Schools' development sector news and updates

IDPE endeavours to keep individuals from the schools' sector up-to-date with relevant news from the education and charitable sectors, and news stories are selected based on their relevance. The views, thoughts and opinions expressed in these articles do not necessarily reflect the official policy or position of IDPE.

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Funding insufficient for enough staff or building maintenance, survey finds (State)
November 2023

Schools are unable to hire enough teachers to properly support learning, a survey of nearly 4,000 teaching staff shows. Whilst only 15 per cent of respondents said there had been enough investment in the upkeep of their school buildings. Read more…
IDPE calls for member input in response to the Code of Fundraising Practice review
November 2023
IDPE has been invited by the Fundraising Regulator, to feed into their national consultation on the Code of Fundraising Practice.

Help us to reflect the views of members and the wider schools’ development sector by sharing your views with us on how the code can be improved so that it provides an effective regulatory framework for schools’ fundraising now and in the future, including anything that might be missing.

You can get involved by either:
  • Emailing info@idpe.org.uk with your comments and suggestions, by Friday 17th November.
Private schools face a double VAT raid under new Labour plans that would stop them reclaiming tax on receipts
October 2023
If Labour wins the next general election, independent schools would be blocked from claiming back money spent on VAT for certain goods, services and building projects. Read more...
Social inequalities, climate change and other areas of sustainability are set to be even greater areas of focus for the new generations of donors, report finds
October 2023
A report from the US bank Citi, called Philanthropy and the Global Economy, says a wealth transfer from the 'silent and baby boomer generations' is resulting in new philanthropic values becoming priorities for donors. Read more...
Building a strategy for partnerships in 7 steps: built-in, not bolt-on
October 2023
In a blog post for the Independent Schools Council (ISC), Christina Astin, Astin Consulting, offers a roadmap for schools keen to create an effective partnerships strategy. Read more...
More disadvantaged students go for top university courses
October 2023
UCAS reports that more students from the most disadvantaged areas in the UK are applying to the most selective university courses than ever before, however the Sutton Trust charity says that the advantage gap has 'hardly shifted'. Read more...
2022/23 key stage 4 performance data reveals disadvantage gap has widened to highest since 2011
October 2023
The key stage 4 disadvantage gap index has widened compared to 2021/22, from 3.84 to 3.95 and is now at its highest level since 2011. Read more...
Bursary fundraising: developing a new campaign with Bristol Grammar School
October 2023
Nadine Latte, Director of Development, Bristol Grammar School, describes Bristol Grammar School's successful 500 Campaign, designed to increase its bursary funds, and considers the vital role of major donors in securing success, in an article for Independent School Management Plus. Read more (p.28)...
Closing the gap: schools gain support to close social divide
October 2023
Louise Bennett, CEO, IDPE, underlines the importance of bursary fundraising in providing access to educational opportunities for children from disadvantaged backgrounds, in an article for Independent School Management Plus. Read more (p.44)...
VAT on fees would deter Chinese families from UK schools, Boarding Schools' Association report finds
October 2023
Labour's plan to put VAT on fees could have an adverse effect on the number of Chinese families sending their children to study in Britain. A poll of nearly 1000 parents finds that introducing VAT on fees would have a negative impact on the decision-making of 60% of parents, with 9% saying it would make them choose another country for their children's education. Read more...
Coutts and NatWest UK trusts management company, the Ludlow Trust, launches new funding enquiry gateway
October 2023
The Ludlow Trust has launched the Ludlow Funding Enquiry Gateway, an online platform seeking to match charities looking for funding with the objectives of the 250+ charitable trusts managed by Ludlow Trust Company. Read more...
St Dunstan’s College win ISOTY Award for an Outstanding Fundraising Achievement, as results are revealed
October 2023
Congratulations to IDPE member's St Dunstan's College for winning the Development Award for an Outstanding Fundraising Achievement at the Independent Schools of the Year awards, and to all IDPE member schools who won awards. Read more...
Labour plans to add VAT to private school fees ‘won’t give state education boost it needs’
October 2023
Shaun Fenton, Head, Reigate Grammar School, warns that Labour's plan to impose VAT on private schools will not provide the funding boost state schools need. Read more...
New NFER report shows disadvantage gap between young pupils remains wider than pre-pandemic
October 2023
New research suggests the learning gap suffered by young pupils as a result of the pandemic is starting to narrow, but it remains wider than before the pandemic. Read more...
Inquiry ordered over England schools funding blunder
October 2023
Schools may have to redraw budgets for the next academic year after the Department for Education admitted it miscalculated its funding plans. Because the number of pupils was underestimated, an original plan of a 2.7% increase per pupil in England for 2024/25 has now been revised to 1.9%. Read more...
Charities urged to review their subcontracting relationships
October 2023
There is mounting evidence that some companies - operating as sub-subcontractors - are using fundraisers who are insufficiently trained and motivated by commission-based payment structures. This has resulted in high-pressure sales tactics that may well breach the Code of Fundraising Practice and threaten to undermine public trust and confidence in the sector. Read more...
Labour drops plan to strip public schools of charitable status
October 2023
The BBC reports that Labour have dropped their plans to end charitable status for private schools, but are still committed to removing other tax breaks if it wins the next general election. Read more...
ISC Chief Executive on Labour’s U-turn on charitable status and VAT on independent school fees
October 2023
Watch ISC Chief Executive Julie Robinson being interviewed about VAT on school fees and charitable status. Watch now...
Charity regulators respond to potential AI monitoring responsibilities
October 2023
'We remain mindful of its potential risks' - Fundraising Regulator
Civil Society reports that charity regulators have responded to suggestions that they could be charged with regulating the use of artificial intelligence (AI) within the sector. A government white paper states that sector-specific regulators will implement the government's AI framework. Read more...
WhatsApp launches channels for organisations to keep in touch with followers 
October 2023
WhatsApp has launched new 'Channels', a one-way broadcast tool for admins to send text, photos, videos, stickers and polls. Read more...
The importance of state partners for independent schools
September 2023
Dr Margaret Hunnaball, researcher in residence at the School Partnerships Alliance, draws from her own research findings to reflect on the value of cross-sector partnerships in a blog for the Independent Schools Council. Read more...

