Policy briefings and updates

Our policy team works to deliver a strong representative voice on behalf of individual and organisational members that influences and effects change for the fundraising profession wherever it is needed.   

We work in consultation with our members to develop policy positions on a wide range of issues, which in the recent past have included the Government’s Giving White Paper, Gift Aid, the proposed abolition of cheques and mobile text donations. 

Through the development of our policies, we seek to influence government and other key stakeholders and to seek sector-wide support for our policy positions.

One Year On: Changes to charity fundraising

Since the summer of 2015 there has been a huge amount of activity at every level to respond to the issues and to address examples of poor fundraising practice highlighted. There is certainly more to do, but we believe that the last year has seen the charity fundraising sector set itself firmly on the right course to rebuild public trust. Download our overview of the past year below:

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Below are some of our policy updates, most recent first: 

2017

FEBRUARY

briefing - WHY DO CHARITIES use supporters' data to help them fundraise?

27/02/2017 Download the briefing on why charities use supporters' data here.

2016

NOVEMBER 

Small Charitable Donations Bill - Commons Second Reading Briefing 

21/11/2016 Download the Small Charitable Donations Bill

AUGUST

MPs Briefing - Charity Fundraising Autumn 2016

13/09/2016 The IoF released its Autumn 2016 briefing for parliamentarians, which you can find here 

JULY

iof, ncvo, cfg and scc submit response to hmrc consultation on gift aid small donations scheme

01/07/2016 Institute of Fundraising, Charity Finance Group, National Council for Voluntary Organisations and Small Charities Coalition have submitted a joint response to the government's consultation on the Gift Aid Small Donations Scheme (GASDS). Our full response can be downloaded here

JUNE

scvo working group publishes recommendations on fundraising regulation in scotland

30/06/2016 Throughout this year an SCVO Working Group has been consulting the third sector and public in Scotland over three potential regulatory models to be adopted by the sector. They have now published their final recommendations which we have summarised here and responded to here

MAY

iOf AND OTHERS SUBMIT RESPONSE TO GIFT AID DONOR BENEFITS CONSULTATION

13/05/2016 Institute of Fundraising, Charity Finance Group, National Council for Voluntary Organisations and Small Charities Coalition have submitted a joint response to the government's consultation into simplifying Gift Aid Donor Benefit rules.

MARCH

IOF RESPONDS TO FPS DISCUSSION PAPER

31/03/2016 The paper, published by the FPS Working Group chaired by George Kidd, provides ‘top line thinking’ and a number of propositions on how a Fundraising Preference Service could work. Our response sets out our views on the propositions put forward, indicating where we support the Working Group’s approach, but also emphasising changes needed and concerns over a ‘total reset’. Please find our response here.

IOF submits views on future of fundraising regulation in scotland

31/03/2016 As you may be aware, the Scottish Fundraising Working Group, established by SCVO in December 2015, have been consulting on three potential options for a new charity fundraising regulatory system in Scotland. IoF have responded to this consultation after seeking views from members. Our full response can be downloaded here.

IOF AND OTHERS RESPOND TO HMRC CALL FOR EVIDENCE ON GASDS

03/03/2016 IoF, CFG, NCVO and others have responded to an HMRC call for evidence to seek views about the use and effectiveness of the existing Gift Aid Small Donations Scheme. We have proposed a number of recommendations which we hope will make the Scheme easier for charities to use and more simple for them to make claims - resulting in many more charities, particularly smaller organisations, being able to receive much-needed extra funds. You can read our full response here.

FEBRUARY

IOF RESPONDS TO CHARITY COMMISSION CONSULTATION ON DRAFT CC20 GUIDANCE

11/02/2016 IoF has responded to the Charity Commission's consultation on the draft CC20 guidance. The full response, supported by the PFRA, can be downloaded here

IOF AND SMALL CHARITIES COALITION HOST FORUM ON fundraising regulation

04/02/2016 IoF and Small Charities Coalition jointly hosted a forum on future regulatory changes on fundraising regulation where we launched the results of a survey of smaller charities. The forum was attended by representatives from around 80 organisations, and was also addressed by Stephen Dunmore, the CEO of the new Fundraising Regulator, and George Kidd, Chair of the Fundraising Preference Service working group. We have produced a note of the issues and questions raised by delegates on the day.

