Charity: Institute of Fundraising issues new guide on telephone fundraising

On 13 January 2019 the Institute of Fundraising (IOF) published guidance for charities and fundraising professionals titled A Good Call: using the telephone for successful fundraising. The IOF guidance aims to provide recommendations on best practice in the context of telephone fundraising, including selecting commercial partners, and data protection compliance. The guidance is set out in two parts: The first part provides recommendations on the purpose and content of conversations that fundraisers may have with existing and potential supporters.  The topics covered include eligibility for gift aid, record-keeping and legacy and event fundraising.  There is a dedicated chapter on inbound calls. The second provides information on how to plan and prepare for fundraising telephone campaigns.  This includes recommendations on strategy, delivery, including working with third parties such as telemarketing agencies, call monitoring specialists and data suppliers, and data protection compliance. The guidance contains a number of flowcharts aiming to help charities and fundraising professionals decide whether they have a legal basis for making unsolicited marketing and administration calls.  It also provides a compliance checklist, together with a table of relevant resources. Fundraising across the charitable sector in England, Wales and Northern Ireland is regulated by the Fundraising Regulator. Charities registered in Scotland only are overseen by the Office of the Scottish Charity Regulator (OSCR), and relevant fundraising activity and complaints Read Full Article…

Charity: Code of Fundraising Practice

On 7 September 2018, the Fundraising Regulator announced a Consultation on the Fundraising Code. The consultation concentrates on the style, presentation, clarity and accessibility of the code. The code together with the rulebooks for street, door-to-door and private site fundraising, outline the standards expected of all charitable fundraising organisations across the UK. The intention is to enable fundraisers to use and understand the code confidently and with ease to ensure compliance. Existing feedback indicates that the code could benefit from a thorough review to deal with the following matters: • Clarify the purpose of the code and to whom it applies • Ensure the language of the rules is clear and consistent • Define key terms used in the code to ensure there is a consistent understanding • Review the order of the code, identify gaps, and strengthen cross-referencing with relevant guidance • Avoid repetition between rules and reduce the number of sections • Emphasise more clearly the importance of general rules that apply to all fundraisers as well as those that only apply to specific forms of fundraising • Provide closer links with case studies and good practice examples • Clarify which parts of the code are applicable across the different legal jurisdictions of England, Wales, Scotland and Northern Ireland, particularly in regard to the proposed changes • Bring Read Full Article…

Charities (Protection and Social Investment) Act 2016

As reported in issue no 75, the Charities (Protection and Social Investment) Act 2016 received Royal Assent on 16 March 2016. On 31 July 2016, the statutory power of charities to make ‘social investments’ in accordance with s.15 of the Act came into force. The Charity Commission has published guidance on the subject entitled, ‘Social investment by charities – the new power introduced by the Charities (Protection and Social Investment) Act 2016: interim guidance’.

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