Explore the importance of partnerships further at the HMC and IDPE 2024 School Bursaries and Partnerships Conference on Wednesday 31 January 2024 at BMA House, London. Find out more...
VAT on fees will force some private schools to close, Labour warned
September 2023
Samantha Price, Headmistress, Benenden, has said that Labour's pledge to end tax exemptions if it wins power would lead to some schools closing their doors. Read more...
Mental health among UK secondary pupils worsened sharply in pandemic, study shows
September 2023
According to a study by researchers at the University of Oxford's psychiatry department, secondary school pupils in the UK experienced significantly higher rates of depression, social, economic and behavioural difficulties, and overall worse mental wellbeing during the Covid pandemic. Read more...
RSAcademics releases The New Art of Headship 2023
September 2023
IDPE corporate partner RSAcademics has published The New Art of Headship exploring nine major challenges that heads are now wrestling with, based on RSAcademics' research findings into the attitudes, qualities, actions and skills of effective heads. Read more...
Schools' Enterprise Association overview and update webinar
September 2023
The Schools' Enterprise Association (SEA) are running a webinar on Wednesday 20 September 2023 to explore the enterprise journey with advice on how to maximise the commercial return on five classes of school assets. Read more...
In-memory giving market worth up to £2.4bn
September 2023
Civil Society reports that charities in the UK receive between £1.8bn and £2.4 bn a year through in-memory fundraising, according to new research by Legacy Foresight. Their report shows that the in-memory giving market has grown significantly over the past decade. Read more...
The importance of state partners for independent schools
September 2023
'As independent schools face an uncertain future, perhaps this is a fitting time to reflect on what students, staff and schools from both sectors can gain from working together in equitable partnership,'
Dr Margaret Hunnaball, Researcher in Residence, School Partnerships Alliance, reflects on the value of cross-sector partnerships in an article for the Independent Schools Council. Read more...
UK social mobility at its worst in over 50 years
September 2023
The Institute for Fiscal Studies (IFS) has found stark disparities in earnings based on geography and ethnicity, concluding that moving up the social ladder in Britain has become harder than at any point in more than half a century for children born into poor households. Read more...
Finalists announced for the Independent Schools of the Year 2023
September 2023
The judges of the Independent Schools of the Year awards have released the finalists for each category of this year's awards. Congratulations to all IDPE members who have been nominated. The winners will be announced at an awards ceremony on Tuesday 10 October 2023. Read more...
Schools struggle over RAAC crumbling concrete measures
September 2023
The BBC reports that schools affected by unsafe concrete are battling to secure surveys, while temporary classrooms could take months to build. A governor of a closed school told the BBC none of the engineers suggested by the government were available. Read more...
Which schools in Scotland have RAAC and why haven't they closed?
September 2023
Questions have been raised about the safety of some school buildings in Scotland after it emerged that 35 have been found to contain potentially dangerous concrete. In Scotland, some school buildings containing the material are also closed but others remain open and are checked regularly. Read more...
Funding for the Provision or Upgrading of Sports Facilities (Scotland)
September 2023
Sport Scotland's Sport Facilities Fund supports capital projects that create or improve places where people take part in sport and physical activity. Read more...
ICO publishes new guidance regarding protecting personal information when sending bulk emails  
September 2023
The ICO has published new guidance on protecting personal information when sending bulk emails, warning charities to use alternatives to the BCC email function when sending emails including sensitive personal information. The guidance contains information on the legal obligations that should be followed and a checklist to be followed. Read more...
Eton: Free sixth-form colleges plans approved by government
August 2023
Eton College has partnered with Star Academies to create open selective sixth-form centres in Dudley, Middlesbrough and Oldham. They hope to offer 'transformational outcomes' for young people in disadvantaged areas. Read more...
Gen Z motivated to volunteer by cost-of-living crisis
August 2023
A new report by Censuswide states that 52% of Gen Z repondents said that the cost-of-living crisis made them want to volunteer, the most of any age group. Read more...
40% of charities using tech to boost fundraising in response to current challenges
August 2023
UK Fundraising reports that charities are responding to financial challenges by increasing their fundraising and marketing activity and using more technology to reach people and encourage donations. Read more...
Text donations drop more than a quarter in a year
August 2023
UK Fundraising reports that charity donations via phone-paid services (text giving) fell 28% in 2022-2023, according to the latest Phone-paid Services Authority Annual Market Review, conducted by Analysys Mason. Read more...
A-level results reveal 'growing disparity' between most and least advantaged students
August 2023
Rishi Sunak’s government has been accused of making the country’s stark educational divide even worse, as this year’s A-level results showed a 'growing disparity' between the most and least advantaged students. Read more...
Regulator warns charities to ensure all sub-contracted fundraisers abide by code
August 2023
It comes after undercover footage showed apparent breaches of the Code of Fundraising Practice by representatives trying to raise funds for two major charities. Read more...
A-level results day 2023: everything you need to know
August 2023
A-level results day this year is on Thursday 17 August 2023. Here are all the essential details you need to be aware of ahead of the big day. Read more...
UK Gov publish annual statistics on young people's participation in higher education, including their background characteristics
August 2023
The Department of Education has provided statistics on measures of widening participation in higher education. Read more...
Scottish pupils get exam results
August 2023
More than 144,000 young people across Scotland are receiving their grades for National 4s and 5s, Highers and Advanced Highers. The proportion of pupils awarded an A, B or C at Higher has fallen from 78.9% in 2022 and 89.3% in 2020 to 77.1% this year. The pass rate was 74.8% in 2019. Read more...
New My Charity Commission Account service now live  
August 2023
The Charity Commission’s new My Charity Commission Account service went live on Monday 31 July, and charities will no longer be able to file annual returns through the existing system. Read more...
5-minute guides for charity trustees
August 2023
Explore the Charity Commission's 5-minute guides to refresh your knowledge on managing finances, conflicts of interest, reporting information, and more. Read more...
Fundraising Regulator survey on sharing information about fundraising complaints
August 2023
The Fundraising Regulator is asking for support in identifying where it may need to review its reporting on fundraising complaints data from charities. Complete the survey by Friday 18 August 2023. You do not need to be registered with the Fundraising Regulator to take part. Read more...