2015

December

IOF AND SMALL CHARITIES COALITION SEEK VIEWS FROM SMALLER CHARITIES ON FUNDRAISING REFORMS

17/12/2015 Following the announcement of our joint initiative with the Small Charities Coalition, we have launched an online survey seeking views on the recommendations from the review of fundraising self-regulation which will remain open until 15 January 2016.

IOF, CFG AND NCVO LAUNCH SURVEY ON GIFT AID SMALL DONATIONS SCHEME (GASDS)

10/12/2015 IoF, Charity Finance Group and NCVO are working together to find out how the scheme is currently working for the charity sector to both help the gathering exercise and inform our responses to the  call for evidence. This  survey will stay open until 31st January 2016.
 

CHANGES TO THE CODE OF FUNDRAISING PRACTICE

10/12/2015 Following our recent work to review the Code of Fundraising Practice, we have introduced two new requirements into the Code. The new standards being brought in today are part of a package of changes that were announced in September, many of which were implemented into the Code in November. We have also published the answers to some frequently asked questions. 

THE FUTURE OF FUNDRAISING REGULATION AND THE IOF CODE OF FUNDRAISING PRACTICE

05/12/2015 Watch the webinar below featuring IoF Chief Executive, Peter Lewis and Head of Policy and Research, Daniel Fluskey, as they discuss the sector events of the last year, what has happened and what will happen next. This video has been secured and provided by WorkCast 

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WorkCast logo 2015  

November 

Changes to the Code of Fundraising Practice

02/11/2015 As part of our ongoing work to review the Code of Fundraising Practice, we have today made a number of additions and amendments to the Code. This follows our announcement last month on decisions taken on appropriate fundraising standards in response to the FRSB’s recommendations and following a review of our Code over the summer. This document sets out the changes that have been made to the Code, the exact wording being introduced, and explains the intention behind the changes.  

October

IOF AND OTHERS SUBMIT SPENDING REVIEW POLICY PROPOSALS

29/10/2015 IoF, CFG and others have submitted five key policy recommendations to the Chancellor ahead of the upcoming spending review. You can read the letter here

 

HMRC PUBLISHES NEW MODEL GIFT AID DECLARATION

23/10/2015 This week HMRC published a new, shorter model Gift Aid Declaration. The new declaration will apply to all donations so it’s really important to make sure that if you want to claim Gift Aid on donations in the future that the declarations you use are up to date. You can read more about what has changed here.

 

IoF response to the ICO evidence at the PACAC

21/10/2015 The IoF issued a response to the Information Commissioner Christopher Graham’s evidence given to the Public Administration and Constitutional Affairs Select Committee. Read the full response here.

 

Update on charity fundraising self-regulation

15/10/2015 The Minister for Civil Society, Rob Wilson MP, and Sir Stuart Etherington co-hosted a meeting to discuss the implementation of the recommendations of the Review of Charity Fundraising Self-regulation. Read the full article here

 

IoF responds to hm treasury call for evidence on simplifying gift aid donor benefit rules

09/10/2015 The response proposes a number of principles and ideas which we believe could provide simplification, as well as work best for charities and donors in the future. Read IoF's response here

 

IOF, CFG, NCVO AND OTHERS SEEK CLARIFICATION FROM GOVERNMENT ON DEVOLUTION OF BUSINESS RATES

06/10/2015 IoF, along with a number of other organisations, has written to the Chancellor of the Exchequer asking for clarification that the mandatory element of charitable business rates relief will not be altered as a result of the recent proposals regarding the devolution of business rates. Read the letter here.

 

September

IoF welcomes reviews of fundraising self-regulation

23/09/2015 Responding to both Sir Stuart Etherington's Review of Fundraising Self-Regulation and SCVO’s review on the effectiveness of self-regulation of fundraising in Scotland, Peter Lewis, chief executive of the IoF said the following: Read the IoF's response here

 

Fundraising Code to be strengthened to protect vulnerable people and put the donor in control

21/09/2015 The Institute of Fundraising (IoF) has today announced a number of measures to strengthen the Code of Fundraising Practice in response to the FRSB Interim Report and as part of ongoing efforts to protect vulnerable donors and restore public trust in fundraising. Find out more

 

