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• Subject to governing law, LSBA will use its best efforts to protect
whistleblowers against retaliation. Complaints will be handled with sensitivity,
discretion, and confidentiality to the extent allowed by the circumstances and
the law. Generally, this means that whistleblower complaints shall only be
shared with those who have a need to know so that the LSBA can conduct an
effective investigation, determine what action to take based on the results of
any such investigation, and in appropriate cases, with law enforcement
personnel.
• LSBA employees, consultants, and volunteers may not retaliate against a
whistleblower for informing management about an activity which that person
reasonably believes to be fraudulent or dishonest with the intent or effect of
adversely affecting the terms or conditions of the whistleblower’s employment,
including but not limited to, threats of physical harm, loss of job, punitive work
assignments, or impact on salary or fees. Whistleblowers who reasonably
believe that they have been retaliated against may file a written complaint with
the Executive Director. Any complaint of retaliation will be promptly
investigated and appropriate corrective measures taken if allegations of
retaliation are substantiated. This protection from retaliation is not intended to
prohibit supervisors from taking action, including disciplinary action, in the
usual scope of their duties and based on valid performance-related factors.
• Whistleblowers must be cautious to avoid baseless allegations (as described
earlier in the definitions section of this policy).

Adopted August 23, 2008

II. FINANCIAL POLICIES

A. Access to Justice Program Endowment and Operating Funds
Unless otherwise directed, all funds received by the Louisiana Bar Foundation (LBF)
designated for the Access to Justice (ATJ) Program Fund shall be dedicated as follows:
1. The equivalent of 36.5% of funds received in a calendar year shall be available
in the ATJ Fund operating account for grants and administrative expenses;
2. The equivalent of 63.5% of funds received in a calendar year shall be deposited
into the ATJ Endowment Fund to be invested in accordance with the LBF
Investment Policy; and
3. The exception to the allocations set forth above shall be solely for the calendar
years 2005 through 2008, when 100% of the funds shall be available in the ATJ
Fund operating account for grants and administrative expenses so as to seed
certain components of the initial phases of statewide planning.

The purpose of this allocation shall be to enable the ATJ Program to make periodic
distributions to promote the administration of justice and to be of benefit to the greater
Louisiana Justice Community, including, but not limited to, monetary awards to legal
service providers. At the same time, the ATJ Program is committed to building an
endowment to secure the long-term financial health of the Louisiana Justice

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