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Step 1:
Trustee Resolution
The Trustees agree to adopt at a Board meeting the Guidelines for Charitable Organisations on Fundraising from the Public (the “Guidelines”). They agree that the charity will follow the Guidelines as set out by the Charities Regulator. This agreement will be recorded in the minutes of the Board meeting.
Below is an example of the resolution, which you can download and edit for your charity.
Example of resolution
Trustee Resolution regarding the Guidelines for Charitable Organisations on Fundraising from the Public
The Board/governing body resolves to adopt the Guidelines for Charitable Organisations on Fundraising from the Public and confirms that <name of org> is committed to complying with the Guidelines and will endeavour to:
1. Adhere to the core principles of respect, honesty and integrity, transparency and accountability 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 Guidelines for Charitable Organisations on Fundraising from the Public 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 Guidelines for Charitable Organisations on Fundraising from the Public.
3.2 Ensuring that fundraising activities are respectful, honest, open and legal and in accordance with the Guidelines for Charitable Organisations on Fundraising from the Public; and that images and messages are chosen and used in keeping with best practice.
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 Guidelines for Charitable Organisations on Fundraising from the Public.
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 both financial records and personal data records comply with data protection legislation.
5. Ensure that the Board and senior management take responsibility for implementing and adhering to the Guidelines for Charitable Organisations on Fundraising from the Public 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.
Director/Trustee Director/Trustee
Dated: day of 20