Future of fundraising letter to Sunday times

06/09/2015 In an open letter to the Sunday Times chief executives of some of the UK’s most well known charities write that the generosity of the public. Read the letter here

 

August

Change to Code on calling TPS registered numbers

18/08/2015 Following recent correspondence with the Information Commissioner’s Office the IoF's Code of Fundraising Practice has been amended in relation to calling TPS-registered numbers. Read the article here

 

Telephone fundraising summit looks for practice clarity

03/08/2015 The debate identified common issues, with data consent options, warm donor relationships, and contact frequency high on the list. Positive practical outcomes saw the ICO commit to using the summit’s feedback in its forthcoming review of its Direct Marketing guidance; and the IoF will meet with the ICO to feed into that guidance review as well as to inform its own task-group looking into Telephone Fundraising as part of its review of the Code. Read the full article here

 

July

IoF respond to Prime Minister statement of fundraising and protecting vulnerable people

11/07/2015 Peter Lewis, CEO of the Institute of Fundraising, welcomes the approach of the Prime Minister. Read more

 

IoF respond to articles in the Daily Mail

08/07/2015 The Institute of Fundraising has issued a response to the recent articles in the Daily Mail. Read our response

 

June

IoF introduces new rule on 'no COLD calling stickers'

24/06/2015 The Institute of Fundraising has today decided to introduce a new rule into its Code of Fundraising Practice which makes it clear that door to door fundraisers must not knock on doors with a ‘no cold calling’ sticker. Read more

 

IoF, CFG, CTG AND NCVO HAVE JOINTLY RESPONDED TO GOVERNMENT CALL FOR EVIDENCE ON REVIEW OF BUSINESS RATES

12/06/2015 The response proposes that the funding for reliefs be met by central government, and the extension of mandatory rate relief to 100% for all charities, replacing the current provision for 20% discretionary rate relief. It recommends that the introduction of these changes should be tapered over five years. Read it here

 

April 

IoF AND CFG CALL ON THE NEXT GOVERNMENT TO WORK WITH CHARITIES TO IMPROVE THE TAKE-UP OF GIFT AID

29/04/2015 A joint letter from IoF and CFG has been sent to representatives of the Conservative, Labour, Liberal Democrat, Green and UK Independence parties asking them to commit to ensuring that no steps are taken that would reduce the amount of eligible Gift Aid claims. Read it here

 

March

IoF HIGHLIGHTS WHAT SHOULD BE PRIORITY AREAS FOR BUDGET ANNOUNCEMENT

04/03/2015 IoF has written with a number of other organisations to George Osborne, Chancellor of the Exchequer, in advance of his upcoming 2015 Budget statement to highlight the most pressing issues for the charity sector. Read it here

 

IoF RESPONDS TO DCMS CALL FOR EVIDENCE ON SOCIETY LOTTERIES

04/03/2015 IoF has responded to a Department for Culture, Media and Sport (DCMS) Call for Evidence on society lotteries. Read it here

 

IoF SUBMITS RESPONSE TO DCLG DISCUSSION PAPER ON BUSINESS RATES AVOIDANCE

01/03/2015 IoF, along with Charity Finance Group, Charity Retail Association and NCVO, has submitted a joint response to a Department for Communities and Local Government (DCLG) discussion paper on business rates avoidance. Read it here

 

February

EUROPEAN COMMISSION ANSWERS QUESTIONS ON IMPACT OF DATA PROTECTION REGULATION ON FUNDRAISING

04/02/2015 Last year we wrote to all UK MEPs to highlight our concerns on the potential impact of new EU Data Protection regulations on fundraising. Following this, Parliamentary Questions were submitted to the Commission around ensuring that an appropriate balance is struck with the rules, and seeking clarification on the Commission’s intentions around the questions of consent and profiling. Read it here

 

2014

December

IoF INTRODUCES NEW RULES AND GUIDANCE ON FUNDRAISING WITH PEOPLE IN VULNERABLE CIRCUMSTANCES

01/12/2014 The IoF has changed its Code of Fundraising Practice to introduce a new standard for those fundraising with people in vulnerable circumstances. New guidance explaining the Code change has also been launched and is designed to help fundraisers ensure that everyone has the support that they need to make an informed decision on their donation.

