The Charity Commission’s new Fundraising Guidance for Trustees (CC20) was published earlier this week. This latest version comes after a period of consultation and amidst much speculation and criticism. There are concerns amongst the sector that the new guidance has come too soon as it will need to be amended again once the code of practice passes from the Institute of Fundraising to the new Fundraising regulator but for now, here are the 6 key principles of taking responsibility for your charities fundraising, trustees need to be aware of:

1.Planning effectively

This is about you and your co-trustees agreeing or setting, and then monitoring, your charity’s overall approach to fundraising. Your fundraising plan should also take account of risks, your charity’s values and its relationship with donors and the wider public, as well as its income needs and expectations. See section 4.

2.Supervising your fundraisers

This is about you and your co-trustees having systems in place to oversee the fundraising which others carry out for your charity, so that you can be satisfied that it is, and remains, in your charity’s best interests. It means delegating responsibly so that your charity’s in-house and volunteer fundraisers, and any connected companies, know what is expected of them. If you employ a commercial partner to raise funds for your charity, the arrangement must be in the charity’s best interests and comply with any specific legal rules and standards that apply. See section 5.

3.Protecting your charity’s reputation, money and other assets

This means ensuring that there is strong management of your charity’s assets and resources so that you can meet your legal trustee duty to act in your charity’s best interests and protect it from undue risk. It includes ensuring that there is adequate consideration of the impact of your charity’s fundraising on its donors, supporters and the public, making sure that your charity receives all the money to which it is entitled, and taking steps to reduce risk of loss or fraud. See section 6.

4.Identifying and ensuring compliance with the laws or regulations that apply specifically to your charity’s fundraising

The legal rules that apply to various types of fundraising can be detailed and complex. They cover compliance in important areas such as with data protection law, licensing, and working with commercial partners. There are new rules in the Charities (Protection and Social Investment) Act 2016 which affect some charities that fundraise. You should make sure that your charity has access to sufficient information and appropriate advice to ensure that its fundraising complies with all relevant legal rules. See section 7.

5.Identifying and following any recognised standards that apply to your charity’s fundraising

These are in the Code of Fundraising Practice. The Code outlines both the legal rules that apply to fundraising and the standards designed to ensure that fundraising is open, honest and respectful. If your charity is a member of IOF or subscribes to the Fundraising Regulator you must comply with the standards in the Code as a condition of your membership. The commission expects all charities that fundraise to fully comply with the Code. See section 8

6.Being open and accountable

This includes complying with any relevant statutory accounting and reporting requirements on fundraising and using reporting to demonstrate that your charity is well run and effective. In your fundraising communications it is about being able to effectively explain your fundraising work to members of the public and your charity’s donors and supporters. See section 9

The full publication can be found here along with a useful checklist for trustees