Fundraising is often a vital part of a charity’s interaction with the public. A key challenge for Trustees is not only to oversee financially successful fundraising, but fundraising that is carried out legally and in a way that reflects and upholds the values of the charitable organisation.
The benefit of getting this balance right is obviously the confidence and trust that this builds within the charity’s supporters. In order to assist Trustees with the responsibility of ‘doing things properly’, the Charity Commission issued a booklet on 7th June 2016 called Charity fundraising: a guide to trustee duties (CC20).
This excellent document is aimed at Trustees and staff of all charities in England and Wales, registered and unregistered. (Separate guidelines exist in Scotland and Northern Ireland.) The guide aims to clarify the duties of Trustees when overseeing charity fundraising activities. The Charity Commission considers these to be the key fundraising principles:
- Plan effectively
- Supervise your fundraisers
- Protect your charity’s reputation, money and other assets
- Follow fundraising laws and regulation
- Follow recognised standards for fundraising
- Be open and accountable
To read the whole document click here
A useful at-a-glance graphic is also available here
For more information about the responsibilities of being a Trustee, please contact Dafferns’ Corporate & Charity Reporting Partner, Geoffrey Cox: [email protected]
Geoffrey’s client portfolio includes a wide range of SMEs and owner-managed businesses as well as charities and not-for-profit organisations.
Third Sector Strategy Group 
Charity reporting 
Virtual Accounts Dept 
Corporate tax 