements of their firms, or their staff professionals, or of their client institutions.