The intrepid adventure was all in aid of the Foot Anstey foundation, managed by the Devon Community Foundation (in conjunction with other Community Foundations across the region), which supports numerous charities across the South West chosen by our employees. In total over £14,000 has been raised, smashing the original target by 40%.
The latest in a series of recent appointments, Foot Anstey is joined by two Charity specialists as the team continues to grow following new client wins.
The annual Foot Anstey Charity quiz, held at the Somerset County Cricket Club in Taunton, has raised and donated over £3,000 for Broadway Lodge, a residential addiction treatment and counselling charity.
Held in March, over 25 teams from across the region were put to the test with Guildhall Chambers emerging as the winners.
Foot Anstey has helped one of Cornwall’s top girls’ independent schools to join forces with one of the country’s most significant charitable education trusts.
Last week the Information Commissioner's Office (ICO) fined BHF and RSPCA for almost identical breaches of data protection law relating to wealth screening, data sharing and tele/data-matching. In the immediate aftermath of the publication of the ICO's unusually impassioned statement, the outrage and distress were palpable.
Direct marketing professionals and specialists working in fundraising teams will know that these personalisation and profiling methods have been part of core business for a significant time. However, the 'safety in numbers' myth has now been well and truly debunked. So, what next? In this article, Alexandra Leonidou, data protection specialist and senior associate looks at why, after a turbulent time for the sector, pragmatism is now needed.
The Charity Commission has launched a 12 week consultation in relation to its new power to issue an official warning to a charity. In a consultation paper, the Commission has set out how it proposes to approach the exercise of this new power, which will be used when the Commission considers that there has been a breach of trust or duty, or misconduct or mismanagement in the charity.
In this article, partner and head of Foot Anstey's charities sector Lucy Gill, summarises the scope of the consultation and initial reaction to the Commission's paper.
The Charity Commission has launched a new online annual return form. Registered charities with an income of more than £10,000 and all charitable incorporated organisations, will need to submit their annual return within 10 months of the end of their financial year.
In this article, partner and head of Foot Anstey's charities sector Lucy Gill, reports on the new rules.
Interns and volunteers provide a valuable resource for charities. However, the question of whether they are used appropriately has recently been brought into the spotlight and highlighted how vital it is that organisations understand the employment law obligations that are potentially owed.
In this article, partner and head of Foot Anstey's charities sector Lucy Gill, looks at the proposals for the new Regulator including how it will be funded.
The new Fundraising Regulator, an independent regulator of charitable fundraising, has stated that it aims to be operational from 7 July 2016.
The Charity Commission has recently released its new CC20 guidance for charity trustees on fundraising from the public.
In this article, partner and head of Foot Anstey's charities sector Lucy Gill, sets out the six key principles aimed at helping trustees comply with their legal duties on fundraising.
This article, written for Charity Finance Group by partner Tony Jaffa provides an update and some practical advice on how to prevent damage to your reputation as a result of failing to comply with data protection regulations.
It takes many good deeds to build a good reputation… and only one data breach to lose it. It is no secret that, in the current climate, every move a charity makes is being scrutinised by the media, and many others.
The Cabinet Office has published a timetable to explain when the different sections of the new Charities Act are coming into force. Largely these are broken down into three separate phases – July 2016, October 2016 and April 2017.
New guidance published by the Pensions and Lifetime Savings Association highlights that charities which have invested in the LGPS need to be aware of the potential risks it poses, including possible increases in contributions and exit debts.
Two guides have been published; one is an introduction to the Local Government Pension Scheme (LGPS) and the other focusses on gaining entry to the LGPS.
In this article, partner and head of Foot Anstey's charities sector Lucy Gill, explains what this means for charities and the reasonable steps you need to take.
A change in the law will come into effect from 6 April 2016 and will impact all companies, including charities and social enterprises (with a very limited exception for some companies limited by shares). As a result of the change companies will need to maintain a new statutory register in addition to their company books - the register of people with significant control (“PSC register”).
2015 – 2016 has been a stormy 12 months for providers of social housing, with a torrential onslaught of far-reaching changes that seem set to provide challenges for some time to come. In this article, senior associate Anna Phillips details how we can assist you in understanding, planning and structuring appropriately for all the far-reaching changes.