Having a complaints policy with clear guidance on reporting complaints is essential. Make sure that you have clear guidance at your school.
The government should expand access to independent schools for children in care
July 2023
The Times explores research from the Royal National Children's SpringBoard Foundation which evaluates access for children in care to state boarding and independent school places. Read more...
Bringing school communities together: fundraising as a change agent
July 2023
In an article for Independent School Management, Bill Friar, Director of Development, Haberdashers' Elstree Schools, considers whether fundraising can bring disparate school communities together and concludes it does if you can answer a few key questions successfully. Read more (p.26)...
Celebrating the impact of schools' development
July 2023
In an article for Independent School Management, Lou Bennett, CEO, IDPE, looks ahead to some key IDPE initiatives and encourages all schools to participate in the upcoming IDPE 2023 Development Awards and Celebration of Giving. Read more (p.39)...
Quarter of charities use AI in day-to-day operations
July 2023
Civil Society explores a new report that states more than a quarter of charities are regularly using artificial intelligence (AI). Some 27 out of 100 charities polled on AI for the Charity Digital Skills Report 2023 said that they were currently using it in their day-to-day operations, while a further 26 said they were planning to do so. Read more...
Charitable giving by FTSE 100 companies drops a quarter in a decade, research suggests
July 2023
UK Fundraising reports that FTSE 100 companies gave £1.85 billion to charities last year, which is 26% less than the £2.51 billion they gave a decade ago, according to new research by the Charities Aid Foundation (CAF). Read more...
NCVO encourages charities to divest from fossil fuels
July 2023
NCVO, the charity membership body, has launched a campaign that encourages charities to voluntarily divest from fossil fuels. #FuellingPositiveChange is calling on the charity sector to consider moving investments away from businesses that are involved in the production of fossil fuels such as coal, oil, gas and tar sands. Read more...

Public doesn't back Labour's tax raid on private schools, poll suggests
July 2023
The Telegraph reports that the public does not back Labour's plans for private schools, with a total of 48 per cent of respondents agreeing that schools should keep relief, including the VAT exemption on fees. Read more...

Labour private school tax raid could cost taxpayers £300m – and force 40,000 pupils into the state system
July 2023
A new report warns that tens of thousands of children will be forced to drop out of Britain's best schools if Labour brings in its controversial tax policy. Read more...
Sir Keir Starmer to deliver 'major speech' on education this week
July 2023
Schools Week reports that Labour has announced a series of education policies ahead of a 'major speech' by Sir Keir Starmer later this week. Policies announced so far include a £2,400 retention bonus for early career teachers, reinstating the requirement that teachers either have qualified teacher status or be working towards it, and new regional 'school improvement teams'. Read more...
London Academy of Excellence Tottenham Head, Jan Balon explains the widespread benefits of cross-sector partnerships
July 2023
In an article for The Guardian, Jan Balon, Head, London Academy of Excellence Tottenham, describes how his students are teaming up with their counterparts at a nearby private school, Highgate School. Read more...
IAPS chief executive Chris King warns that all independent schools are at risk under Labour's tax plans
July 2023
In an article for School Management Plus, Chris King, Chief Executive, Independent Association of Prep Schools (IAPS), warns that middle-sized schools with 'bloated' offers, high staffing and falling rolls are more at risk than well-run small schools who know their markets. Read more...
What soaring fees did to the middle class dream of private education   
June 2023
Telegraph Money explores the impact of rising fees and stagnant wages on families' ability to pay for independent education. Read more...
The LoveReading4Kids Funding for Schools Scheme
June 2023
Up to £5k funding available to buy books for state school libraries (England). Read more...
Charities gain new powers as more legislative changes come into force
June 2023
The latest set of changes being introduced by the Charities Act 2022 have now come into force. The Charity Commission has updated its existing guidance to reflect these changes, which includes flexibility for trustees when seeking to dispose of charity land and new powers around the use of permanent endowment. Read more...
Philanthropy in practice: Reading School case study
June 2023
In an article for FundEd magazine, Jas Chhokar, Society Manager, Reading School, shares how the school, which celebrates its 900th anniversary in 2025, has developed rewarding relationships with many key partners. Read more (p.20)
Benchmarking the benefits: state schools can reap the rewards of investing in a fundraising function
June 2023
This article for FundEd magazine explores the results of the latest IDPE Schools' Fundraising and Engagement Benchmarking Report and how it shows that state schools can reap the rewards of investing in a fundraising function. Read more (p.31)
The King's Birthday Honours List 2023 – congratulate recipients from your school community
June 2023
View the list of everyone who has been given an honour for the HM The King's Birthday Honors List 2023 and make sure to congratulate any recipients from your school community. Read more...
NLCF Awards for All grants to double to £20,000 as part of new seven-year strategy
June 2023
Third Sector reports that the maximum Awards for All grant to communities will double to £20,000 this autumn, as part of a seven-year strategy revealed today by the National Lottery Community Fund. Read more...
New EDSK research investigates how much money could be raised by charging VAT on private school fees
June 2023
With the debate over the taxation and charitable status of private schools becoming increasingly high-profile, this EDSK research note investigates the source and credibility of the often-cited £1.6 billion figure to assess whether it deserves to be included in discussions about the future of private schools. Read more...
Funding available for projects supporting children from armed forces families
June 2023
The Armed Forces Covenant Fund, through the Force for Change programme, fund projects which make a real difference to Armed Forces communities locally. They support projects that offer support to Armed Forces communities to help with needs that may not have been addressed in the past. This can also include funding for pilot projects; or to try new ways of offering local support. It can also include projects that build on earlier work that you have done. Read more...
