The Guidelines for Charitable Organisations on Fundraising from the Public
The Guidelines for Charitable Organisations Fundraising from the Public, (the 'Guidelines') issued by the Charities Regulator in September 2017, are intended to assist trustees of a charity to run the charity effectively, avoid difficulties in respect of fundraising activities and comply with their legal duties. The basis for these 'Guidelines' is in The 2008 Statement of Guiding Principles on Charitable Fundraising (the 'Statement'), that was developed by a steering group established in response to the Charities Act 2009 following extensive consultation with industry experts and stakeholders led by the Irish Charities Tax Reform Group (now Charities Institute Ireland) and supported by the Department of Community, Equality and Gaeltacht Affairs.
The 'Guidelines' have also benefited from the input of a Consultative Panel on Charitable Fundraising which was set up by the Charities Regulator in 2016 at the request of the Minister for Justice and Equality. Charities Institute Ireland was a member of this Consultative Panel.
Why Charity Trustees should ensure the charities they govern apply the Guidelines?
The Charities Regulator requires that trustees of each registered charity are able to explain and justify their approach to fundraising from the public, particularly if they decide not to follow good practice set out in these 'Guidelines'.
The 'Guidelines' are available to download here
What do these 'Guidelines' mean for charities already signed up to the Statement of Guiding Principles for Fundraising?
If your organisation has previously signed up to the 'Statement' all you need to do is:
- Familiarise yourselves with the new ‘Guidelines’
- Adapt and revise your documentation and procedures to comply with the ‘Guidelines’. This will involve, at it’s simplest, changing all mentions of the ‘Statement’ and replacing them with references to the new ‘Guidelines’.
- If you engage a third party to collect donations and personal data on your behalf, you should review the agreements you have with them to ensure that they also understand the ‘Guidelines’ and are compliant with them.
- You must ensure that your charity’s most recent audited financial report is hosted on your website.
- Then inform Charities Institute Ireland that you are in full compliance to the 'Guidelines' and Cii will then list your organisation on our website.
Not already signed up to the Statement of Guiding Principles but want to demonstrate compliance to the 'Guidelines'?
If you haven't already signed up to the 'Statement' but want to publicly demonstrate compliance to the 'Guidelines' please follow the clear and user friendly steps below. These will guide your charity through the process to facilitate the compliance process and your organisation will then be listed on the Cii website.
Please follow the seven steps to publicly announce your charity's compliance to the 'Guidelines' as set out by the Charities Regulator here.
Charities Institute Ireland has developed a series of resources materials that are designed to assist in the implementation of the 'Guidelines' and are available to download here, including our easy to use checklist for your annual reporting.
To view the Irish Charities that are currently compliant to the 'Guidelines' please click below
Cii Codes of Best Practice for Fundraising
The Charities Institute Ireland (Cii) Fundraising Codes of Good Practice (the “Cii Codes”) are a resource and set of tools to help individuals at a fundraising level to ensure they are doing the best they can to follow best practice and are operating in as transparent, effective and professional a manner as possible in their roles within their charity.