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Soliciting For Funds Letter

Soliciting For Funds Letter Template for England and Wales

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Key Requirements PROMPT example:

Soliciting For Funds Letter

"I need a Soliciting For Funds Letter for our environmental charity's new forest conservation project, targeting corporate donors with a fundraising goal of £500,000, to be launched in March 2025."

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Document background
The Soliciting For Funds Letter is a crucial tool for charitable fundraising in England and Wales, designed to appeal to potential donors while maintaining compliance with UK regulatory requirements. This document is used when organizations need to raise funds for specific projects, general operations, or charitable purposes. It must balance persuasive communication with legal compliance, including proper disclosures under the Charities Act 2011, data protection statements, and Gift Aid information where applicable. The letter should be clear, transparent, and adhere to the Fundraising Regulator's Code of Practice.
Suggested Sections

1. Letter Header: Organization's details, date, and recipient information

2. Introduction: Brief introduction of the organization and its mission

3. Purpose: Clear statement of fundraising purpose and specific goals

4. Impact Statement: Description of how funds will be used and expected impact

5. Request: Specific ask for funds including suggested donation amounts

6. Data Protection Statement: Information about how personal data will be handled

7. Contact Information: How to make donations and contact the organization

Optional Sections

1. Previous Achievements: Past successes and impact, used when organization has strong track record

2. Gift Aid Declaration: For UK taxpayers who can increase donation value through Gift Aid

3. Regular Giving Options: When seeking recurring donations rather than one-time gifts

4. Corporate Matching: Information about employer matching programs when targeting employed individuals

Suggested Schedules

1. Donation Form: Standard form for making donations including payment options

2. Gift Aid Declaration Form: Required form for UK taxpayers claiming Gift Aid

3. Annual Report Summary: Brief overview of organization's recent achievements and financial status

4. Project Budget: Detailed breakdown of how funds will be used, if applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions

























Clauses




















Industries

Charities Act 2011: Primary legislation governing charitable fundraising, including requirements for professional fundraisers, regulatory compliance, and transparency in fundraising activities

Charities (Protection and Social Investment) Act 2016: Additional fundraising regulations and specific requirements for fundraising agreements between charities and third parties

Data Protection Act 2018 and UK GDPR: Legal framework for handling personal data, including requirements for privacy notices and obtaining consent for communications

Consumer Protection from Unfair Trading Regulations 2008: Regulations protecting consumers from misleading practices and ensuring transparency in communications

Fundraising Regulator's Code of Fundraising Practice: Detailed guidelines for fundraising communications, including best practices, transparency requirements, and rules about protecting vulnerable people

Privacy and Electronic Communications Regulations (PECR): Specific rules governing electronic communications and consent requirements for electronic fundraising activities

Financial Services and Markets Act 2000: Legislation relevant when fundraising activities involve investment-related elements

Gambling Act 2005: Regulations applicable when fundraising involves lotteries or raffles

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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