# How to create charity permission statements: new guide published

- Link: https://fundraising.co.uk/2016/01/27/how-to-create-charity-permission-statements-new-guide-published/
- Published: 2016-01-27T10:15:20+00:00
- Author: Howard Lake

**Can you be sure that you are seeking the right kind of permission from donors 
to communicate with them legally and ethically? It is becoming ever more important
for fundraisers to ensure that they are.**

[A new guide](http://www.fastmap.com/consent-guide-uk-fundraising.aspx) from marketing
insight specialists _fast_.MAP, published this month, aims to help fundraisers achieve
this. Written by _fast_.MAP’s MD David Cole, the guide emphasises that each charity
will probably need its own tailored permission statement: cut and paste from similar
organisations’ statements is simply not sufficient.

## Consent is a marketing as well as a legal issue

The guide is not intended as a simple statement of current legislation. Indeed, 
the author points out that he is not a lawyer. Instead, he explicitly argues that“
consent should be seen as a marketing issue, as well as a legal one”.

## Advertisement

The Institute of Fundraising’s Head of Policy and Research, Daniel Fluskey, who 
contributes the foreword to the guide, supports this approach, saying:

> “Of course, you have to comply with the law, but consent statements are about 
> communicating with your donors, the wording you use and the way you use it makes
> a difference”.

He welcomed its publication as “particularly timely” given that “how charities use
an individual’s personal data for marketing purposes has been at the centre of current
and on-going debate about ethical fundraising practice”.

 

![Daniel Fluskey on consent statements](https://wfay6x.infiniteuploads.cloud/2016/
01/daniel-fluskey-consent-statements-quotation.jpg)

Cole acknowledges from the outset that “being able to talk to your supporters is
a privilege, not a right”. His guide provides a structured approach to writing consent
statements and features tips about what does and does not work. Throughout it makes
it clear that consent statements need to change to remain fresh and relevant.

## Different language for different audiences

Cole argues that the days of a single consent statement for all audiences and marketing
channels are now gone. He argues that consent marketing needs a segmented approach“
for the same reasons that a charity would never create a mailing pack for use in
all circumstances to all prospects”.

He lists 15 attributes which affect consent, ranging from ‘rewarding’, ‘appreciated’,
through ‘I’m in charge’ and ‘No over contact’ to ‘trustworthy’ and ‘jargon free’.
It is understanding which attributes to apply to which type of supporter that Cole
believes will help charities maximise consent.

## Increasing consent

The [guide](http://www.fastmap.com/consent-guide-uk-fundraising.aspx) looks at ways
to increase (or decrease) consent to a particular marketing channel, simply by changing
the structure and phrasing of the statement.

Often, consent statements acknowledge the negative e.g. “we won’t misuse your data”
or “we won’t send you too many messages”. What would a consent statement that is
reassuring, relevant and motivating to a donor look like?

Clarity of consent is not always present in some charities’ consent statements. 
Sometimes supporters will have “legally consented” but will not have intended to
consent. Charities will need to pay particular attention to this issue, given the
expected trend towards consent which is “freely given, specific and unambiguous”.
Many charities use opt-out but opt-in seems to be the direction of travel: how will
charities manage the transition and resulting data shrinkage if and when they make
that transition?

## Testing and optimising statements

Cole explains how to testing consent statements, starting with benchmarking research
and then proceeding to live testing. He encourages charities to expect to see some
initial improvements in consent levels, if only because most current consent statements
were developed years ago by a lawyer.

Fundraisers won’t be surprised that Cole suggests that consent statements are a 
work in progress: they should be tested and optimised on an ongoing basis.

> “Charities can no longer afford to take consent for granted. They must track levels
> and be poised to review and update permission statements as times and attitudes
> change”.

## Barnardo’s on the guide

Siobhan Handley, Senior Direct Marketing Manager, Barnardo’s, said:

> “⌊Siobhan Handley⌉Making consent a central part of Barnardo’s marketing communications
> process is a complex and lengthy process. We found that more appropriate than 
> a “scatter gun” live testing approach was a meticulous and phased benchmarked 
> research process allowing us to iteratively improve and predict performance at
> different segment levels as well as allowing us to understand why that performance
> was achieved. A process away from our supporters means that there are no technical
> legal issues to deal with whilst learning. The ability to compare performance 
> of our statements with other brands is both reassuring and enlightening.
> “This useful guide lays out some of the important principles charities should 
> adopt when embarking on the lengthy and organisation wide challenge of making 
> consent a marketing process.”

## RNLI on the guide

Jayne Clarke, Head of Marketing Services & Support at RNLI, welcomed the guide, 
saying:

> “The RNLI has decided to move to opt-in communications by 2017 – before legislation
> comes in. This is because it’s the right thing to do for us and our supporters,
> and we’re in a position to be able to take these steps. This doesn’t mean it’s
> not a daunting prospect; we estimate we could lose £35.6 million over the next
> five years, so the pressure is on to make opt in work.
> “Any guidance on how to get the best out of an opt-in system is welcome, and we’re
> also happy to share what we learn with other charities who may be interested.”

 

## Download the guide

![David Cole, MD, fast.MAP](https://wfay6x.infiniteuploads.cloud/2016/01/david-cole-
2016.jpg)

David Cole is Research Champion to the Institute of Fundraising Insight Special 
Interest Group, and he is offering the 15-page guide to Institute members for free.
The standard charge is **£50**.

In addition, he is also offering the guide for free to UK Fundraising’s readers.
Download [A Guide to Creating Charity Permission Statements](http://www.fastmap.com/consent-guide-uk-fundraising.aspx)
from _fast_.MAP.

 

_Main image: [People tickbox consent](http://www.shutterstock.com/pic-324613169.html)–
by Jakub Grygier on Shutterstock.com_

 * **[Data is a charity’s most valuable commodity, so it has to be treated as such](https://fundraising.co.uk/2016/05/25/data-charitys-valuable-commodity-treated/)**(
   25 May 2016)
 * **[Blackbaud achieves certification under EU-US Privacy Shield](https://fundraising.co.uk/2016/10/05/blackbaud-achieves-certification-eu-us-privacy-shield/)**(
   5 October 2016)
 * **[Fundraising Regulator & Charity Commission issue joint data protection alert](https://fundraising.co.uk/2016/12/13/fundraising-regulator-charity-commission-issue-joint-data-protection-alert/)**(
   13 December 2016)

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