Independent-state school partnerships 'inspire and encourage all pupils' 
June 2023
Joe Spence, Master of Dulwich College and Co-director of the Southwark Schools Learning Partnership, writes to The Times in response to Robert Verkaik's article on social mobility within the legal profession. Outlining the range of benefits arising from cross-sector partnerships, Dr Spence writes that, rather than barring access, independent school networks can be an 'engine of social mobility'. The letter can be found halfway down the page. Read more...
Contextualised Data Service (CDS) 2023 applications
May 2023
If you have pupils in your school who are likely to have received Universal Credit
 at any time during the six years prior to making a UCAS application then this service may support them. 
The Contextualised Data Service (CDS) is specifically for schools in the independent sector who are supporting pupils from financially less advantaged backgrounds to make applications to university through UCAS. Read more...
Grantmaking by largest foundations rose by 13% during pandemic, ACF reports
May 2023
The Foundation Giving Trends 2022 report, released by the Association of Charitable Foundations (ACF), shows that the country's 300 largest grantmakers distributed grants worth £3.7bn that year compared with £3.3bn in 2019-20. The rise is despite foundations' total income falling by 10% in 2020-21, partly due to the impact of the pandemic. Read more...
Big Give Christmas Challenge open to charity applications
May 2023
The UK's biggest match fund campaign, the Big Give Christmas Challenge, is now open for charities to apply to take part. Big Give expects 2023 to be a record year, once again. Read more...
UK's richest gave £1.1bn more to charities last year
May 2023
Civil Society reports that Britain's wealthiest have given £3.4bn to charity in the past year, up by £1.1bn on the previous year's total, according to newly published data. According to the new list, seven members gave more than £100m in the past year, and 42 gave £10m or more. Read more...
ISC's 2023 Census reveals record amounts are being spent on bursaries
May 2023
The Times reports on the findings of the Independent Schools Council's (ISC) 2023 Census, which reveals record amounts are being spent on bursaries — more than £1 billion from schools themselves — and independent schools have been supporting more than 2,000 Ukrainian pupils. Read more...
Submit your nominations for the ISOTY 2023 Awards 
May 2023
Nominations are still open for the Independent Schools of the Year awards 2023. Entries will close on Tuesday, 6 June 2023. Find out more...
Promoting social mobility: an inspirational bursary journey
May 2023
Simon Jones, Director of Development, The Manchester Grammar School, believes that far from being a barrier to social mobility, as some opponents claim, independent schools have, from their origin, led the way in transforming the lives of young people from disadvantaged backgrounds. Narrating the ear of the Direct Grant and Assisted Place schemes, he celebrates the extensive high-value, transformational bursary programme The Manchester Grammar School operates today. Read more... (p.32)
Professional development: the key to being the best we can be
May 2023
Louise Bennett, CEO, IDPE, urges development professionals to make time to share ideas and build networks at the IDPE 2023 Annual Conference. Read more... (p.45)
£2bn more donated to charities in 2022, says CAF report
May 2023
Latest CAF report shows £2bn increase in donations last year due to higher value gifts, rather than more people giving. Read more...
New report explores current donor attitudes and behaviours
May 2023
As the cost of living crisis continues to bite, the Donor Pulse Report looks at current donor attitudes and the gap between donation intent and behaviour. Read more...
New Charity Commission guidance warns of the risks associated with cryptoassets
May 2023
Civil Society reports that The Charity Commission has updated its CC8 guidance to reflect the rise of digital payments and cryptocurrency donations. The updated guidance sets out the role strong internal financials controls can play in ensuring trustees can safeguard their charity's assets and use them properly. Read more...
Participants and volunteers for sponsored events see sharp decrease over last five years 
May 2023
According to a new NCVO report - Time Well Spent 2023 - some of the key ways people volunteer have declined over the past years. The proportion of people raising money or taking part in sponsored events has gone down from 11% to 6%, while those organising or helping to run an activity has halved from 14% to 7%. Read more...
Charities' legacy income has increased to the highest total since 2017
April 2023
Legacy income for charities in England and Wales reported to the Charity Commission increased by 13.2% from 2021 despite there being 10,000 fewer deaths than in 2021, the report says. Read more...
Independent school fee increases average 7.1 per cent next academic year
April 2023
The Telegraph reports that schools are raising fees by as much as 12 per cent for day pupils and 22 per cent for boarders in next academic year. Rising energy, food and wage costs are also being passed on to parents, with schools also responding to the possibility that a Labour government could add 20 per cent VAT to fees. Read more...
Hybrid fundraising jobs increased by 900% in three years, CIoF figures show
April 2023
Fundraising jobs in charity sector sees huge rise in hybrid working, an increase of more than 900% in hybrid roles being advertised, while onsite roles have declined by 64%. Read more...
Funding to help unlock decarbonisation in the public sector
April 2023
New phase of funding opens to state schools on 26th April for decarbonisation project. Read more...
National Lottery Heritage Fund to offer £3.6bn in grants over next 10 years  
April 2023
Civil Society reports that The National Lottery Heritage Fund has announced plans to make £3.6bn-worth of grants as part of its 10-year strategy. The funder's investments will be guided by four new investment principles: saving heritage, protecting the environment, inclusivity/accessibility and organisational sustainability. Read more...
CIOF asks how can we grow charitable giving in the UK
March 2023
With 32% of people not being asked to give to charity in 2022 (up from 21% in 2016), the CIOF have launched a new survey to ask, 'how can we grow giving in the UK'? Read more...
The new Data Protection and Digital Information Bill
March 2023
Three key takeaways for charities from the new Data Protection and Digital Information Bill (DPDI), including good news for supporter recruitment, email communications and website engagement. Read more...
Nominations now open for Independent Schools of the Year Awards 2023
March 2023
Nominations are open now for the Independent Schools of the Year Awards 2023, including the award for Fundraising which was won by IDPE member Haberdashers' Aske's Schools (Habs) in 2022. Find out more and enter...