Whilst the sector was already coming to grips with the practical effects of Universal Credit, the dual effect of the Welfare Reform and Works Bill and the Housing and Planning Bill heralded worrying news.This included rent reductions (to add to the existing issues of Formula Rent) and presented significant questions: What is rent? Does it include service charges? Does it apply to licences as well as to tenancies? Which providers are caught?
The Charities (Protection and Social Investment) Act 2016 (“the Act”) received Royal Assent on 16 March 2016. Most of the provisions in the Act do not take effect immediately, but will soon come into force.
The aim of the Bill is to protect charities in England and Wales by giving the Charity Commission new and strengthened powers to tackle abuse of charities more effectively and efficiently, in order to maintain the “high public trust in charities”. Much of this responds to requests from the Commission itself for increased powers.
The Act will change the law in four areas. In this article, partner and head of Foot Anstey's charities sector Lucy Gill, sumarises the key points.
The Charity Commission has recently published draft guidance setting out the factors to consider when charity trustees are thinking about whether or not to provide funds to a non-charitable organisation.
In this article, partner and head of Foot Anstey's charities sector Lucy Gill, sets out the key principles that trustees must follow when making decisions about grant funding non-charitable organisations.
The Minister for the Cabinet Office, Matthew Hancock, recently announced that, from 1 May, all government departments will be required to include a clause in all new or renewed grant agreements with charities to prevent the funding being used for activity intended to influence parliament, government or political parties.
In this article, partner and head of Foot Anstey's charities sector Lucy Gill explains why the news has not been well recieved by many charities.
The government has revealed its plans to require employers with more than 250 employees to publish their gender pay gap data annually. Regulations will come into force from October 2016 and employers will have six months to prepare for a preliminary data snap shot in April 2017, and a further 12 months to analyse and publish the required information by April 2018.
The government has also stated an intention to produce publicly displayed tables by sector setting out employers' reported pay gaps. Partner, and equal pay expert Karen Bates, summarises the key headline points for employers.
2015 was not a good year for the reputation of charity fundraising.
A recent Charity Commission update has highlighted the importance of charities filing proper accounts on time. All charities with an annual income of over £25,000 are required to file accounts with the Commission. However, the Commission reports that thousands of these are in default, and recent research shows that 32% of accounts filed by charities are not of adequate quality.
A recent case has highlighted the importance of complying with legal requirements when disposing of charity land.
The Charity Commission has made clear that charities are able to engage in campaigning and political activities provided that they can be justified as furthering their charitable purposes. However, it is a fundamental principle of charity law that charities must maintain their independence and must never actively engage in any party political activity. Charity trustees must ensure that their charity maintains political neutrality.
The Charity Commission has warned charity trustees of the potential detrimental impact that dominant individuals can have on charity governance. In December, the Commission published its annual report of compliance and investigations case work. This year's report highlights the risks that arise when trustees fail to take collective decisions due to the excessive influence of dominant individuals.
Reputation and brand go hand in hand for many businesses, and therefore an attack on one is also an attack on the other. Recent research from the Economic Intelligence Unit found that up to 75 per cent of a business's value is attributable to its reputation, which means that protecting it is paramount.
The Law Commission has published its final report and draft bill on the law of making groundless threats of intellectual property (IP) infringement proceedings for patents, trade marks and design rights.
The producer of Polaroid cameras, C&A Marketing, has filed a patent lawsuit against GoPro in the U.S. District Court in Newark, over the design of its Hero4 Session camera.
As if negotiating the minefield that is automatic enrolment isn't complicated enough there are a number of issues which may have a more significant impact for charities than other employers going through the process. While they are not insurmountable issues, charities will need to take care in carrying out workforce assessments well in advance of their staging date.
Cage is not a charity but has been funded by charities, including the Joseph Rowntree Charitable Trust, ("JRCT") in the past. In March 2015, following statements by Cage about Mohammed Emwazi (also known as 'Jihadi John'), the Commission sought "unequivocal assurances" via email from JRCT that it would not again fund the advocacy group "now or in the future".
Whistleblowing continues to be a hot topic and, on 12 October 2015, the Charity Commission issued new guidance on its role to protect charity employees under whistleblowing legislation.
