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We explore how face-to-face fundraising is changing to improve the donor experience and boost support
Face-to-face fundraising is an essential part of a charity’s fundraising strategy. But scandals involving pressure tactics to encourage donations and the poor treatment of vulnerable donors have blighted the reputation of face-to-face fundraising in recent years.
Action is being taken, most notably by the Fundraising Regulator through its inquiry into how the use of subcontractors in fundraising can be improved. Sector body the Chartered Institute of Fundraising (CIoF) has also updated its guidance to offer charities and fundraisers further advice to improve how they look to collect donations face to face.
Below, we look at changes being made to face-to-face fundraising, especially those intended to curtail poor behaviour by subcontractors.
In 2023, the Fundraising Regulator launched an inquiry into the use of subcontractors fundraising firms amid concerns of pressure tactics being used and a failure to identify and respect potentially vulnerable people.
A particular concern is that some fundraising contractors are being impacted by an influx of more ‘sales oriented’ salespeople, who have been made redundant from energy firms as this sector moves away from face-to-face sales.
The Fundraising Regulator’s subsequent report, released in 2024, urges charities and fundraisers to review their relationship with such subcontractors in a bid to tackle pressure tactics and protect vulnerable people.
This includes urging charities to closely monitor subcontracted fundraising firms to ensure staff receive “appropriate training” to convey charitable messages rather than pressure people to give.
“It is crucial for charities to have a clear line of sight to those who fundraising in their name,” said Fundraising Regulator Head of Proactive Regulation and Projects Jim Tebbett.
The Fundraising Regulator has dealt with several concerns in recent years around the conduct of fundraisers working for subcontractors.
For example, in 2024, it raised concerns around the conduct of a street fundraiser who approached an autistic shopper who did not want to be engaged with. Despite this, the fundraiser persisted in their conversation and then laughed when a passerby made a derogatory mark about the shopper.
The fundraiser was working for fundraising company Zen Fundraising, collecting on behalf of SOS Children’s Villages UK, which said afterwards that it had updated its training “to ensure that fundraisers can better identify and take into account the needs of potentially vulnerable individuals”.
In 2025, the regulator found 11 breaches of its fundraising code following an investigation into Great Ormond Street Hospital Charity (GOSH Charity), its fundraising agency Acwyre, and subcontractor IBA Global.
This investigation launched after GOSH Charity self-reported concerns raised by a journalist at The Times about the culture and behaviour of fundraisers working for IBA Global.
“The evidence suggested a performance culture at the sub-contractor which focused more on successful sign-ups than on following the fundraising standards in the code,” said the regulator at the time.
The charity has since acted on concerns, including improving its training for fundraisers.
The CIoF has taken note of the Fundraising Regulator concerns, releasing new guidance in 2025 around face-to-face fundraising, including updates on street and door-to-door appeals.
This is the first major revision of the guidance in nine years and includes new sections covering subcontracting arrangements as well as advice on safeguarding of fundraisers.
A focus of its subcontracting update is to “set out clear expectations for how charities and agencies should manage outsourced fundraising responsibly”. This includes trustees “having a clear line of sight when it comes to knowing who is representing their charity in public fundraising settings”.
The refreshed guidance suggests that charities can better monitor subcontractors through “shared databases, spreadsheets or having the ability to reach out to individuals directly and speak to them” This helps “to ensure that the organisation’s brand and values are being adhered to in their fundraising teams”.
The CIoF recognises that it may not always be possible or practical to share systems. In such cases, the sector body urges charities to ensure they receive regular updates from their lead fundraising agency.
When new subcontractors are being brought in and when campaigns are moving between existing subcontractors is among information needed in such updates.
Trustees also need to ensure that contracts between their lead face-to-face fundraising agency and subcontractors are in line with original contracts in place.
The CIoF has included a checklist in its guide, of contract clauses for charities to consider, and due diligence needed when using third-party fundraisers and subcontractors.
Make checks on the financial standing of any subcontracted agencies
Insert a termination clause, with decisions based on gathering evidence of poor practice through searches on forums or Companies House data
Focus on data processing terms and security expectations. Evidence of good practice such as committing to the Fundraising Regulator’s code of practice may be required.
There should be a clear understanding of how fundraisers are recruited, including vetting arrangements by agencies
Charities should know what employment and payment models are being offered to fundraisers
Agencies should agree to ongoing due diligence checks, especially when there is a change of ownership
Charities should ensure safeguarding of fundraisers and check any insurance and indemnity cover
A vulnerable person policy should be in place
Training checks are important, and should cover procedures around complaints, supporting vulnerable people, safeguarding and whistleblowing
Charities should also check if sub-contractors work are also involved in commercial sales
Follow-up questions for CAI
How can charities effectively monitor subcontractors to ensure ethical fundraising?What training improvements help fundraisers support vulnerable donors appropriately?How should contracts address safeguarding and data security in subcontracting?What methods improve transparency between charities and face-to-face fundraising agencies?How can charities implement due diligence when selecting third-party fundraising firms?Our courses aim, in just three hours, to enhance soft skills and hard skills, boost your knowledge of finance and artificial intelligence, and supercharge your digital capabilities. Check out some of the incredible options by clicking here.