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

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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.

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4. Excellent fundraising for a better world
So what’s happened, and what’s
happening next…?

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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

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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

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8. Excellent fundraising for a better world
The rules around fundraising?

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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

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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

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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

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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

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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)

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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).

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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

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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

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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

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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”

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Fundraising not just for fundraisers

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Fundraising Preference Service?

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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

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Ongoing scrutiny
Charities Bill in the House of Commons
More undercover investigations?
Final report into Olive Cooke

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Faith in the future? What next?

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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

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Are you a #proudfundraiser ?

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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

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