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Excellent fundraising for a better world
Rebuilding public trust and
confidence in fundraising
Ceri Edwards
Director of Policy & Communications
Institute of Fundraising
Excellent fundraising for a better world
Institute of Fundraising
The 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.
Excellent fundraising for a better world
Excellent fundraising for a better world
So what’s happened, and what’s
happening next…?
Excellent fundraising for a better world
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
Excellent fundraising for a better world
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
Excellent fundraising for a better world
Excellent fundraising for a better world
The rules around fundraising?
Excellent fundraising for a better world
Changes to the Code of Practice…
FRSB Interim Investigation
June 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
Excellent fundraising for a better world
Changes to the Code of Practice…
IoF Standards Committee responds to FRSB adjudication
June 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
Excellent fundraising for a better world
Changes to the Code of Practice…
Appointment of independent chair of Standards Committee
Decision made in June 2015
Appointment 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
Excellent fundraising for a better world
Changes to the Code of Practice…
IoF task groups carry out comprehensive review of Code
Summer 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
Excellent fundraising for a better world
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)
Excellent fundraising for a better world
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).
Excellent fundraising for a better world
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
Excellent fundraising for a better world
And…the whole system of fundraising
self-regulation has been reviewed
Sir Stuart Etherington review of fundraising self-regulation
Commenced 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
Excellent fundraising for a better world
Excellent fundraising for a better world
Recommendations for the future
Sir Stuart Etherington review of fundraising self-regulation
Reported 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
Excellent fundraising for a better world
Review of fundraising self-regulation
in Scotland
SCVO 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”
Excellent fundraising for a better world
Fundraising not just for fundraisers
Excellent fundraising for a better world
Fundraising Preference Service?
Excellent fundraising for a better world
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
Excellent fundraising for a better world
Ongoing scrutiny
Charities Bill in the House of Commons
More undercover investigations?
Final report into Olive Cooke
Excellent fundraising for a better world
Faith in the future? What next?
Excellent fundraising for a better world
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
Excellent fundraising for a better world
Are you a #proudfundraiser ?
Excellent fundraising for a better world
Keep up to date
• Check our news section
http://www.institute-of-fundraising.org.uk/about-us/news/
Questions?
Email us at
policy@institute-of-fundraising.org.uk
Excellent fundraising for a better world

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Workshop 8- How can charities rebuild trust in fundraising? / Gweithdy 8- Sut y gall elusennau ailfeithrin ffydd mewn codi arian i’w hachosion da?

  • 1. Excellent fundraising for a better world Rebuilding public trust and confidence in fundraising Ceri Edwards Director of Policy & Communications Institute of Fundraising
  • 2. Excellent fundraising for a better world Institute of Fundraising The 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.
  • 3. Excellent fundraising for a better world
  • 4. Excellent fundraising for a better world So what’s happened, and what’s happening next…?
  • 5. Excellent fundraising for a better world 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
  • 6. Excellent fundraising for a better world 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
  • 7. Excellent fundraising for a better world
  • 8. Excellent fundraising for a better world The rules around fundraising?
  • 9. Excellent fundraising for a better world Changes to the Code of Practice… FRSB Interim Investigation June 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
  • 10. Excellent fundraising for a better world Changes to the Code of Practice… IoF Standards Committee responds to FRSB adjudication June 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
  • 11. Excellent fundraising for a better world Changes to the Code of Practice… Appointment of independent chair of Standards Committee Decision made in June 2015 Appointment 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
  • 12. Excellent fundraising for a better world Changes to the Code of Practice… IoF task groups carry out comprehensive review of Code Summer 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
  • 13. Excellent fundraising for a better world 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)
  • 14. Excellent fundraising for a better world 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).
  • 15. Excellent fundraising for a better world 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
  • 16. Excellent fundraising for a better world And…the whole system of fundraising self-regulation has been reviewed Sir Stuart Etherington review of fundraising self-regulation Commenced 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
  • 17. Excellent fundraising for a better world
  • 18. Excellent fundraising for a better world Recommendations for the future Sir Stuart Etherington review of fundraising self-regulation Reported 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
  • 19. Excellent fundraising for a better world Review of fundraising self-regulation in Scotland SCVO 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”
  • 20. Excellent fundraising for a better world Fundraising not just for fundraisers
  • 21. Excellent fundraising for a better world Fundraising Preference Service?
  • 22. Excellent fundraising for a better world 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
  • 23. Excellent fundraising for a better world Ongoing scrutiny Charities Bill in the House of Commons More undercover investigations? Final report into Olive Cooke
  • 24. Excellent fundraising for a better world Faith in the future? What next?
  • 25. Excellent fundraising for a better world 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
  • 26. Excellent fundraising for a better world Are you a #proudfundraiser ?
  • 27. Excellent fundraising for a better world Keep up to date • Check our news section http://www.institute-of-fundraising.org.uk/about-us/news/ Questions? Email us at policy@institute-of-fundraising.org.uk
  • 28. Excellent fundraising for a better world