Don't miss Habs' case study presentation 'We're all in this together', by Director of Development, Bill Friar, at the IDPE 2023 Annual Conference. IDPE 2023 Annual Conference.
ISC research suggests that Labour's school fee tax plans would leave parents 'scrambling' for top state places
March 2023
ISC analysis suggests a shift of 25% of independent school pupils will move to state sector if Labour's plan to add VAT to school fees succeeds, with 'damaging' impact to social mobility. Read more...
Quarter of private sector staff 'not proud' to work at their school
March 2023
In a new survey, TES identifies major challenges around staff wellbeing facing private schools. Read more...
Private schools need reinvention, not abolition
March 2023
In an article for The Spectator, Ross Clark discusses the Labour Party's plans to end the charitable status of independent schools. Read more...
Multi-million funding round opens with focus on keeping children safe from violence
March 2023
UKFundraising reports that The Youth Endowment Fund (YEF) has opened a new multi-million pound joint funding round, aimed at helping local authorities find ways to keep children safe from violence outside the home, including criminal exploitation. Read more...
Take part in the Confidence Index 2023 survey   
March 2023
It only takes around 5 minutes to take part in IDPE corporate partner MTM's Confidence Index 2023 survey. This annual survey to heads, bursars and heads of marketing and admissions working within independent schools includes a section for development professionals for the first time. Read more...
Almost 40% of one-off donations now made by digital wallet
March 2023
UKFundraising reports that digital wallets are now used to make 39% of one-off donations, according to the latest annual report from goDonate. The Online Donations Insights Report is compiled from an analysis of anonymised donations data as part of £25mn in income handled by goDonate in the past 12 months on behalf of UK charities. Read more...
1 in 8 more likely to leave gift in Will since pandemic
February 2023
UKFundraising reports that a UK consumer survey for Remember A Charity has found that 21% of people say they are now more likely to support charitable causes in their lifetime than before the pandemic, while 1 in 8 (12%) are more likely to include a gift in their Will. Read more...
Rising costs force most schools to cut spending, finds DfE survey
February 2023
Schools Week reports that, according to school leaders and teachers surveyed by the DfE, 91 per cent of schools cut spending on at least one area between November 2021 and 2022. Read more...
Education in a war zone: a year in a Ukrainian school
February 2023
In an article for TES magazine, on the anniversary of the invasion of Ukraine, a school group operating in Kyiv and Dnipro reveals the horrors of war – and the unbreakable optimism of education. Read more...
Promote regular giving
February 2023
Creating an annual fund that people can donate to on a regular basis is one way of supporting stand-alone projects and extra-curricular activities. Louise Bennett, CEO, IDPE, profiles two schools (Pate's Grammar School and Dr Challoner's Grammar School) which have done just that. Read more...
Charities Aid Foundation UK Giving Report 2022
February 2023
CAF's UK Giving research is the largest study of giving behaviour in the UK. The 2022 report shows not only how the UK's giving habits have changed following the easing of lockdown restrictions, but also how the public responded to the crisis in Ukraine. Read the full report...
Fundraising in the UK: Donor Behaviour Insights 2023
February 2023
Blackbaud have released a new Donor Behaviour Insights Report showing the lastest trends in donor behaviour in the UK. Blackbaud surveyed over 1000 donors in the UK to understand the motivations of why people give. Read more...
Key findings from the IDPE and Gifted Philanthropy's Schools' Fundraising and Engagement Benchmarking Report 2022  
February 2023
In an article for Independent School Management Plus, Louise Bennett, CEO, IDPE, and Chris Goldie, Director, Gifted Philanthropy, examine the key findings from the latest benchmarking report which shows fundraising is back on track following the pandemic. Read more (p47-48)...
Stewardship - supporting donors life-long journey 
January 2023
In the latest edition of the Independent School Management Plus magazine (pages 42-44), Laura Firth from Bolton School and Erin Charles from The Perse School, explain how they steward their respective school communities, and share their top tips for conveying those two all-important words, thank you! Read more…
University of Kent launch new Fundraising Apprenticeship
January 2023
The University of Kent's Fundraiser Apprenticeship is designed to support individuals who are looking to progress their career in fundraising. The course takes place over 13 months with 1 day-a-week distance learning, run by some of the top names in the field including Dr Beth Breeze. Read more…
Alternatives to AmazonSmile
January 2023
Following the news that AmazonSmile will close as of 20 February, UKFundraising rounds up the alternatives and how they work. Read more...
Special Big Lunch & Big Help Out announced for King's coronation weekend
January 2023
The King's coronation weekend will see a Coronation Big Lunch, and volunteering event The Big Help Out take place as part of the festivities. On Monday 8 May, members of the public will be invited to take part in The Big Help Out, which will encourage people to try volunteering for themselves and join work going on in their local areas. Read more...
The case for long-term philanthropy
January 2023
The Wolfson Foundation has now passed the £1 billion milestone in terms of grants awarded (over £2 billion in today's money), with the funds going to support thousands of projects across the UK. The foundation's Chief Executive, Paul Ramsbottom, has written an article reflecting on the value of taking the long-term view of philanthropy. Read now...
MPs vote to reject independent school tax relief bid
January 2023
Labour has called tax breaks for private schools "inexcusable," as it renewed its call to strip them of their charitable status, however the party's bid for a special committee on the issue was eventually rejected, with MPs voting by 303 to 197 to dismiss a motion to set up the group. Read more...
Over 50s in the UK spend 807 million days volunteering or caring
January 2023
Over 50s in the UK give a total of 807 million days of unpaid time a year caring or volunteering for others, worth over £66 billion, according to a survey by Saga. Read more...
No significant recovery for charity sector until 2024, data indicates
January 2023
UK Fundraising reports that charities are not only in the midst of a cost-of-living crisis, but a charity sector crisis that is set to continue into 2024 before any significant recovery is seen. Charity Excellence's data for June 2019-December 2023 (based on charity data and forecasting data) shows that that key performance metrics have been deteriorating since late 2021. Read more...
Support and guidance on charity finance and reporting
January 2023
The Fundraising Regulator has published new research and guidance to support compliance with fundraising reporting requirements, whilst a new programme of free webinars has been announced on charity finance. 
Volunteering intentions from young adults could see extra 2.5m give their time this year 
January 2023
UK Fundraising reports that charities could see up to 2.5 million new volunteers aged 18-34 across the UK this year. Polling for Pro Bono Economics, carried out by Opinium, found that one in six from this age group plan to start volunteering in 2023. Read more...
Half of people more inclined to give at Christmas, despite many feeling worse off
December 2022
UKFundraising reports that, according to new research from Enthuse, half (48%) of people say they are more likely to give at Christmas than during the rest of the year, rising to 69% for Gen Z. Enthuse's Donor Pulse Winter 2022 report also shows that 83% of those who have given in the last three months plan to give at Christmas, although nearly two in five (38%) are not yet fully committed. Read more...
'Bring back the direct grant scheme', says Barnaby Lenon
December 2022
ISC chair Barnaby Lenon has suggested that the government should bring back the direct grant scheme rather than put VAT on school fees. This is in response to the debate over the possibility of a future Labour government putting an end to independent schools' tax breaks gained through charitable status. Read more...
Labour's private school plans are 'economically illiterate', headmaster warns
December 2022
'I don't see how anyone benefits. The children in schools who are disrupted won't benefit, the community won't benefit if schools need to make difficult decisions about where they can allocate their resources... and the Government doesn't benefit, because by year five, it ends up costing them money.'
In a Sundary Telegraph article, David Goodhew, Headmaster, Latymer Upper School, claims that Labour's plans to remove the charitable status of independent schools are 'economically illiterate'. Read more...
Private schools' £480m help for poorest pupils as value of bursary places rises by 30% in ten years 
December 2022
The Daily Mail reports that figures now show that private schools have boosted the value of bursary places for disadvantaged pupils by 30 per cent in a decade. Read more...
More guidance for top earners 'could generate £1.4bn extra' for charities
December 2022
Civil Society explores new research which recommends more financial guidance for philanthropists and suggests that the top 1% of earners in the UK could generate an extra £1.4bn a year for charities. Read more...
How charities & businesses are using GivingTuesday – the round up
December 2022
UK Fundraising explores a selection a ways charities and businesses are using GivingTuesday in its 10th year. Read more...
Independent schools add £16.5bn to the economy and £5.1bn in tax contributions, analysis shows 
December 2022

