Etherington Review of Fundraising

Over the summer, eight consultation questions were published. The deadline for responses was 14th August and the panel is due to report to the Minister of Civil Society by 21 September 2015.   The consultation questions were:

  1. What do you consider to be the strengths and weaknesses of the current self-regulatory set up? Do you believe self-regulation continues to be an appropriate approach to regulating fundraising?
  2. What do you consider to be the strengths and weaknesses of the bodies currently involved in self-regulation?
  3. What changes, if any, do you believe should be made to the current self-regulatory structure?
  4. What do you consider the most effective ways to ensure coverage of and compliance with a self-regulatory regime?
  5. How could it best be ensured that a future self-regulatory system is adequately resourced?
  6. Which charities should be covered by self-regulation? Should there be a threshold for fundraised income before membership of a self-regulatory body is expected? If so, where would you set this threshold?
  7. Should additional measures be put in place to monitor or regulate operational fundraising agencies, such as call centres? If so, what should these be?
  8. Do you have views on how to ensure charities adhere to high standards in public fundraising, other than through formal regulatory structures?

Please click here for more information.

Parliamentary inquiry into charity fundraising

This was announced on 21st July. The inquiry will focus predominantly on four key areas:

  • the extent and nature of practices adopted by call centres raising funds for charities and the impact on members of the public, particularly vulnerable people
  • the Government’s recently proposed legislative changes on this issue
  • how charities came to adopt these methods, and how they maintained proper governance over what was being done on their behalf
  • the leadership of charities and how their values are reflected in their actions and activities

The committee is seeking written evidence and submissions on the issues from charities - the deadline for submission is noon on Wednesday 26 August 2015. An evidence session will be held in early September. 

Review of Scottish Fundraising self-regulation launched

The Scottish Council for Voluntary Organisations has launched an informal review of fundraising in Scotland to assess whether or not the current system of public charity fundraising self-regulation is working.

The review, which will report back by the end of August, will be led by a reference group made up of third sector representatives and will also include a survey on views about fundraising among members of the public, charities with an interest in the sector’s reputation, charities who fundraise and professional fundraisers. 

Changes to Institute of Fundraising Code of Practice

The following key changes have been announced:

Separately, the Direct Marketing Association has published:


Professor Andrew Hind CB has been appointed as the new Chair of the Fundraising Standards Board, with effect from the FRSB Board meeting on 16th September 2015. 

From 1st September, the Public Fundraising Regulatory Association will be known as the Public Fundraising Association. While the organisation will continue to be known by its PFRA acronym, and carry out all its existing functions as before, the move is intended to provide extra clarity to the sector and wider public. 

Wills and Legacies

This is a link to the full Court of Appeal judgment in the much publicised case where the Court reassessed an amount to be paid to an estranged daughter from her mother’s will. The daughter had brought a claim under the Inheritance (Provision for Family and Dependants) Act 1975. 

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Christine Rigby

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Posted on 01/08/2015 in Legal Updates

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