workshop 8- how can charities rebuild trust in fundraising? / gweithdy 8- sut y gall elusennau...

Excellent fundraising for a better world

Rebuilding public trust and confidence in fundraising

Ceri EdwardsDirector of Policy & CommunicationsInstitute of Fundraising


Institute of FundraisingThe Institute of Fundraising is the professional membership body for UK fundraising.

Our mission is to support fundraisers, through leadership, representation, standards-setting and education, and we champion and promote fundraising as a career choice.

The Institute of Fundraising is the largest individual representative body in the voluntary sector with over 5,500 individual members from across 2,500 charities and 400 organisational members.


So what’s happened, and what’s happening next…?


Trust and confidence

Crisis, what crisis?

Trust in charities now at lowest for eight years

Just 53% of people now trust charities ‘quite a lot’ or ‘a great deal’, down 3% on last year and down 13% since 2013

Nearly a third of people (29%) say they have “not much” trust in charities

One in ten trust them “very little”

No variation depending on age


Compared to…?The Armed Forces continue to be the UK’s most trusted institution on 77%, with the NHS (70%) and schools (62%) making up the top three.

Trust in the Royal Family, the police and schools continues to rise steadily, while the BBC’s levels continue to be volatile Armed Forces remain top with 77%, while the NHS (70%) and schools (62%) make up the top three

Political parties are once again bottom, while insurance companies, multinationals and the government join them in the bottom four


The rules around fundraising?


Changes to the Code of Practice…FRSB Interim InvestigationJune 2015

• Fundraising Standards Board released an ‘interim report’ into their findings from the complaints they had received following the death of Olive Cooke

• Made a number of recommendations for consideration on changes to the Code of Fundraising Practice


Changes to the Code of Practice…IoF Standards Committee responds to FRSB adjudicationJune 2015

• Made a number of changes to the Code of Practice:- Changed OUGHT requirements to MUST- Strengthened compliance with the Code regardless of jurisdiction- Introduced new requirements on capacity and vulnerability

• Announced a review of the Code and set up four task groups:- Data- Frequency and pressure- Managing preferences- Telephone fundraising


Changes to the Code of Practice…Appointment of independent chair of Standards Committee Decision made in June 2015Appointment made in September 2015

• Suzanne McCarthy was appointed as the first Independent Chair of Standards Committee

• She will soon be joined by three other independent lay members


Changes to the Code of Practice…IoF task groups carry out comprehensive review of CodeSummer 2015

• Each looked at the full range of issues raised by the FRSB interim report and anything additional

• Each ensured it fully considered the needs of vulnerable people in recommendations

• Had involvement and input from over 200 volunteers

• Sought views from IoF Individual and Organisational members, as well as Corporate supporters

• Submitted full report to Standards Committee in September 2015


Changes to the Code of Practice…IoF Standards Committee announce future changes to the Code in response to Task Group review, including:

• Every address fundraising communication will now be requirement to carry a clear message explaining how donors can easily stop receiving future communications

• Minimum font sizes will be introduced for opt-in and opt-out statements on all printed communication (including newspaper adverts)

• Charities will be banned from selling their data for commercial gain

• Charities will only be able to share data with other charities if an individual provides express permission and opts-in to doing so

• Requirements introduced to prevent approaches which are unreasonably persistent, cause undue pressure and result in undue intrusions on privacy (to mirror incoming legislative requirements)


Changes to the Code of Practice…IoF introduces changes to the Code:

• 2nd November: All IoF members emailed on new Code Changes

• http://www.institute-of-fundraising.org.uk/code-of-fundraising-practice/code-changes/

• Still currently working on implementing the final changes (need to get the wording right, legal sign off, and agree transition periods).

http://www.institute-of-fundraising.org.uk/code-of-fundraising-practice/code-changes/




And…the whole system of fundraising self-regulation has been reviewed

• Sir Stuart Etherington asked by Rob Wilson MP, the Minister for Civil Society, to review fundraising self-regulation

• SCVO review in Scotland

• Public Administration Select Committee: inquiry into fundraising

• New Charity Commission guidance for trustees to be introduced


And…the whole system of fundraising self-regulation has been reviewedSir Stuart Etherington review of fundraising self-regulationCommenced in July 2015

• Issues considered: the roles and functions of the bodies involved• Evidence taken from stakeholders and voluntary sector organisations

IoF view:

• Consulted members on priorities for future• Calling for a new effective regulator, with stronger sanctions, and

‘universal’ application, while fundraising expertise must be at the heart of fundraising self-regulation


Recommendations for the futureSir Stuart Etherington review of fundraising self-regulationReported in September 2015

• Abolition FRSB – not fit for purpose• Independent Fundraising Regulator (£2 million; 20 FTE)• Universal application, paid for by levy, stronger sanctions• Closer link to Charity Commission, OSCR, NICC• Code to Fundraising Regulator• Fundraising Practice Committee and Complaints Committee to be

established• IoF and PFRA merge

• Fundraising Preference Service• Move to Opt-in


Review of fundraising self-regulation in ScotlandSCVO review in Scotland

• Trustees to take responsibility; need sufficient view of the public; current self-regulatory system is confusing; opt-in membership of regulator problematic

• Nod to the possibility of a Scottish fundraising regulator being set up

“Scottish based charities overall favour a fully devolved Scottish system whereas cross border charities see UK set up as fine”


Fundraising not just for fundraisers


Fundraising Preference Service?


And…what’s happening next?• Minister has appointed Lord Grade as founding chair

• “Summit” on 4 December

• Up and running within 6 months

• Code transfer within 18 months

• CC20 review; IoF/NCVO/ACEVO guidance alongside

• Information Commissioner’s Office to produce guidance on consent

• Working Group on FPS/Opt-in


Ongoing scrutiny

Charities Bill in the House of Commons

More undercover investigations?

Final report into Olive Cooke


Faith in the future? What next?


What does this all mean for the Institute?• Passing Code to the new Fundraising Regulator when they have

sufficient fundraising expertise at governance and staffing level

• Merger with PFRA to deliver a single membership organisation, with a strong compliance function across more fundraising techniques

• Stronger voice on behalf of the fundraising community to the wider sector, politicians and the media

• Continued work on fundraising standards to feed into the Fundraising Regulator


Are you a #proudfundraiser ?


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workshop 8- how can charities rebuild trust in fundraising? / gweithdy 8- sut y gall elusennau...

Government & Nonprofit