Private schools contribute an annual £16.5billion to the economy and provide as many jobs as Asda, Sainsbury's and Co-op combined, according to a report out this week from the Independent Schools Council amid fears that hundreds of independent institutions could close under Labour plans to put VAT on fees. Read more...

IDPE's Celebration of Giving: ToucanTech Winners! 
December 2022
IDPE corporate partners ToucanTech celebrate the IDPE development award nominees and winners from their ToucanTech customer community. Read more...
Broadening Education Pathways Scheme - targeted access for Looked After and Vulnerable Children to independent schools' bursary award schemes
November 2022
The Broadening Education Pathways Scheme provides priority access to a boarding or independent day school place for Looked After and Vulnerable Children (LAVC). Find out more about the scheme, read the FAQs and see the scheme's pledge.
Poor pupils will pay price of Labour's private school plan
November 2022
Frank Young writes for The Times on the effects of a future Labour government stripping Britain's private schools of charitable status. Read more...
The conspiracy against grammar schools
Novemeber 2022
'Two political parties were prepared to destroy – irrevocably – more than 1,200 proven grammar schools to make the new comprehensives possible.'
Peter Hitchens writes for the Spectator on the descruction of grammar schools. Read more...
Giving Tuesday
November 2022

Giving Tuesday is a day that encourages people to do good.  Join other organisations from across the charitable sector in celebrating Giving Tuesday on 29 November 2022Read more...
2022 Status of UK Fundraising report
November 2022

IDPE corporate partner, Blackbaud, has released its fifth status of UK fundraising report exploring fundraising trends across the wider chartible sector. Read more...
CAF launches £3m fund for small charities 
November 2022

Charities Aid Foundation (CAF) has launched a new £3m fund for small charities working to improve social equity in their communities. Read more...
Celebrating school partnerships
November 2022
Alongside IDPE's Celebration of Giving, this week is Partnerships Week, celebrating school partnerships, and the release of ISC's annual cross-sector report of cross-sector partnerships between independent and state schools, Celebrating Partnerships 2022. Read more...
Small steps, big ambition
November 2022
IDPE Member, Alison Cox, Development Director at Aylesbury Grammar School explores how to get started in fundraising in the state sector, and embed a culture of giving in your school (read pages 9-12) Read more...

Letter to ISC schools on political and economic threats
November 2022

The ISC have produced a letter on the current political and economic threat to the sector, and the need for all schools to take action, encouraging all heads, bursars and governors to read it. Read more... (IDPE members will need to be logged in to read this article)

One-off donations drop due to cost-of-living crisis, research suggests
November 2022
Civil Society reports on new research that suggests almost one in 10 people are holding back from on-off donations due to to increasing living costs. Charities Aid Foundation's (CAF) UK Giving research suggests the strain on household budgets continues to affect charity donations, with 9% of people choosing not to make a one-off donation last month as a direct response to the rising cost of living. Read more...
Sutton Trust research illustrates the need for step change in the education recovery plan 
November 2022
The first set of briefings from the COVID Social Mobility and Opportunities (COSMO) Study have been published by the Sutton Trust focusing on the effects of national lockdowns on pupils' learning; education recovery and pupils' access to catch-up; and how COVID-19 has impacted the future plans and aspirations of young people. The findings illustrate the need for a step change in the education recovery plan in order to ensure we protect the life chances of a generation. 
Charity Tax Group welcomes updates to Gift Aid guidance
October 2022
The Charity Tax Group has welcomed recent updates to HMRC guidance on loan waivers and loan repayments, which clarify the requirements for each to be considered a qualifying donation for Gift Aid relief. 
 Read more...
Charity Commission publishes summary of Charity Act changes due this autumn
October 2022
The Charity Commission has published short summaries of the changes to the Charities Act coming into force this autumn. They include changes to how trustees can be paid for providing goods to the charity, what charities need to do when appeals raise too much or too little, and how they can amend Royal Charters. 
 Read more...
Many trustees are unaware of their basic responsibilities, says regulator 
October 2022
Charity Commission research suggests some trustees are not aware of their individual and collective responsibilities, the regulator has said.  The regulator plans to write to all registered charities over the next month, urging their main contacts to sign up to the service.
  Read more...
Increase in digital donations post-pandemic 
October 2022
Charities have seen a shift towards digital donations in recent years, according to a new study, Giving: A new landscape.  Read more...
Mini-budget impact on Gift Aid
October 2022
The Government will bring forward the 1 percentage point cut to the basic rate of income tax to April 2023, 12 months earlier than planned, but there will be a four-year transition period for Gift Aid relief, with the income tax basic rate relief at 20% maintained until April 2027. This means in practice that charities and schools can continue to claim Gift Aid  at 25p for every £1 of eligible donation made between 6th April 2023 and 5th April 2027.   An HMRC Factsheet can be read here.  Read more...
Fundraising Regulator launches review of Code of Fundraising Practice
October 2022
The Fundraising Regulator is carrying out a two-year process of updating the Code of Fundraising Practice, and is currently seeking views on how it could be improved.  Read more...
Stay in touch: the rise of international school alumni networks
October 2022
Simon Lock, TES, explores how  keeping in contact with past pupils 'can help make them more likely to recommend the school to others'.  Read more...
The importance of partnerships 
October 2022
New school standards minister, Jonathan Gullis, says large multi-academy trusts could use partnerships with private schools to roll out beyond London and the South East, such as the partnership between Eton and Star Academies to build three sixth forms in the North and Midlands.  Read more...
Funding for schools more likely to be lower than promised 
October 2022
Following reports that ministers have said schools will receive more funding in 2023-24, Schools Week analyses provisional school budget data by the National Education Union and asks whether schools really will be given additional money.  Read more...
Capital campaign fundraising: Sherborne 360
October 2022
As Sherborne School enters the final stages of their capital campaign for a new sports centre, Sherborne 360, Head of the Sherborne Foundation, Adrian Ballard, shares their journey in the latest edition of the Independent Schools Management Plus magazine (P.36-37).  Read more...
How will the cost of living crisis affect giving 
October 2022
'It is vital that regular giving is pushed forward with gusto and with an immense display of past and future benefit.'  John Rux-Burton, Founder of Shared Vision, explores the impact of the cost of living crisis on giving.  Read on...

