# Fundraising Regulator publishes guidance to help with Charities Act reporting requirements

- Link: https://fundraising.co.uk/2020/01/15/fundraising-regulator-publishes-guidance-to-help-with-charities-act-reporting-requirements/
- Published: 2020-01-15T10:31:06+00:00
- Author: Melanie May

**The Fundraising Regulator has today (15 January) published guidance to help charities
comply with the fundraising reporting requirements in the Charities (Protection 
and Social Investment) Act 2016.**

Under the Act, charities are required to provide a statement on fundraising in their
annual reports. However, [Fundraising Regulator](https://www.fundraisingregulator.org.uk/)
analysis of 106 annual reports filed with the Charity Commission found that only
40% of charities included a fundraising statement that met requirements.

Common issues included:

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 * limited detail about how fundraising campaigns are run and managed, including
   who carries out the work
 * failure to demonstrate how the Code of Fundraising Practice is used to guide 
   their work
 * a lack of thorough description about fundraising carried out on behalf of the
   organisation
 * frequent omission of the number of complaints received
 * limited explanation of how vulnerable people are protected in the organisations’
   fundraising work

Lord Toby Harris, Chair of the Fundraising Regulator, said:

> “Although our review has highlighted a low level of compliance with The Charities
> Act 2016 in terms of fundraising statements, we recognise that this is the first
> year of reporting in this manner. We are committed to working with charities, 
> especially those with lower fundraising budgets, to promote better practice in
> reporting and the importance of providing a comprehensive statement.”

To this end, the Regulator’s [Good practice guidance on reporting your fundraising](https://www.fundraisingregulator.org.uk/more-from-us/resources/charities-protection-and-social-investment-act-2016-good-practice-guidance)
includes information on:

 * what the fundraising statement should consist of
 * examples of a fully compliant report
 * expectations from the Charity Commission
 * what charities can expect from auditors and independent examiners

Chief Executive of the Fundraising Regulator, Gerald Oppenheim, added:

>   “This first year of reporting gives us valuable insight into common issues arising
> in charities’ fundraising statements. This is an important opportunity for the
> sector to come together to ensure that everyone is being held accountable to increase
> standards of reporting across the board.”

Peter Lewis, Chief Executive of the Institute of Fundraising, also commented, saying:

> “As the report makes clear, it’s important that charities complete their fundraising
> statements as part of compliance with The Charities Act 2016.
> “The levels of compliance are a good start given charities were responding to 
> new legislation, but of course this needs to improve in future years. This means
> fundraisers working with their CEOs and trustees to help ensure they meet all 
> the requirements.
> “We welcome the new guidance and will work with our members, ACEVO and NCVO to
> improve compliance in the future.”

 * **[Only 4 in 10 annual reports include statement on monitoring third-party fundraising](https://fundraising.co.uk/2020/09/14/only-4-in-10-annual-reports-include-statement-on-monitoring-third-party-fundraising/)**(
   14 September 2020)
 * **[CRUK shares cautious optimism for future with release of annual report](https://fundraising.co.uk/2021/07/22/cruk-shares-cautious-optimism-for-future-with-release-of-annual-report/)**(
   22 July 2021)
 * **[Charities urged to have their say on Annual Return changes](https://fundraising.co.uk/2022/06/10/charities-urged-to-have-their-say-on-annual-return-changes/)**(
   10 June 2022)

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