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Soliciting For Funds Letter Template for England and Wales

A Soliciting For Funds Letter is a formal document used in England and Wales to request financial support from potential donors. It must comply with UK charity law and fundraising regulations, including the Charities Act 2011 and data protection requirements. The letter typically outlines the organization's mission, specific funding needs, intended use of funds, and impact of donations. It must include necessary legal disclosures and appropriate data protection statements as required by UK legislation.

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What is a Soliciting For Funds Letter?

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.

What sections should be included in a Soliciting For Funds Letter?

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

What sections are optional to include in a Soliciting For Funds Letter?

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

What schedules should be included in a Soliciting For Funds Letter?

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) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

England and Wales

Cost

Free to use

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