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Resource library

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

Guidance
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Charity challenge events

10 tips for taking part in events run by challenge event companies
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Guidance
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Guidance for fundraising platforms: 5 focus areas for donor transparency

The Fundraising Regulator analysed information provided to donors across eighteen well-known platforms. This guidance represents the minimum standard of information we would expect to see for donors to be able to make an informed decision to donate.
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Guidance
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Quick guide - Telephone preference service (TPS) compliance checking

A quick guide to check telephone preference service compliance
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Guidance
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Online fundraising - advice and guidance for the public

Guidance designed to highlight the key things you need to know about online fundraising platforms whether you are setting up an appeal of your own, or donating to an existing one.
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Guidance
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The Fundraising Code: legal appendices

Legal appendices to be read with the full fundraising code.
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Guidance
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Complaints handling guidance

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 the complaints they receive.
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Guidance
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Cyber security: a small charity guide

A short guide aimed at small charities to explain how to improve cyber security.
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Guidance
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GDPR briefing: community fundraising

The Fundraising Regulator has worked with the Institute of Fundraising to produce 6 briefings on GDPR. These “bitesize” guides are designed to be as accessible and as relevant as possible for fundraisers. This briefing focuses on community fundraising, and what GDPR means for practice in this area.
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Guidance
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GDPR briefing: introduction

The Fundraising Regulator has worked with the Institute of Fundraising to produce 6 briefings on GDPR. These “bitesize” guides are designed to be as accessible and as relevant as possible for fundraisers. This briefing paper focuses on a general introduction to GDPR.
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Guidance
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GDPR briefing: fundraising

The Fundraising Regulator has worked with the Institute of Fundraising to produce 6 briefings on GDPR. These “bitesize” guides are designed to be as accessible and as relevant as possible for fundraisers. This briefing paper focuses on what GDPR means in terms of fundraising.
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Guidance
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GDPR briefing: corporate fundraising

The Fundraising Regulator has worked with the Institute of Fundraising to produce 6 briefings on GDPR. These “bitesize” guides are designed to be as accessible and as relevant as possible for fundraisers.

This briefing focuses on corporate fundraising and what GDPR means for practice in these areas.
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Guidance
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GDPR briefing: legacies

The Fundraising Regulator has worked with the Institute of Fundraising to produce 6 briefings on GDPR. These “bitesize” guides are designed to be as accessible and as relevant as possible for fundraisers.

This briefing focuses on legacy fundraising and what GDPR means for practice in these areas.
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Guidance
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GDPR briefing: charitable trust fundraising

The Fundraising Regulator has worked with the Institute of Fundraising to produce 6 briefings on GDPR. These “bitesize” guides are designed to be as accessible and as relevant as possible for fundraisers.

This briefing focuses on charitable trust fundraising and what GDPR means for practice in these areas.
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Guidance
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Safer giving advice

Advice for the public on safer giving and what to look out for.
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Guidance
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Questions to ask fundraisers

Six questions that all fundraisers should be able to answer to help you to give safely.
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Guidance
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Fundraising preference service: quick guide

A quick guide about the fundraising preference service aimed at smaller charities.
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Guidance
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Fundraising preference service guide

A guide to the fundraising preference service. The Fundraising Preference Service (FPS) is a website-based service operated by the Fundraising Regulator. It allows members of the public to end direct marketing communications from specified charities. The service has been developed to give the public greater control over the communications that they choose to receive from charities. A supporting helpline is also available to help those who cannot access the service online: 0300 3033 517.
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Guidance
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Personal information and fundraising: consent, purpose and transparency

Guidance to help fundraisers and trustees understand their legal responsibilities, reflect on their current practices and feel confident in developing an ethical direct marketing approach that takes full account of the rights and wishes of the individual.
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Guidance
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Data protection library: General Data Protection Regulation (GDPR) Guidance and information

Find out what GDPR is about.
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Guidance
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The charities (protection and social investment) Act 2016

This page provides guidance on the Charities (Protection and Social Investment) Act 2016 which came into force July 2016, with some provisions coming into force on 1st November 2016. See our Frequently Asked Questions for further information on fundraiser responsibilities in relation to the Act.
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Guidance
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New reporting requirements Charities Act 2016

This note provides guidance on the reporting requirements in the Charities (Protection and Social Investment) Act 2016 which came into force for accounting periods beginning on or
after 1st November 2016. The new reporting requirements apply to charities which are reporting from 2018.
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