Finance Hub

Key resources

INTRODUCTORY OVERVIEW

Key resources

Case studies

Café appeal targets local community

This case study was featured by Third Sector and demonstrates a local project using direct mail as part of its fundraising strategy. As well as outlining the work that went into producing a good quality direct mail appeal the story shows how difficult it is for local projects to raise funds through this medium.

Asylum Seeker Support Initiative - Short Term (ASSIST)

A short description of the methods this group have used to raised funds including making appeals for donations and a range of activities.

Sheffield Woodcraft Folk

A short description of the methods this group have used to raised funds including top tips for running fundraising pub quizzes!

Whirlow Hall Farm Trust

A short description of the range of fundraising methods used by the trust including raising funds from trusts and the corporate sector, fundraising activities and trading.

Greentop Community Circus Centre

A short description of the methods this group use to raise funds to cover their core costs and various projects including funding from trusts and selling services to the corporate sector.

Other resources

Some additional resources are provided on this page, most of which are available FREE of charge. Resources you have to pay for are marked with a £ sign.

The Institute of Fundraising

Publishes a range of Codes of Fundraising Practice, which are standards set for fundraisers in the UK. There are separate codes for each fundraising technique, and they provide guidance on best practice, areas of the law and the techniques themselves. The codes are available from the Institute’s website, and you can download individual guides or the whole set.
Links to some of the most relevant ones are provided here:

Code of Practice on Event Fundraising

Downloadable pfd (258kb) Code of Practice on event fundraising.

Outdoor fundraising in the UK

Downloadable pdf (261kb) guide to outdoor fundraising in the UK.

Guidance and tools for volunteer fundraisers.

The Institute of Fundraising has created a new website offering guidance and tools for volunteer fundraisers. The site is funded by the Office of the Third Sector and the Vodafone UK Foundation. It provides advice on fundraising law and best practice, and allows volunteers to create sponsorship forms, letters and other materials bearing the logo and mission statement of their chosen charity.

Raffles and Lotteries

Downloadable pdf (217kb) guide to running raffles and lotteries.

The Gaming Board for Great Britain

For more information on licenses for raffles and lotteries – or contact your local authority.

The Fundraising Directory

This website provides a range of information, including an A-Z of ideas for fundraising activities and events.

Charities and Fundraising

Guidance from the Charity Commission on the rules for charities on fundraising.

Tax effective giving

If donations come from people who are UK taxpayers, registered charities can attract more money by claiming the tax relief available to charitable donations. This is generally known as tax effective giving and there are various methods depending on the type of donation.

Gift Aid

HM Revenue and Customs manage the scheme and their website provides information and what charities need to do to claim it.

Gift Aid transitional relief

Following the changes to the basic tax rate from april 2008, HMRC has issued guidance on how charities using Gift aid can claim transitional relief.

Publications

Directory of Social Change  £

All the titles below are available from the DSC catalogue, or ask your local library or local development agency if they have a copy.

Tried and Tested Ideas for local fundraising events - by Sarah 3rd edition, 2003

Organising Special Events for Fundraising and Campaigning - by John F Gray & Stephen Elsden 2000

The Complete Fundraising Handbook - by Nina Botting & Michael Norton, 5th edition 2007

Community Fundraising The Effective Use of Volunteer Networks -edited by Harry Brown, 2002

 

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Overview leaflet

 

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