TS-SFD-01
Trust & Stewardship
Strategic Fundraising & Development
CORE
Excellence
v2.9.7
Documented Fundraising Strategy
Evaluates the formal, board-approved fundraising strategy as a key instrument of Amānah (stewardship). This plan guides sustainable growth, ensures operational clarity, and builds trust. As a minimum, the strategy includes: context/SWOT, fundraising portfolio & target audiences, 1–3 year financial model (restricted/unrestricted), channel plan, KPIs, resourcing, governance, and referenced policies. The strategy must be proportionate to the charity’s size, income, and risk profile.
UK Charity Law
- Charities Act 2022 (s.162A) & Charities SORP (FRS 102) (Annual report fundraising disclosures)
- CC20 Charity fundraising: trustee duties (Fundraising plan, risk)
- CC3 The Essential Trustee (Strategy, compliance)
- CC14 Charities and investment matters (Ethical/Islamic policies)
- CC26: Charities and risk management (Fundraising risk appetite, risk register entries)
- CC19: Reserves (Align fundraising targets with reserves policy)
ISO Standards
- ISO 9001:2015 — Quality management
- ISO 31000 — Risk management
Excellence Frameworks
Related Criteria
Version
2.9.7
2025-11-05
Discussion (1)
Administrator
2026-03-07 11:07:52.577277
📋 **Version updated: 1.0.0 → 2.9.7** **Changes:** Updated islamic_references from mizan-297.json
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