We've just launched something new: a practical toolkit for compliant face-to-face fundraising.
Fundraising Compliance Starter Kit

Great face-to-face fundraising deserves standards that match it.

Twelve practical tools that turn the Code of Fundraising Practice into everyday habits for face-to-face fundraising teams — built by someone who's spent a decade doing this work, not just writing about it.

12
ready-to-use tools, covering the full compliance cycle
10+
years of hands-on face-to-face fundraising experience behind it
2025
grounded in the current Code of Fundraising Practice
4
practical categories covering the full compliance cycle, start to finish
What's inside

Twelve tools, grouped by what they actually do.

Not a random checklist — four groups covering the full cycle, from knowing the rules to catching what slips through. Built to cover face-to-face fundraising in all its forms: street, door-to-door, and private site.

Know the rules

Foundations

  • The Rules Behind This Kit
  • Key F2F Rules at a Glance
  • Fundraiser Code of Conduct & Standards
Stop problems early

Prevention

  • Vulnerable Donor Quick-Reference
  • Data Protection Basics
  • Site Risk Assessment
Everyday habits

Culture

  • Near-Miss Reporting
  • Pre-Shift Micro-Briefing
  • Compliance Champion Rotation
Handle & review

Response

  • Handling a Complaint, Step by Step
  • Fundraiser Onboarding Sign-Off
  • Annual Compliance Review (with KPI guidance)
Jonathan Levy speaking at the Fundraising Convention
Who We Are

Face-to-face fundraising deserves more credit than it gets. I've spent over a decade trying to show that.

Jonathan Levy, Chief Fundraising Inspector

“Too many people still see this work as something you do until you find something ‘better’, not a real career, not a real skill. I know exactly how wrong that is. I've done the job myself, and spent more than ten years watching others do it brilliantly too.

I've watched fundraisers handle constant rejection with real grace, show up again the next day, and grow into genuinely excellent professionals, often without anyone ever telling them how good they actually are. That's the talent most of the sector never gets to see. It's also exactly why standards, respect, and proper support matter so much in this profession.

Charities exist to tackle societal problems and, ultimately, make the world a better place, but they can't do this without public support. Face-to-face fundraising has proven to be one of the most effective ways to get that support, conversation by conversation. That work deserves complete integrity, from everyone involved, and that belief is behind every tool in this kit.”

A little more about Jonathan:

  • Proud career fundraiser
  • Chartered Institute of Fundraising Trustee
  • Qualified Assessor
  • Award-winning disability campaigner and Founder of Neurodiverse Fundraisers
  • Former Chair, Fundraising Convention Board
  • Deliverer of hundreds of face-to-face inspections across the UK
Why it's worth it

This is the work already done, so you don't have to start from a blank page.

Researching the current Code, drafting policies that actually hold up, and getting the tone right with your team takes real time — time most managers don't have.

Days
of research and drafting, done for you
£0
extra cost to use across your entire team, however large
1
upheld complaint often costs far more in time and reputation than this kit ever will

Get the full Starter Kit

A single, print-ready PDF covering all twelve tools, the current regulatory landscape, and the thinking behind why each one matters.

  • Twelve practical, ready-to-use tools
  • Grounded in the current Code of Fundraising Practice
  • Real 2025 complaint data from the Fundraising Regulator
  • Use across your whole team, no seat limits
  • Equally suited to charities, agencies, and fundraisers building toward their own agency one day
  • 5% of every sale goes to Scope, the disability equality charity
£129
One-off payment · instant download
Get the kit
5% of this sale goes to Scope, as part of TFI's ongoing commitment to Tzedakah — the Jewish principle of charitable giving.

Want more hands-on support?

This kit is a starting point, not the whole picture. The Fundraising Inspector also runs compliance audits, field inspections, training, welcome call reviews, neurodiversity support, and more — built around your own standards, whatever stage you're at.

Get in touch