November

IoF WRITES TO MEPs ON EU DATA PROTECTION PROPOSALS

07/11/2014 The IoF has sent a briefing to all UK MEPs, along with a covering letter, to highlight the proposals we believe would have the most impact on fundraising and how we would like to see them changed. Read it here

 

IoF ASKS FOR REVIEW OF THE GIFT AID SMALL DONATIONS SCHEME OF SOCIETY LOTTERIES

04/11/2014 The IoF, together with NCVO and Charity Finance Group have called on the Government to bring forward the review of the Gift Aid Small Donations Scheme. You can read our briefing here.

October

IoF Highlights what should be priority areas for autumn statement

17/10/2014 IoF has written with a number of other organisations to the Financial Secretary to the Treasury in advance of the Autumn Statement to highlight priority areas for the charity sector. Read the joint letter

 

IoF CALLS FOR DEREGULATION OF SOCIETY LOTTERIES

15/10/2014 IoF, the Lotteries Council and the Hospice Lottery Association have responded to a Culture, Media and Sport (CMS) Select Committee inquiry into society lotteries announced earlier this year. Read it here

 

IoF LAUNCHES A PRACTICAL GUIDE TO SELECTING AND USING ONLINE GIVING PLATFORMS

09/10/2014 IoF, with Charity Finance Group and Crowe Clark Whitehill, has launched a new guide to help charities choose online giving platforms. Download the guide here

September

IoF ONE NATION LABOUR THIRD SECTOR CONSULTATION RESPONSE

12/09/2014 IoF has today responded to the One Nation Labour consulation on the third sector. Read it here

August

IoF MEMBER BRIEFING ON EU DATA PROTECTION PROPOSALS

20/08/2014 Our briefing to members on the propsals for a new EU egulation on Data Protection 

 July

DCMS LAUNCHES INQUIRY INTO SOCIETY LOTTERIES

25/07/2014 A select committee will look into the role of society lotteries and potential relaxation of regulation in the area. Read it here

 

IoF LAUNCHES ITS FUNDRAISING MANIFESTO

09/07/2014 IoF has today called on all political parties to create the best environment for fundraising. Download our manifesto here

 April

IoF RESPONDS TO HM TREASURY CONSULTATION ON CHEQUE IMAGING

04/04/2014 The Insitute of Fundraising have responded to the HM Treasury consultation on the introdcution of cheque imaging, allowing charities to deposit cheques electronically following the reversal of the decision to close the central cheque clearing system. Read it here

January

IOF RAISES CONCERNS OVER EU CONSULTATION ON TEXT DONATIONS

29/01/2014 The Institute of Fundraising has today raised concerns over the potential impact of recommendations from the European Central Bank (ECB) for the security of mobile payments.

 

2013

December

IOF RESPONSE TO PHONEPAYPLUS CONSULTATION

12/12/2013 The Institute of Fundraising has submitted its response to the PhonepayPlus consultation on use of the SKIP and STOP commands for charitable text donations. Read it here

 

WRITTEN EVIDENCE SUBMITTED TO PASC ON CEO PAY

03/12/2013 The Institute of Fundraising has submitted written evidence to the Public Administration Select Committee on charity chief executive pay. Read it here

 

IOF RESPONDS TO CHARITY SORP CONSULTATION

04/11/13 The IoF has submitted its response to the Charity SORP consultation on proposed changes to the Statement of Recommended Practice. Read it here

September

GIFT AID AND DIGITAL GIVING CONSULTATION SUBMISSION

20/09/13 Today the IoF submitted its response to the Government consultation on Gift Aid and Digital Giving. Read it here

 

IOF RESPONDS TO GOVERNMENT STATEMENT ON PAYROLL GIVING

13/09/2013 The Institute of Fundraising has today responded positively to Government action to encourage charitable donations using Payroll Giving. Read it here

 

IOF RESPONDS TO SOCIAL INVESTMENT TAX RELIEF CONSULTATION

06/09/2013 The IoF have submitted a response to the Government consultation on Social Investment Tax Relief, detailing concerns regarding restrictions on activities and organisations that can potentially benefit from the proposals as well as the proposed rate or relief in comparison to Gift Aid rates. Read it here

August

IOF SUPPORTS CALL FOR CLARITY ON LOBBYING BILL

23/08/2013 The Transparency of Lobbying, Non-Party Campaigning and Trade Union Administration Bill requires further work and clarity so that fundraising organisations are able to properly understand the implications of the proposals. Read it here

