Members’ Vault

Subscribe to our Members’ Vault and benefit from all these tools and resources to create successful fundraising programmes

Members benefit from over 3000 pages of content on fundraising and fundraising regulation. The idea of the Small Charity Fundraising Members’ Vault is to provide subscribers with everything they need for effective fundraising all in one, easy-to-access online Vault. Because the site is so comprehensive, we have created this Content Index to provide a guide to help subscribers find the content they want in the Members’ Vault.

Members’ Vault subscribers benefit from 5 main resources

1. How to Fundraise – its spelled out in Fundraising Blueprint

Fundraising Blueprint – the small charities’ 250 pagepractical manual on how to fundraise and comply with fundraising regulation. The manual is constantly updated as practice and regulation develops.

2. Pre-written letter and document templates 

Members have special access to a unique collection of ‘ready to top and tail’ pre-written fundraising letters and documents. Letters to wealthy donors, companies, local solicitors and tailored thank you letters are examples. All have been used successfully in over 2000 campaigns. To find out more click here.

Member’s Vault Essentials Collection of ‘ready to top and tail’ pre-written letters. 

Subscribers to Members’ Vault have free access to our Essentials Collection of pre-written letters. The Essentials Collection forms the core of any small charity’s fundraising strategy. The letters in the Essentials Collection are: 

12 Month Fundraising Planning Calendar 

Individual Donors – small cash donation – invite first time donations

Case History based appeal 

Mission based a appeal 

Volunteer based appeal 


Emergency based appeal 

Individual Donors – small cash donation – invite repeat donations

Christmas Appeal 

Easter Appeal 

Summer Appeal 

Emergency Appeal

Major Donors

Invitation to prospective new Board Member 

Request to help review a list of prospective donors 

First letter to a prospective Major Donor seeking first informal meeting 

Legacy Fundraising

Letter to local solicitors requesting meeting 

Follow up letter to local solicitors after meeting 

Letter to prospective legacy donors sending Annual Report

Trust Applications

Short form trust application for small grant 

Company Support

Letter asking local business person for advice on breaking into the business community 

Letter asking local business for a meeting to explore ways charity and business can help each other. 

As a Member you can request copies of any of any of these pre-written letters at any time. Just email us at: [email protected] and we’ll send by return. 232 more are available to members at 50% discount to the published price ( typically £20 per letter) 

3. Members Online Compliance Library

Members’ LibraryRegulation

This area collects all of the relevant Acts of Parliament and government Regulations on fundraising into one place where they can be found easily.

Members’s Library – Codes of Practice

This area is home to all of the Codes of Practice issued by The Charity Commission, Fundraising Regulator, Institute of Fundraising, Direct Marketing Association, Information Commissioner’s Office (ICO), Acevo and other regulators.

Members’ Library – Guidance Notes

This area contains all of the relevant Official Guidance Notes issued by HMRC, The Charity Commission, Fundraising Regulator, Institute of Fundraising, ASA, Information Commissioner’s Office (ICO) and other regulators.

4. ‘Best of the Best’ White Papers

This part of the site contains a unique collection of over 100 landmark White Papers, articles by leading figures, Research Papers from the leading think tanks – your personal library of work by acknowledged thought leaders in the secto


5. Managed implementation services.

If resources are limited we offer a managed implementation service for all the types of fundraising in the Members’ Vault.

Members content in detail

Now, in detail, here is what Members will find in the Small Charity Fundraising site:

Fundraising Blueprintthe small charities’ guide to fundraising and fundraising regulation.

This is a key component of the Member’s Subscription package. Its 250 pages are designed to provide Charity Trustees, Charity Directors and Fundraisers with the practical know-how they need to implement and manage the kind of modern, full spectrum, organised fundraising programmes operated by the big charities.

In detail, A Blueprint for Fundraising is made up of 14 chapters and 4 Appendices :


A quick overview of the activity called ‘Fundraising’. All fundraising can be reduced to a 3 part formula – the rule of LPP, where L stands for the List of prospects who might make a donation, P stands for the Proposition which can be communicated to the prospect and P stands for Price – the amount of money being requested. The chapter covers building a prospect list, creating compelling propositions for company, trust, wealthy and individual donors.

