The way charitable institutions and third-party fundraisers ask for support affects people’s trust and confidence in fundraising. 

This section sets out the behaviour we expect from all fundraisers. It includes treating people fairly and with respect, explaining your cause in a way which does not mislead people, and being sensitive to people who may be in vulnerable circumstances.

• 1. Behaviour when fundraising
  • 1.1. General behaviour
  • 1.2. Asking for support
  • 1.3. Informing donors and treating people fairly
• 2. Responsibilities of charitable institutions and those who govern them
  • 2.1. General duties
  • 2.2. Risk assessment
  • 2.3. Accepting, refusing and returning donations
  • 2.4. Complaints and concerns about fundraising
  • 2.5. Paying fundraisers
  • 2.6. Solicitation statements for paid employees, officers and trustees of charitable institutions and connected companies
  • 2.7. Using funds
  • 2.8. Accounting and reporting
• 3. Processing personal data (information)
  • 3.1. General requirements for personal data
  • 3.2. Storing and maintaining personal data
  • 3.3. Sharing and selling personal data
  • 3.4. Case studies
  • 3.5. Direct marketing
  • 3.6. Requests from people to access their personal data
• 4. Processing donations
  • 4.1. Cash
  • 4.2. Tills
  • 4.3. Floats
  • 4.4. Receipts
  • 4.5. Cheques
  • 4.6. Charity cheques and vouchers
  • 4.7. Card transactions
  • 4.8. Direct debits
  • 4.9. Gift Aid