Working With Third Parties

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Working with a fundraising agency can be incredibly rewarding when both parties work effectively together. This page looks at the due diligence charities should be doing.

Working With Third Parties

Often a charity will want to partner with a fundraising agency to carry out public fundraising campaigns or undertake telephone fundraising calls.

Working with a fundraising agency can bring many benefits: they have skilled and experienced fundraisers who can carry out fundraising on your behalf; have local knowledge and insight of areas; and can provide advice and expertise on how to carry out a great fundraising campaign. But there are responsibilities that come with working with agencies. Charities have to undertake due diligence and need to ensure all fundraising carried out in their name is compliant, including providing solicitation statements to donors where required.

Where fundraisers are paid to carry out public fundraising (apart from being employed directly by the charity) it is a legal requirement that they provide a ‘solicitation statement’ to members of the public to make it clear they are being paid, the organisation/agency that is receiving money, and the method by which the fundraiser’s remuneration is to be determined.

Go to the Fundraising Regulator’s Code of Fundraising Practice section on Working with Third Parties

Review the rules around Solicitation Statements

Take a look at our guidance on working with third parties, including: selecting an agency, carrying out due diligence, agreeing a contract, setting KPIs, and reviewing and monitoring performance

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