Resource library

Useful guidance, summaries of our investigations, and publications for donors and fundraisers.

Guidance

Guidance for charitable institutions working with commercial participators

Working with commercial participators can be beneficial to charitable institutions, offering opportunities to access new funding sources and increase public awareness. However, there are legal require...
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Guidance

Guidance for charitable institutions working with professional fundraisers

Working with professional fundraisers can help charitable institutions meet their fundraising goals and access external skills, knowledge and experience. However, there are legal requirements with whi...
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Guidance

Guidance for online fundraising platforms

This guidance represents the minimum standard of information we would expect donors to see to be able to make an informed decision to donate through an online fundraising platform.
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Guidance

The Charities (Protection and Social Investment) Act 2016: Fundraising reporting requirements guidance

Guidance on complying with fundraising reporting requirements for charities which produce an annual report and their trustees.
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Guidance

Tips for giving safely to charity: advice for the public

Be alert to common fraud tactics when giving in-person or online. This will give you confidence to donate to genuine causes.
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Guidance

Key questions you should ask when donating to an online fundraising appeal

Although most appeals are genuine, you should take care when donating through a platform so that you can be sure that your donations go to a legitimate cause, and that they are used for the purpose yo...
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Guidance

Setting up an online fundraising appeal: advice for the public

This guidance is designed to highlight the key things you need to know about setting up an online fundraising appeal.
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Guidance

10 steps to setting up a fundraising appeal

This guidance is designed to highlight important points to consider before setting up a fundraising appeal to ensure your fundraising is legal and ethical, and has the best chance of success.
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Guidance

Charity bags: advice for the public

This advice sets out what you need to know if you receive a charity bag and want to donate in this way. We also set out what you can do make it clear you do not wish to receive charity bags.
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Guidance

Key behaviours expected of fundraisers: guidance for fundraisers

This guidance is intended to help any person or organisation fundraising, or planning to fundraise, in the UK for a charitable cause to comply with the standards set out in the Code of Fundraising Pra...
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Guidance

Key behaviours you should expect from fundraisers: advice for the public

The following information is designed to help you understand the fundraising standards you can expect when you are asked to donate.
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Guidance

Charity bags: guidance for fundraisers

This guidance is intended to support charities and the companies they work with to understand the legal requirements and regulatory standards expected of them when distributing and collecting charity ...
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Guidance

Complaints handling guidance for charities and third-party fundraising organisations

Guidance to help fundraising organisations when dealing with complaints about fundraising, setting out how the Fundraising Regulator defines a complaint and how organisations are expected to handle th...
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Guidance

Charity challenge events

10 tips for taking part in events run by challenge event companies
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Guidance

Telephone Preference Service (TPS) compliance checking: quick guide for fundraisers

Numbers listed on the Telephone Preference Service (TPS) register must not be called without consent. This quick guide is designed to help fundraising organisations understand when they need to check ...
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Guidance

GDPR briefing: Community fundraising (3)

The Fundraising Regulator and Chartered Institute of Fundraising (CIoF) produced six data protection briefings in February 2018 in advance of the General Data Protection Regulation (GDPR) becoming eff...
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Guidance

GDPR briefing: Introduction (1)

The Fundraising Regulator and Chartered Institute of Fundraising (CIoF) produced six data protection briefings in February 2018 in advance of the General Data Protection Regulation (GDPR) becoming eff...
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Guidance

GDPR briefing: Fundraising (2)

The Fundraising Regulator and Chartered Institute of Fundraising (CIoF) produced six data protection briefings in February 2018 in advance of the General Data Protection Regulation (GDPR) becoming eff...
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Guidance

GDPR briefing: Corporate fundraising (4)

The Fundraising Regulator and Chartered Institute of Fundraising (CIoF) produced six data protection briefings in February 2018 in advance of the General Data Protection Regulation (GDPR) becoming eff...
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Guidance

GDPR briefing: Legacies (5)

The Fundraising Regulator and Chartered Institute of Fundraising (CIoF) produced six data protection briefings in February 2018 in advance of the General Data Protection Regulation (GDPR) becoming eff...
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Guidance

GDPR briefing: Charitable trust fundraising (6)

The Fundraising Regulator and Chartered Institute of Fundraising (CIoF) produced six data protection briefings in February 2018 in advance of the General Data Protection Regulation (GDPR) becoming eff...
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