A practical fundraising policy aligned to the Code of Fundraising Practice (in force from 1 November 2025) and the Charity Commission’s CC20 trustee guidance.
Charities
Fundraising Policy
About this document
A fundraising policy that shows how the trustees control and oversee fundraising, so that it is legal, open, honest and respectful. It reflects the Fundraising Regulator’s new Code of Fundraising Practice (in force from 1 November 2025), the Charity Commission’s guidance “Charity fundraising: a guide to trustee duties” (CC20), data protection and electronic marketing rules (including the charity soft opt-in from February 2026), and the rules on collections and lotteries.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
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Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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