Best Practice

The Information Commissioner’s Office has published new guidance explaining how an organisation can use legitimate interest as the basis for processing data. The new guidance is part of the regulator’s wider GDPR. Legitimate interest is one of six bases, and applies when you need to use some data in order for your business to function.  It can be used in some circumstances to justify fundraising when an organisation does not have opt-in consent. The ICO says it is likely to apply as the basis for direct marketing, and gives an example of when it might be used by a fundraiser.

Trading and VAT are areas that can potentially cause confusion for fundraisers. The Institute of Fundraising (IoF) recommends that organisations always seek professional advice on these matters. But here for more information check out their Trading and VAT pages.

This paper makes a contribution to understanding the distribution of philanthropic support, alongside whether and how it can be altered in favour of causes that are perceived to be less popular.

The Fundraising Regulator’s Board have agreed changes to Section 17 on Static Collections in the Code of Fundraising Practice, in response to  concerns raised by fundraisers: Data Protection; Volunteers; Agency/Company Collectors and Organisation Responsibilities. Check out on the Fundraising Regulators Website

Workplace Giving Campaign Best Practices and Potential Pitfalls to Avoid:  Employees should be encouraged to give through education and motivation. At the same time, reassure them that it is okay not to give. Here is some good advice and food for thought from across the Pond.

On the Street and Door to Door: The Rule Book (link) (for face-to-face fundraisers set out the standards expected of fundraisers seeking direct debit donations on the street and door-to-door.  These rule books apply to fundraisers working in local areas, and operational staff who provide back office support for fundraising practices.

Private Site: Face-to-face (F2F) fundraising is the solicitation of a regular gift to charity, usually by direct debit or standing order. The purpose of this Rule Book (link) is to set out the standards expected of face-to-face fundraisers operating on Private Sites.  The rules in the Private Sites Rule Book are binding on face-to-face fundraisers operating on Private Sites.

Museums and galleries, and other organisations, rely on philanthropic donations, the National Audit Office reviewed the systems and policies relevant to donations across museums and galleries.  The report summarises the legal, financial, reputational and dependency risks associated with income from donations, and the relevant regulation and outlines elements of best practice.

The Fundraising Preference Service is now live access via or via phone on 0300 3033 517. A comprehensive list of FAQs for both the sector and the public can be found on the website. Also check out the Information Pack which has been put together to help the most vulnerable members of the public manage their communications, a must read for charities working with these groups.  Small Charities: The service applies to all charities but it is less  likely to impact upon the relationships that small charities have with their donors, especially if they do little or no fundraising. Read why Small charities have noting to fear.

Amendments to the Code of Fundraising Practice:  Summary of Responses and Code Changes; Summary of Public Research; Timescales for implementation of Code Changes and Copy of the Consultation on the Code of Fundraising Practice February 2017.

The Code of Fundraising Practicelogo Fundraising Regulator and its associated Rulebooks for Street and Door Fundraising outline the standards expected of all charitable fundraising organisations across the UK.

logo icoBetween 2015 and 2017, the ICO carried out an investigation into practices in charity fundraising and some charities’ compliance with the laws that protect privacy and prevent nuisance phone calls. This resulted in us fining 13 charities for breaking the law when handling donors’ personal information.  Here are 3 points you need to consider when dealing with donors data.  These points cover: (1) Ranking donors based on wealth (2) Finding out information about a donor that they didn’t provide (3) Sharing your data with other charities, no matter what the cause and with no record.

logo Fundraising Regulator

The Fundraising Regulator is funded by a voluntary levy, collected from charities in England and Wales that spend £100,000 or more each year on fundraising.  The levy is based on the ‘spend on generating voluntary income’ data submitted as part of the annual return to the Charity Commission made by charities each year.

The Fundraising Preference Service (FPS) is a new website-based service launching on the 6th July 2017.  Your donors, by entering their details on the Fundraising Preference Service website, they can choose to stop email, telephone calls, addressed post and/or text messages directed to them personally from a selected charity or charities.

Guide: On 25 May 2018 the new General Data Protection Regulation (GDPR) will come into effect in the UK. This will replace the current Data Protection Act and introduce new and different requirements for all sectors and organisations. Charities, alongside any private sector organisations, businesses, or public bodies, will have to follow these legal requirements when processing individuals’ personal data. So, what’s going to be different about the new rules that are coming in?logo Bircham Dyson What are the key changes you need to be aware of? How will it impact on how and when you can contact your supporters? Should you go ‘opt in’ or can you rely on ‘opt out’ mechanisms? And what are the practical things that you can be doing right now to get ready