Chapter 1

How Effective Fundraising works

This chapter describes the difference between ‘just collecting money’ and proper, organised fundraising as described by Sy Seymour, one of the early pioneers of structured fundraising – the kind the big charities do so well nowadays.

Chapter 2

Clearpath: A fundraising optimisation system.

This chapter provides an auditing system template that will help members identify weak links in their charity’s fundraising and opportunities for growth. Clearpath will help members create a stronger foundation for fundraising in the future.

Chapter 3

Online Fundraising and Social Media.

Email fundraising (including building an email supporter list) , Social Media fundraising, Digital Fundraising, Facebook fundraising and Google Adwords fundraising, Online fundraising are all covered. GDPR and Data Privacy compliance – electronic communications opt in, opt out, consent, are all spelled out.

Chapter 4

Individual Giving: A strategy for Individual Giving.

This chapter proposes a new strategy for Individual Giving that small charities can adopt with minimum investment. It is based on tried and tested methods and is working now here in the UK. It involves harnessing all levels and types of individual giving – cash gifts, regular commited gifts, major donors, legacy gifts, in memoriam gifts – into one, integrated annual campaign for unrestricted funds.

Chapter 5.

Individual Giving: fundraising for repeat cash gifts by sending polite letters asking for money.

There was time before “Direct Mail” and “Direct Marketing” exploded in the charity world in the period 1980 – 2000. In those early days charities wrote simple, sincere, polite letters to prospective donors asking for help. This chapter describes how asking politely for money by letter still has a place in a sustainable fundraising programme. Charity creative, copywriting, design, planning and implementation are all covered, as are GDPR and all data privacy regulations. New donor acquisition and donor renewal and development are dealt with in detail as are door drops and face to face door to door and on street. One key role for this form of fundraising is generating core or unrestricted funding.

Chapter 6.

Individual Giving: Major Gifts

Every charity can benefit from support from wealthy benefactors. However, these gifts don’t just fall from the sky. They need proper, organised Major Gift fundraising to secure big gifts from supportive benefactors year-on-year. The practical step-by-step way to do this is all explained in this chapter – identifying major donor prospects, building a donor prospect list, creating a Case for Support, creating a credible Gift Table and plan, attracting willing volunteer major gift fundraisers. How to repeat this on an Annual Appeal basis to cover core costs is also explained.

Chapter 7

Individual Giving: Fundraising for Capital projects

How to apply the principles and methods for major gift fundraising to a specific campaign for a capital project – a new building, facility, capital equipment – are dealt with in this chapter.

Chapter 8.

Individual Giving: Legacy and In Memoriam Fundraising.

For some donors, their strongest desire is to help in creating something of permanent value that will go on doing good long after the donor has died. This is their legacy in both the financial and figurative sense. Small charities can align themselves with this desire every bit as closely as the larger charities. All it takes is an organised, methodically applied, relationship-building system. The same applies to In Memoriam giving. How to set this up is all explained in detail in this chapter.

Chapter 9.

Fundraising from Grant Making Trusts

There are over 4000 bodies that exist solely to give away money generated from investments set up, often many years ago, for this purpose. How to apply to and land grants from such Grant Making Trusts is explained in this chapter. Especially important is a strong Case for Support and a template for a successful Case for Support is provided in this chapter.

Chapter 10.

Fundraising from Companies

Companies, especially local ones, support charities in many different ways – gifts in kind, cash, sponsorship, secondment of staff, adoption of a project and more. All these are discussed and brought into a properly planned programme in this chapter. How to secure meetings with company funders, preparing for the meeting, conducting the meeting are all set out in detail.

Chapter 11.

Events and Community Fundraising

With Community Fundraising there is no limit to the imagination. Some popular and ever-successful types of event are listed.

Chapter 12.

Fundraising Law and Regulation

Laws that apply to specific types of fundraising are set out in the relevant chapter of Blueprint. Here we provide a Legal Compliance Checklist and set out the recently revised law on Data Privacy in the form of GDPR, the Data Protection Act 2018, Privacy and Electronic Communications Regulations and others.

