Brad is on the roll of solicitors of England & Wales but does not hold a practising certificate and does not provide legal advice.
Updated June 2026 · England & Wales
Marketing is how most charities stay visible. Whether you are running a Christmas appeal, partnering with a coffee chain on a cause-related campaign, or posting on social media to recruit volunteers, you are doing marketing, and that means you are sitting inside a web of rules that cover advertising, fundraising, data protection and charity law itself.
I have written this page for trustees, charity managers and the commercial teams who work with them, because in my experience the legal pitfalls in charity marketing are rarely obvious until someone complains. The good news is that most of the rules boil down to a simple principle: be honest, be clear, and back up what you say. The detail is where it gets tricky, so let's walk through it.
Overview
Charity marketing law is not a single statute. It is a patchwork of rules drawn from the Charities Act 2011, the CAP Code (for non-broadcast ads) and BCAP Code (for broadcast ads) administered by the Advertising Standards Authority, the Fundraising Regulator's Code of Fundraising Practice, consumer protection legislation, and data protection law under the UK GDPR and the Privacy and Electronic Communications Regulations (PECR).
On top of that, anything involving a commercial partner triggers the 'commercial participator' rules in Part 13 of the Charities Act, which require a written agreement and specific disclosures to donors. The practical effect is that a charity promoting itself, or a business promoting a product linked to a charity, has to think about truthfulness of claims, how donations are described, whether consent has been captured properly for marketing contact, and whether trustees have signed off the arrangement. Getting this right protects public trust, which for a charity is worth more than any single campaign.
Key steps
Map the campaign before you write any copy. Identify every legal touchpoint: is there a commercial partner, are you asking for donations, are you collecting personal data, are you making claims about outcomes or impact? Each answer opens a different rulebook, and knowing which ones apply before the creative starts saves expensive rewrites and reputational bruises later on.
Pin down the donation mechanics in plain numbers. If a promotion says money goes to charity, you need to state exactly how much, on what basis, and for how long. A line like '20p from every pack sold between 1 March and 30 April goes to XYZ Charity' is the sort of specificity the CAP Code expects. Vague phrases like 'proceeds to charity' will not survive a complaint.
Put commercial participator agreements in writing. Where a business markets something on the basis that contributions go to a charity, the law requires a written agreement covering the parties, duration, how much the charity receives and how it is calculated. Trustees should see and approve it, and the charity should be able to audit what was raised.
Handle data like a grown-up. Email, SMS and phone marketing to individuals need a lawful basis under UK GDPR and, usually, consent under PECR. Keep clear records of when and how consent was given, offer an easy unsubscribe on every message, and suppress anyone on the Fundraising Preference Service. Sloppy data practice is where charities most often end up in the regulator's inbox.
Review, retain evidence, and be ready to justify claims. Before a campaign goes live, have someone independent check the copy against CAP Code rules on misleading advertising, substantiation, and comparative claims. Keep the evidence base, research, impact figures, donation calculations, on file for at least three years so you can respond quickly if the ASA or Fundraising Regulator comes asking.
Q What is a commercial participator and why does it matter?
A commercial participator is a business that, during its trade, promotes the sale of goods or services on the basis that part of the proceeds will go to a charity. The Charities Act 2011 requires a written agreement with the charity and specific statements to consumers about how much the charity receives. Getting this wrong can expose both sides to enforcement action and significant reputational damage, so trustees should always see the agreement before sign-off.
Q Does the CAP Code apply to social media posts by a charity?
Yes. The CAP Code covers marketing communications on a charity's own channels, including its website, social media posts, emails and paid-for ads. Influencer content paid for or controlled by the charity is also caught. The key tests are whether the content is promotional and whether the charity controls the message. Organic posts that simply report news can still fall inside the rules if they make claims about the charity's work that need to be substantiated.
Q Can we say '100% of donations go to the cause'?
Only if it is literally true and you can prove it. In practice, almost every donation has some processing cost, so claims like this are frequently challenged. A more defensible approach is to explain what donations are used for in realistic terms, or to specify that a named third party is covering administration costs so that every pound given reaches the beneficiaries. Keep the documentary evidence to back up whichever claim you make.
Q What rules apply to fundraising emails and texts?
Direct electronic marketing to individuals generally needs prior consent under PECR, and that consent must be specific, informed and freely given. You also need a lawful basis under UK GDPR, a clear privacy notice, and a working unsubscribe in every message. The Fundraising Regulator's Code of Fundraising Practice adds expectations around respectful contact frequency and responding to vulnerability. The Information Commissioner's Office has issued fines to charities that got this wrong.
Q Do we need trustee approval for every marketing campaign?
Not every campaign, but trustees remain responsible for the charity's reputation and compliance. In practice, boards usually approve the marketing strategy, budget and any commercial partnerships, while delegating day-to-day execution to staff under a clear policy. Significant or high-risk campaigns, national partnerships, politically sensitive messaging, large commercial participator deals, should come back to the board. Keep a written delegation framework so everyone knows where the line sits.
Q What happens if the ASA upholds a complaint against our charity?
The ASA will usually require the ad to be withdrawn or amended and will publish its ruling on its website. While the ASA does not levy fines, published rulings can attract press coverage and damage supporter trust. Repeated or serious breaches can be referred to Trading Standards or to broadcast regulators. Charities should respond promptly, cooperate with the investigation, and review internal processes to prevent recurrence.
Q How long should we keep records of marketing campaigns?
As a working rule, keep creative assets, substantiation evidence, donation calculations and commercial participator agreements for at least three years, and keep financial records in line with charity accounting requirements (usually six years). Consent records for electronic marketing should be kept for as long as you are relying on that consent, plus a reasonable period afterwards in case of complaint. Good record-keeping is the single best defence if a regulator asks questions.
Charity marketing sits across advertising rules, fundraising regulation and data protection law, and the risks are often hidden in the detail. An experienced legal adviser can talk you through the points that matter for your campaign based on what you describe on the call.
✓Plain-English answers to your specific questions about charity marketing rules
✓Practical perspective on commercial partnerships and donation wording based on what you describe
✓What to watch out for under the CAP Code and Code of Fundraising Practice in your situation
✓Help thinking through consent, data and trustee sign-off for your campaign
Personal call · For information only · Independent advisers
Written & reviewed by
Brad Askew Solicitor (non-practising)
Brad is on the roll of solicitors of England & Wales but does not hold a practising certificate and does not provide legal advice. LegalDocuments.co.uk is not a law firm and does not provide regulated legal advice.
This article is for general information only. It is a tool to help you find your way — not legal advice, and not a substitute for speaking to a qualified adviser about your situation.