Beacon CRM are offering a free guide entitled ‘From outsider to advocate: How to craft unforgettable supporter journeys with modern CRM’. If this could help to inform your thinking, you can download a copy from https://www.beaconcrm.org/offer/from-outsider-to-advocate-how-to-craft-unforgettable-supporter-journeys-with-modern-crm.
Author: Nick Swain
Simply-Docs policies updated
We know that many of you subscribe to simply-docs.co.uk for their data protection and other policy templates, and they have just updated a number to reflect changes to the DUAA, UK GDPR and PECR legislation. If you log into your account you should see a list of updates.
CIoF comments on Charitable Soft Opt-In
Most charities that we speak to, are still considering whether and where the benefits for charitable soft opt-in outweigh the costs and potential increased administrative burden. We encourage you to consider each use case individually, but meanwhile you might like to see what the CIoF has said using the link https://ciof.org.uk/news-policy-and-research/latest-news/navigating-soft-opt-in-and-new-guidance-from-the-ico/. Remember that you can […]
Legacy donors are changing
This is one of the insightful messages from The Legacy Giving Report 2026, just published and available for download from https://legacyfutures.com/. It suggests that Gen Z are often considering making a will earlier, sometimes in their 40’s. Their concerns and motivations may also differ from a more elderly generation of legacy donors. We recommend that […]
How well does your Board understand fundraising?
At the opening session of Fundraising Convention, CIOF chief executive Katie Docherty was reported as suggesting that some charities were cutting their expenditure on fundraising over concerns that the return on investment was taking too long. Does your Board see fundraising as something that needs to be invested in, or as just a cost? Is […]