Chapter 13.

Tax Efficient Giving

This chapter sets out the present rules on Gift Aid and other forms of tax efficient giving.

Chapter 14.

Risk Assessment

Though the requirement to carry out robust risk assessments applies specifically to Trustees, we think the law here applies to all fundraisers. Have the risks inherent to a fundraising initiative been assessed properly so that, for example, the charity’s reputation is not put at risk. The requirements relating to Risk Assessments are set out in this chapter.


Members’ Library – Regulation

This section contains the official versions of the main pieces of charity legislation affecting fundraising:


Acts of Parliament and Regulations

Data Protection Act 1998

Data Protection Act 2018

GDPR – The General Data Protection Regulation

Privacy and Electronic Communications (EC Directive) Regulations 2003

Privacy and Electronic Communications (Amendment) Regulations 2011

Charities Act 2011 ( Consolidating 2006, 1993, 1992 Acts)

Charities Act 2006

Charities Act 1992

Charities Act 1993

Consumer Protection from Unfair Trading Practices Regulations 2008

Charities (Protection and Investment) Act 2016


Codes of Practice

This section contains all of the key Codes of Practice that affect fundraising.

The Code of Fundraising Practice ( Fundraising Regulator)

The Code of Fundraising Practice – Legal Appendices ( Fundraising Regulator)

Data Sharing Code of Practice

Door to Door Fundraising Rulebook (Fundraising Regulator)

Street Fundraising Rulebook (Fundraising Regulator)

Consent Checklist (Fundraising Regulator)

Guidance on Consent to Use Data (Fundraising Regulator)

The Code of Good Governance (ACEVO)

Guidance on Use of Donor Data (Fundraising Regulator)

Guidance on Doorstep Collections (Charity Commission)

The DMA Code (Direct Marketing Association)

Charity Fundraising – Guide for Trustees ( Charity Commission)

Code of Practice – Privacy Notices Transparency and Control (Information Commissioner)

Institute of Fundraising Code of Conduct

DMA Code of Direct Marketing Practice (DMA)

Data Best Practice Guidelines ( DMA)

Personal Information online Code of Practice (ICO)

Consolidated IOF Codes of Practice ( Institute of Fundraising)

Developing your Charity’s Trustee Code of Conduct (Charity Commission)

British Code of Advertising Practice ( The ‘CAP’ Code)


Guidance Notes

This section contains all the official Guidance Notes that apply to fundraising.

Charity Commission – Guidance Note on Fundraising (Charity Commission)

Charity Commission Guidance on Risk Assessment (Charity Commission)

Guidance on Charities and Marketing (ICO)

DMA Data Council – Data best practice Guidelines (DMA)

Putting the donor first – Guidance from the IOF (Institute of Fundraising)

Guidance on Privacy and Electronic Communications (ICO)

Guidance on use of cookies (ICO)

Paying Fundraisers by Commission ( Institute of Fundraising)

Charities and Commercial Partners Guidance Note ( Charity Commission)

ICO Guidance: Charities and Marketing ( ICO)

The Essential Trustee – What you need to know (Charity Commission)

Charity Commission Guidance on Disaster Appeals ( Charity Commission)


White Papers

This section offers subscribers a valuable collection of the “best of the best” research findings, thought pieces, “how to” articles and legal interpretation by leading lawyers and recognised fundraising experts. Subjects covered include “how to triple online donations”, how Twitter can transform your fundraising, How to run an online competition, VAT treatment of fundraising, GDPR, Data Consent, Charity Law, “Opt-in, Opt-out”, Copywriting, The Perfect Digital Marketing Recipe, How to create loyal major donors, Donor Commitment, Individual Donors – good practice, Claud Hopkins’ Scientific Advertising.

Small Charity Fundraising e-newsletter

Members receive Small Charity Fundraising, our regular monthly e-newsletter that keeps subscribers up to date with the latest in successful fundraising and fundraising best practice.

To become a Member Click here.