Judicial review is the name for court proceedings in which a judge reviews the lawfulness of a decision made by, or action taken by, a public body. To date, judicial review has on occasions been used by charities to challenge decisions which affect their beneficiaries or which in some other way impact upon their charitable purpose.
The results of a recent research study make interesting reading. The Charities Aid Foundation ("CAF") has just published research entitled, "Under the Microscope", which looks at the future of charities in Britain and, in particular, where the views of MPs and the voters differ.
In a Spanish case, the European Court of Justice has followed the Advocate General's ("AG's") opinion by finding that, for workers who do not have a fixed or habitual place of work, the time spent travelling each day between their homes and the premises of the first and last customers, designated by their employer is "working time" for the purposes of the Working Time Directive ("WTD").
With the recent negative press surrounding charity fundraising, legacy income has become even more valuable to charities across England and Wales.
Sir Stuart Etherington, the chief executive of the National Council for Voluntary Organisations (NCVO), has recently published his report as the Chair of the cross-party review of fundraising self-regulation. Following his appointment to the post by the Minister for Civil Society, Sir Stuart and the review panel heard from many across the charity sector on their views of fundraising over the summer months.
A consultation has been opened by Lord Hodgson calling on organisations which have been impacted by Part 2 of the Lobbying Act to complete a 33 question survey by 31 July 2015.
A consultation was launched by the Charity Commission and Office of the Scottish Charity Regulator on 18 June 2015 on proposed changes to the Statements of Recommended Practice: Accounting and Reporting by Charities (Charities SORPs) and will remain open until 18 September 2015.
With the EU referendum set to take place as early as next year, Sir Stuart Etherington, the chief executive of National Council for Voluntary Organisations (NCVO) has announced in a blog that they will complete a costs and benefits review of Britain's EU membership from the perspective of the voluntary sector.
The news that the Rich Mix Cultural Foundation, a charitable arts venue in east London, is being taken to the High Court by its local council in a dispute over funding is further evidence of the pressures that all sides are under in these times of austerity. Tower Hamlets Council provided £850,000 to the charity in 2003 after the costs of a renovation project went over budget.
Legacy Foresight recently stated that charity legacy income rose by almost 10% last year. The latest data from Legacy Foresight, which compiles data from 76 charities that are members of the Legacy Monitor Consortium, shows that members reported a combined legacy income of £1.24bn during the year up to March 2015, and over 48,300 legacy notifications were received within this period.
The Government introduced the Charities (Protection and Social Investment) Bill (the "Bill") on 28 May 2015 for its first reading in the House of Lords. The Bill seeks to amend the Charities Act 2011 to:
Over the last few years the trend for charities to collaborate or merge has continued apace. We are planning two events in June to address some of the issues which can arise when charities seek to work together or merge.
Local charities, clubs and community groups are being invited to apply for a share of £1m in funding from a community fund set up by the insurance company Aviva.
The results of a recent survey published by the Halifax bank suggest that most donors still do not use digital forms of giving. The annual Halifax Giving Monitor says that, in the last 12 months, only 9% of the representative sample of 2,000 British people gave money to charity by text and 13% through platforms such as JustGiving.
The Law Commission, an independent statutory body, is carrying out a major review of charity law. It has just published the second part of its project and is inviting comment on 40 proposed changes to charity law by 3 July. The Commission's stated aim behind its proposals is to remove unnecessary burdens on charities.
In the recent budget George Osborne, Chancellor of the Exchequer, said that the government would:
In its recent response to the consultation on charity audit and independent examination, the Cabinet Office announced its intention to:Increase the income threshold at which charities should have their accounts audited from £500,000 to £1million Increase the aggregate group income threshold at which parent charities should have group accounts audited from £500,000 to £1million
The Charity Commission is urging larger charities to test their resilience against fraud by completing a free online questionnaire.
In 2013 HMRC launched a service to enable charities to reclaim tax online. Initially charities had to submit a paper form to register for this service but HMRC has recently changed the system so that charities can now only register online. Please click here for more details.
The Legacies team hosted the South West Legacy Group on Wednesday 4 March in our Bristol Office. Clare Gallie, Director of Income Generation at the charity Tenovus Cancer Care, gave an enlightening talk to the group on her experience of securing a budget for legacy income development and then executing a strategy to drive up the £1million income the charity receives from legacies.