Step 3

Have you developed your organisations' documents?

 

Step 3: 
Developing your documents

 

Download and read the Statement of Guiding Principles for Fundraising and the Implementation Resource Materials including the sample templates for the Donor Charter; Feedback and Complaints Procedure; Public Statements and Disclosure statement.

Use your judgement to adapt these for your organisation, cutting and pasting from the documents and adding to them as you see fit including your own logo etc.

Below is an example of the resolution, which you can download here and edit for your own organisation.

 

Example of resolution

Resolution regarding the Statement of Guiding Principles for Fundraising

The Board/governing body resolves to adopt the Statement of Guiding Principles for Fundraising and confirms that [name of organisation] is committed to complying with the Statement and will endeavor to:

1. Adhere to the core principles of respect, honesty and openness by:

1.1   Respecting the rights, dignity and privacy of supporters, clients and beneficiaries.

1.2   Answering reasonable questions about fundraising activity and fundraising costs honestly.

1.3   Making information about our purpose, activities and governance available to the public.

2. Demonstrate its commitment to donors by:

2.1   Agreeing and making known a Donor’s Charter consistent with the Statement of Guiding Principles for Fundraising containing commitments regarding the causes for which the charity is fundraising, the use of donations, and disclosures regarding the status and authority of those soliciting donations.

2.2   Operating a complaints and feedback procedure.

3. Ensure high standards of fundraising practice by:

3.1   Ensuring fundraisers are committed to the highest standards of good practice by providing information and training on the Statement of Guiding Principles for Fundraising.

3.2   Ensuring that fundraising activities are respectful, honest, open and legal and that images and messages are chosen and used in accordance with the Statement of Guiding Principles for Fundraising.

3.3   Having a policy in place regarding the management of volunteer fundraisers.

4. Be financially accountable by:

4.1   Publishing an annual report and statement of annual accounts, which includes a statement on compliance with the Statement of Guiding Principles for Fundraising.

4.2   Making sure that there are appropriate internal financial and management controls in place.

4.3   Making sure that all donations are recorded and that records comply with data protection legislation.

5. Ensure that the Board and senior management take responsibility for implementing and adhering to the Statement of Guiding Principles for Fundraising by:

5.1   Identifying any risks that may arise and ensuring appropriate mechanisms are in place given the size and complexity of the organisation to manage and deal with those risks.