 
School fundraising is about moral purpose
September 2022
Writing for School Management Plus, Philip Britton, Head of Foundation, Bolton School and IDPE Chairman of Trustees, explores how fundraising for bursaries ensures that a school can be true to its core mission and create a truly diverse student body. Read more...
Finalists for the Development Award for an Outstanding Fundraising Achievement
September 2022

Congratulations to the finalists of the Independent Schools of the Year's Development Award for an Outstanding Fundraising Achievement: Brighton College Dubai; Haberdashers' Elstree Schools; Knightsbridge School; Rugby School – The Rugbeian Community; and Sherborne School. Take a look at the full list of finalists in all categories here.

The IDPE Development Awards are back this year - look out for more informaiton on how you can nominate your school coming soon!

Schools urge parents to help plug funding gap
September 2022
Some parent bodies helping with core costs, raising fears of growing gap between rich and poor areas. Read more...
Independent Schools Guide: all-inclusive educational opportunities 
September 2022
The independent sector in Scotland is determined to make their schools fully accessible. Read more...
Department of Education says schools should close on September 19 for Queen's funeral
September 2022
'This day will be a bank holiday and settings that are normally closed on a bank holiday should close on this day as a mark of respect. This will include schools and colleges.'

Schools Week reports on the government announcement that schools and colleges should close on Monday September 19 for the Queen's funeral which will be a bank holiday. Read more...
Advice to charities during period of national mourning
September 2022
Civil Society explores the advice available to charities during the current period of national mourning following the passing of Her Majesty, Queen Elizabeth II, including guidance from NCVO and CIoF. Read more...
Independent Schools of the Year 2022 Finalists
September 2022
Congratulations to the finalists of the Independent Schools of the Year 2022 awards. The winners of each category will be announced at an awards ceremony being held on Tuesday 11 October 2022 at 18:00. Find out more...
School funding crisis: Doing nothing is not an option
September 2022
TES explores the financial crisis facing schools amid calls from the CEO of the Confederation of School Trusts for action from Whitehall to help the sector survive the winter months ahead. Read more...
Fundraising Regulator unveils its new five-year Strategic Plan for 2022-27 
September 2022
The Fundraising Regulator has published its first Strategic Plan as an established regulatory body, covering the period 2022 – 2027. With the plan, they intend to move into the next phase of their development while ensuring that they continue to respond appropriately and flexibly to changes in the charitable fundraising sector. Read more...
Video campaign launches ahead of Remember A Charity Week
August 2022
UK Fundraising reports that Remember A Charity has launched an emotive video ahead of September's Remember A Charity Week, to celebrate the sector's collaboration to grow the legacy market and help charities open up conversation with supporters around legacy giving. Read more...
Transforming Lives disrupted by the war in Ukraine
August 2022
Loughborough Grammar School write about how they are now supporting three children who had fled the war in Ukraine on fully funded bursaries, thanks to the generosity of their alumni and friends. Read more...
Why Black philanthropy matters
August 2022
Writing for Civil Society, Patricia Hamzahee, Co-founder of GiveBLACK, shares that the organisation seeks a self-sustaining model of giving within Britain's Black communities. Read more...
Charity Commission releases guidance on changes to charity law
August 2022
The Charity Commission has released guidance for charitires on expected changes as a result of the Charities Act 2022, which will amend the Charities Act 2011. The Charity Commission will publish updated guidance when the changes take effect this autumn and throughout 2023. Read more...
Thames Hare & Hounds 70th Alumni Race 2022
August 2022
Since 1953, Thames Hare & Hounds has hosted the Alumni Race, an annual 5 mile cross-country run in which runners compete for a team of their old school. It takes place on a Saturday in December on Wimbledon Common, where Thames started the sport of competitive team cross-country running over 152 years ago. The date for this year's race is Saturday, September 17th, 1500 hrs. Find out more...
Tax rules clarified for buildings named after donors  
August 2022
UK Fundraising reports that HMRC has released clarification in response to confusion over whether the rules meant naming buildings after donors could be regarded as a benefit. Read more...
How the pandemic has shaped charity donations
July 2022
nfpResearch have published a mini-report sharing their data on the way that the pandemic has affected charity donation patterns. Read more...
New report consolidates data, insights, trends & predictions for post-pandemic charity sector
July 2022
UK Fundraising writes that a report has been published that consolidates the findings of over 80 reports and data sources and outlines post pandemic trends and forecasts for the charity sector. After the Storm – Charity Horizons is by Leesa Harwood from By the Waves Charity Consulting covers areas including economic and resourcing trends, income generation data, governance, and risk insight. Read more...
We need more private schools 
July 2022
Frank Young, editorial director at the Civitas think tank, writes in The Critic questioning Labour's independent school tax policy. He argues in favour of more independent school places, particularly those accessible to local middle-class families. Read on...
Looking beyond donations: engaging your audiences during the cost of living crisis
July 2022
With more and more reasons for the public to be tightening their purse-strings, NFP Research looks at ways that charities can get people involved without directly asking for donations. Read on...
Charity Commission warns that Trustees should think carefully before investing in cryptocurrency
July 2022
The Charity Commission has warned charities to tread carefully when investing in cryptoassets, as it is still unclear how these will evolve. Read on...
Louise Bennett in conversation with Independent School Management Plus
July 2022
Watch IDPE's CEO, Louise Bennett, in conversation with Dr Helen Wright about the work of IDPE and the effect that the pandemic has had on fundraising and giving. Watch now...
Shortlist announced for the Independent Schools of the Year 2022
July 2022
Independent School Parent magazine has announce the commended schools which have been shortlisted in its awards programme, Independent Schools of the Year 2022. The finalised will be published on Wednesday 7 September 2022 and the winners will be announced at an awards ceremony in October. Congratulations to all the IDPE member schools who have been shortlisted. Read more...
Starmer urged to consider 'implications' of removing charitable status for independent schools
July 2022
Sector bodies have advised the Labour party to consider "unintended consequences and potential implications for other parts of the sector" after it pledged to remove charitable status from private schools.
Read more...
Figures to the end of March show legacy income rose 15% in a year
July 2022
New data from Legacy Foresight's Legacy Monitor benchmarking programme shows that legacy income for its charities saw an annual increase of 15% in the 12 months preceding the end of March 2022, reaching £1.67 billion.
  Read more...
CAF figures show continuing decline in donor numbers 
July 2022
New research from Charities Aid Foundation shows the number of people giving to charity in the UK is declining significantly. Between January and April 2022, an estimated 4.9m fewer people said they donated to charity or sponsored someone in the previous year, compared to the same months in 2019. Read more...
When a school really is a charity
June 2022
John Pitt, Headmaster, RGS Worcester, explores how responses to the pandemic and recent conflict in Ukraine have 'demonstrated why our schools are charities' and that 'what we do makes a very real and direct difference', in an article for independent schools magazine. Read more...
Too much focus on a small minority getting to the top, warns SMC chair
June 2022
Katharine Birbalsingh, Chair of the Social Mobility Commission, sets out her vision for a broader view of social mobility, arguing that the social mobility world is too fixated with a small minority of people from poor backgrounds getting into the best universities and elite professions'. Read more...
The role of school leaders in relation to fundraising
June 2022
Louise Bennett, CEO, IDPE, reflects on the role of school leaders in relation to fundraising, with a case study from Dr Challoner's Grammar School on the development office and headteacher work together to achieve results. Read more...
Charities can increase future donations by investing in donor loyalty, report says 
June 2022
The Chartered Institute of Fundraising and About Loyalty, a research-based consultancy, analysed donations made by almost 49,000 donors to 12 charities since 2019 to determine the impact of growing loyalty on future giving. The report found that charities which prioritise increasing donor loyalty will receive higher fundraising incomes in the future. Read now...
UK social mobility tsar wants to focus on small steps not giant leaps for social mobility 
June 2022
Katharine Birbalsingh says aim is to move away from fixation on small minority of rags to riches tales. Read now...
The value of independent schools 
June 2022
ISC releases report on the value or independent schools, showing the important and positive contribution they make to the education system, and support economic prosperity both locally and nationally. Read now...
IDPE launches phase 2 of its 2022 benchmarking survey
May 2022
Everyone who completed phase 1 of the IDPE and Gifted Schools' Fundraising and Engagement Benchmarking survey will now have received an email explaining how you can participate in phase 2. This will be a series of surveys to complete over a six-week period, which you can complete when you want around your workload. By taking part in phase 2, you will be supporting schools to identify their strengths, manage expectations and enhance performance.