June

IMPACT COALITION URGES CHARITIES TO INCREASE TRANSPARENCY IN NEW PUBLICATION

24/06/2013 The ImpACT Coalition, a movement seeking to improve transparency and accountability in the UK charity sector, has published 'Through a glass darkly: the case for accelerating the drive for accountability, clarity and transparency in the charity sector'. Read it here

 

INSTITUTE OF FUNDRAISING SUPPORTS PASC RECOMMENDATIONS ON REGULATION OF FUNDRAISING

06/06/2013 The Institute of Fundraising (IoF) today welcomed the report from the Public Administration Select Committee, supporting the recommendations of the Committee on self-regulation of fundraising. Read it here

May

HMRC PUBLISH GUIDANCE ON NEW CHARITY RETAIL GIFT AID RULES

14/05/2013 HMRC have published long awaited guidance on the new rules for claiming Gift Aid on the sale of goods in charity shops. Read it here

 

THE INSTITUTE PUBLISHES FIRST EVER SURVEY ON POSSIBLE IMPACTS OF SCOTTISH INDEPENDENCE ON FUNDRAISING

08/05/2013 In the first ever survey asking charities in Scotland what they think the potential impact of Scottish independence on fundraising in Scotland might be, respondents were far easier able to identify disadvantages (74%) than advantages (56%). Read it here

 April  

WELSH BUSINESS RATE RELIEF FOR CHARITIES CONSULTATION

25/04/2013 The Welsh Government launches a consultation on proposed reductions to business rate relief for charities in Wales. Read it here

 

BUSINESS RATE RELIEF REDUCTION IN WALES CONSULTATION LAUNCHED

25/04/2013 The Welsh Government launches a consultation on proposed reductions to business rate relief for charities in Wales. Read it here

 

URGENT CALL AHEAD OF GIFT AID DEADLINE

22/04/2013 Charities are being urged to prepare for the new system for claiming Gift Aid that goes live from today. Read it here

 

Payroll Giving needs transformational change to succeed

19/04/2013 The Institute of Fundraising (IoF) says that long-term, transformational change and commitment to Payroll Giving reform is essential, and has called on the Government to look beyond the scope of the HM Treasury consultation. Read it here

 

GIFT AID SMALL DONATIONS SCHEME - THE BASICS SUMMARY

The Institute of Fundraising has produced a two-page summary of HMRC's detailed guidance for the Gift Aid Small Donations Scheme. Read it here

 

IMPACT OF EU DATA PROTECTION PLANS ON DIRECT MAIL FUNDRAISING

04/04/2013 In a letter to EU Vice President and EU Digital Agenda Commissioner Neelie Kroes and UK MEPs the Institute of Fundraising (IoF) says the proposed Regulation on EU Data Protection Regulation could have a major detrimental impact on charities that use direct mail to fundraise unless the consent definition is changed. Read it here

 

FIRST IMAGES OF HMRC'S CHARITY FILING ONLINE

09/04/2013 With only weeks until Online Filing for charities goes live, HMRC have issued a first look at how Charities Online will work. Take a look here

 

HMRC PUBLISH GIFT AID SMALL DONATIONS SCHEME GUIDANCE

04/04/2013 HMRC have published detailed guidance for charities and Community Amateur Sports Clubs on how to use the new Gift Aid Small Donations Scheme. Read it here

March

2013 BUDGET

20/03/2013 Chancellor George Osborne delivered the latest Budget statement to the House of Commons on Wednesday 20 March 2013. Read it here

 

GOVERNMENT REFORMS FOR SOCIETY LOTTERIES

19/03/2013 Government plans to consult on proposals to increase the minimum percentage that society lotteries must contribute to good causes. Read more here

 

MANAGING IN A DOWNTURN 2012

15/03/2013 The latest in this annual series of reports was today published by PwC, Charity Finance Group and the Institute of Fundraising. Download Managing in a Downturn 2012 and other related reports here

 

GIFT AID ONLINE FILING: CHARITIES ONLINE - NEW GUIDANCE FROM HMRC

15/03/2013 Today HMRC released more detailed guidance on the new online filing system for Gift Aid - Charities Online - due to launch in April 2013. Read it here