Index

Using the code

• Introduction
• The code, the law and other codes of practice and standards
• What the code covers
• Applying the code
• Principles-based rules
• Lists of examples
• Explanatory text
• Links to laws and guidance
• Commitment to the code
• What happens if a fundraiser breaks the code?
• How the code is updated

Standards: All fundraising

• 1.
  Behaviour when fundraising
  • 1.1
    General behaviour
  • 1.2
    Informing donors and treating people fairly
• 2.
  Responsibilities of those who govern charitable institutions
  • 2.1
    General duties
  • 2.2
    Accepting, refusing and returning donations
  • 2.3
    Complaints and concerns about fundraising
  • 2.4
    Paying fundraisers
  • 2.5
    Solicitation statements for paid employees, officers and trustees of charitable institutions and connected companies
  • 2.6
    Using funds
• 3.
  Processing donations
  • 3.1
    Cash
  • 3.2
    Tills
  • 3.3
    Floats
  • 3.4
    Cheques, charity cheques and vouchers
  • 3.5
    Card and online transactions

Standards: Working with others

• 4.
  Volunteers
  • 4.1
    Standards that apply to all volunteers
  • 4.2
    Specific considerations when working with on‑behalf-of volunteers
• 5.
  Fundraising involving children and people in vulnerable circumstances
  • 5.1
    Responsibilities when involving children in fundraising
  • 5.2
    Safeguarding and working with people in vulnerable circumstances
• 6.
  Fundraising partnerships
  • 6.1
    Due diligence
  • 6.2
    Contracts and agreements
  • 6.3
    Monitoring that fundraisers are keeping to the code
  • 6.4
    Solicitation statements for professional fundraisers and commercial participators

Standards: Specific fundraising methods

• 7.
  Public fundraising
  • 7.1
    Behaviour when collecting money or other property
  • 7.2
    Street and private-site collections
  • 7.3
    Door-to-door fundraising
  • 7.4
    Licences, permission and identifying fundraisers
  • 7.5
    Convenience giving and unstaffed collections
• 8.
  Fundraising communications and advertising
  • 8.1
    General standards
  • 8.2
    Information that must be included in fundraising communications and online content
  • 8.3
    Fundraising calls
  • 8.4
    Opting out of communications and consent
• 9.
  Online fundraising platforms
  • 9.1
    Responsibilities of online fundraising platforms
• 10.
  Events
  • 10.1
    Planning the event
  • 10.2
    Promoting an event
  • 10.3
    Recruiting participants and collecting the funds raised
• 11.
  Prize competitions and free draws
  • 11.1
    General requirements
  • 11.2
    The draw
• 12.
  Grant-making bodies (including trusts and foundations)
  • 12.1
    Grant applications and monitoring
• 13.
  Payroll Giving and post-tax salary donations
  • 13.1
    Payroll Giving and post-tax salary donations
• 14.
  Legacies
  • 14.1
    General responsibilities
  • 14.2
    Communicating in person
  • 14.3
    Involving charitable institutions in making a will

Glossary