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Fundraising Policy



This policy is intended to provide information on the principles and guidelines for fundraising.


The policy addresses the charity’s commitment to the Code of Fundraising Practice, as well as outlining the responsibilities of trustees, staff and volunteers involved with fundraising. 


Policy and procedure 


All fundraising activities, wherever possible, which benefit the charity should be approved by the charity. 


The charity will ensure that all trustees, staff, and volunteers carrying out fundraising activity act in accordance with the Code of Fundraising Practice, see 


We will adhere to the principles of the Code, namely that charity fundraising will always be legal, honest, open, and respectful. When conducting fundraising activities, we will be clear about who we are and what we do. 


We will endeavour to monitor fundraisers, volunteers and third parties who work with us to raise funds on our behalf, to ensure that they comply with the Code of Fundraising Practice. We will ensure that our complaints process is clear and easily accessible and will keep a record of complaints and act upon them. We will ensure that specific types of communication do not go to those people who choose not to receive them in line with our GDPR policy. 


Legal requirements, data protection and general principles 


Trustees, staff, and volunteers will ensure that they comply with the law as it applies to charities and fundraising. This includes the General Data Protection Regulation, see the charity’s GDPR Policy. 


All funds raised will be used for the benefit of Kelsall Wellbeing Hub within a reasonable and appropriate timeframe. We recognise that donors have the right to obtain complete and timely information on how their funds are used and, if we requested, we will provide it. 


Accurate records of all fundraising activities will be kept.


Personal information provided to the charity will be kept confidential and will not be sold, rented, or given to any third parties without consent in line with the GDPR Policy.


Trustees, staff or volunteers shall not exploit their position for personal gain by receiving personal funds or goods through fundraising. 


The only financial gain to staff will be payment via salary. 


Funds will not be accepted from organisations or individuals where the Board of Trustees considers there is reasonable evidence to suggest that association with the individual or organisation may lead to disrepute. 


The charity must not engage in fundraising which is an unreasonable intrusion on a person’s privacy, is unreasonably persistent or places undue pressure on a person to donate. 


Individual Donations 


All donations received are recorded and thanked. Supporters should contact the Hub Manager for guidance on safe fundraising. 




Any enquiry from an individual seeking information about making a bequest to the charity should be referred to the Hub Manager who will follow up with the individual. 


Fundraising with People in Vulnerable Circumstances 


When responding to a supporter or member of the public in vulnerable circumstances, staff must take all necessary steps to understand if the supporter is able to make an informed decision about donating to the charity and respond appropriately. If a supporter is deemed unable to make an informed decision the member of staff must not accept the donation.


Gift Aid 


Gift Aid charity repayment will be claimed from HMRC wherever applicable. 


This policy was written: September 2022 


The policy will be reviewed next: September 2024

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