Charity fundraising – What trustees must know and should do Cecile Gillard Charities Legal Manager

Charity landscape 91% no staff 81% income under £100k pa 4.2 million volunteers But – beware the perception gap!

Funding and fundraising – existing regime Core charity law and shared charity characteristics Public accountability Particular fundraising relationships Certain fundraising activities

Charity regulation/Charity Commission Priorities and focus Tougher approach and tone New powers C (P&SI) Act Other C (P&SI) Act changes

Charity Commission CC’s new expectations CC3 The Essential Trustee - general - fundraising guidance CC3 The Essential Trustee CC19 Charity Reserves: Building Resilience CC12 Managing a Charity’s Finances Coming: - Fees? - Fundraising guidance - KC Inquiry Report

‘Self-regulation’ of fundraising Why, what, when, actions? Fundraising Regulator Fundraising Preference Service Fundraising Code

Also look out for Data Protection Now 2018 new ‘opt-in’ rules CC commissioned research – public trust and confidence

Suggested Actions Read, review, adopt, update Improve culture, communications, transparency Training and development – board and key staff Keep a watching brief

Discuss……

Cecile Gillard LLB (Hons) FRSA Charities Legal Manager E-mail:  cecile.gillard@burton-sweet.co.uk Telephone: 0117 9142057 Web:      www.burton-sweet.co.uk