INSTITUTE OF FUNDRAISING: Code of practice focuses in on grant-making trusts

Lindsay Boswell, chief executive of the Institute of Fundraising

The Institute has just launched the latest code of fundraising practice after a full and lengthy consultation period.

This code, the 21st in the series, is concerned with raising funds from grant-making trusts and is broken down into three distinct areas. These cover the requirements that are mandatory by law, the requirements that are mandatory for both individual and organisational members of the Institute and, thirdly, other courses of best practice.

Collectively, the codes act as an excellent aide-memoire for fundraisers and managers covering the key points of law as well as defining best practice.

As a reference document they are more accessible and easier to navigate than the various Acts of Parliament that cover fundraising law.

The latest code goes into detail on researching and approaching trusts, making applications and managing responses regardless of acceptance or decline. The code also deals with reporting and accounting and makes recommendations on identified frequently asked questions.

Many thanks go to all those who played a part in the compilation and consultation of the code. In particular Anthony Clay, Claire Greenhalgh, Emma Low and Simon George formed the working party and special thanks to the Association of Charitable Foundations for their contribution.

It was also particularly useful to use the strong and active network of the Trusts Special Interest Group, which ensured that many hundreds of trust fundraisers fed into the code. Like all the Institute's special interest groups, they form an excellent way for trust fundraisers to meet and network. (See below for details) The codes are collectively published in a standalone book that is available from the Institute. While it is free to members, it is available to everyone. A core part of the Institute's work is promoting best practice and anybody concerned or interested in fundraising standards can have a copy. The Institute's web site allows free access to the codes, however, they run to some 200 pages so printing off a copy may take some time.

Until the next edition later this year, the trust code will not appear in the book. However, it will soon be available on the web site and, at only nine pages, is worth printing off and adding to the other 20 codes.

We welcome fundraisers challenging the codes as this makes them better and shows they are being used and applied.

For Trusts Special Interest Group, contact Claire Green-halgh at Send comments on the codes to

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