Fundraising checklist and more resources

Once you’ve read our guides, use this checklist of questions to make sure you’ve covered some of the most important aspects of safeguarding as a fundraising manager.

Questions about your knowledge of safeguarding

• Do you know your organisation’s safeguarding policy and procedures?
• Do you know how to speak up about problems, including safeguarding concerns, bullying and harassment or discrimination?

Questions about safeguarding within fundraising

• Do your organisation’s policies and procedures cover fundraising properly?
• Have you completed a risk assessment for all fundraisers?
• Have you got good procedures in place to keep the risks they face to a minimum?
• Do you review those procedures regularly to make sure they’re working?
• Do your fundraisers have any special needs that should be supported, and are you giving the right support?
• Have you given special attention to people working in areas of conflict or poverty?
• If you have home workers, people attending fundraising events and travelling or people going to meetings alone, do you have the right policies to cover their work?
• Will any of your future fundraising plans create new risks you need to consider?

• If you’d like to learn about wider ethics in fundraising, then use the Fundraising Regulator's code of fundraising practice.
• If you would like to know more about legal duties on reporting how you protect vulnerable people in fundraising, see our guide for trustees on annual reports.

This guidance was produced in consultation with the Chartered Institute of Fundraising.