Fundraising Policies & Procedures for Charities

Provide your team and trustees with clear, usable fundraising policies, including procedures required by the Fundraising Regulator’s Code and other documents relevant to how your charity raises money.

When this helps

  • You need essential fundraising policies rather than another general strategy.
  • Your existing documents are incomplete or no longer reflect your activities.
  • Trustees and staff need clear responsibilities and decision-making routes.

How I work with you

I review the gaps and agree which documents your organisation needs. Policies are provided and tailored for your charity to review, approve and put into practice. I distinguish requirements in the Code from recommended policies and activity-specific procedures.

Options & typical fees

Commission the support you need. We agree the scope, deliverables and fee before work begins.

Fundraising policies and procedures

£400–£1,200

An agreed set of practical documents supporting responsible fundraising.

  • Fundraising complaints and concerns-reporting procedures
  • Donation acceptance, refusal and return; ethical gifts
  • Donor and partner due diligence
  • Fundraising involving people in vulnerable circumstances
  • Fundraising responsibilities and activity-specific procedures, as appropriate

Timescale & next steps

A defined set of documents, with organisational review and approval built into the schedule.

Tell me what you need, your timetable and any budget you are working within. I’ll confirm availability and propose a clear scope and fee.

Your governing body retains approval and oversight. This is practical policy support, not legal advice or regulatory certification. We check the current Code when agreeing your documents.

Client perspectives

What it’s like to work together

“From the initial call with Sophie, I felt that she really cared about our cause, and made the process seamless. There were different options for us to choose in terms of levels of support (no pressure and our budget was taken into consideration).”
Sarah Land
Co-Founder, Peeps
“Sophie is absolutely superb to work with. She brings depth of experience which is manifested in astute insights, together with an upbeat and highly collaborative manner and top class writing skills. We are very lucky to have her working with our charity.”
Duncan Grant
Partnerships & Development Director, Future First

Let’s talk about what would help.

Get in touch