If you did not receive your survey links, or would like to participate in phase 1 of the benchmarking survey, please contact the IDPE office info@idpe.org.uk.
Sunday Times Giving List
May 2022
This year's Sunday Times Giving List shows a rise in environmental donations, while younger people and people of colour are increasingly donating and driving change. Read more...
Fundraising Regulator's new self-reporting tool
May 2022
The Fundraising Regulator has recently launched a new self-reporting tool, which will allow organisations to self-report fundraising incidents where there may have been a  breach of the Code of Fundraising Practice to the Fundraising Regulator. Read more...
Nominations closing for the Independent Schools of the Year 2022
May 2022
Nominations close for this year's Independent Schools of the Year on Friday 27 May 2022. Find out more about this year's categories and submit your entry here.
Friend-raising: extending the donor base by increasing participation
May 2022
Henry Cosh, Development Manager, Radley College, recalls a financially successful fundraising campaign driven by a desire to make friends and increase participation, in an article for Independent School Management Plus. Read more (p38)...
Making connections: why relationships matter
May 2022
The foundation of any schools' development programme is building relationships. In an article for Independent School Management Plus, Louise Bennett, CEO, IDPE, explores the importance of making connections across your community to achieve fundraising success. Read more (p41)...

Making connections is the theme for this year's IDPE 2022 Annual Conference in June. Book your place now to explore how to strengthen our relationships across the school community, and maximise on the potential of these connections to enhance our fundraising and engagement programmes. Find out more...
HMRC simplifies guidance on Gift Aid and naming rights
May 2022
HMRC has updated its Gift Aid guidance (paras 3.19.1 and 3.19.8) relating to naming a building after a donor, and whether that's a benefit for Gift Aid purposes.
ISC Census
May 2022
ISC has released their annual census providing a picture of where independent schools sit within the UK's educational landscape and an update on independent schools' commitment to bursaries. The census is based on a survey carried out in January. All 1,388 schools in UK membership of the constituent associations of ISC completed the survey. Read more...
Cryptocurrencies, NFTs and the future of fundraising
May 2022
The Fundraising Regulator reflects on the impact of technology on the future of fundraising, including cryptocurrency and non-fungible tokens (NFTs) and the possibilities they offer charitable institutions for both donations and engagement with new donors. Read more...
Find school places for Ukrainian refugees 
May 2022

The Good Schools Guide explores the ways that host families for Ukrainian refugees can help Ukrainian children find the right school and apply for a place, including finding places at state, independent and online schools, and other ways that support can be given. Read more...
How charities are using Instragram and TikTok
May 2022
UKFundraising explores how Instragram users can now create fundraisers and donate in Reels. Fundraisers can be created for more than 1.5 million nonprofits, with Meta's Earth Day announcement post drawing attention to a number of high-profile Instagram users raising money to build awareness on environmental issues including climate change and sustainability. Read more...

Meanwhile, Civil Society reports on how charities are reaching new audiences through TikTok, with Shelter, Battersea, British Red Cross and The Black Country Living Museum having over 1.7 million TikTok followers between them. Read more...
Positive impact of live virtual events on stewardship highlighted in new report
May 2022
According to a report commissioned by Fundraising Everywhere with the support of Everywhere+ and JustGiving, live virtual events hold the greatest opportunity for charities when used for engagement and stewardship interactions. The research found that live virtual events fill a gap in charity digital programmes that typically focus on acquisition. However, it also found huge opportunity for charities that continue to use live virtual events and meetings to interact with and steward existing and potential donors. Read more...
Independent Schools of the Year 2022
April 2022
With 22 award categories, nominations for the 2022 Independent Schools of the Year awards close on Friday, 27 May! Why not tell the judges your stories and celebrate the outstanding student experience your school provides.  Apply now...
'Tell stories about the impact your bursaries and partnership work has on real people'
April 2022
IDPE corporate, Juliet Corbett or Juliet Corbett Consulting shares how schools can approach fundraising for bursaries in light of the rising cost of living and consequences of economic sanctions on Russia.  Read on...
Changes to law around failed fundraising appeals to come into force this autumn
April 2022
From this autumn charities should find it easier use money donated to a fundraising appeal, which did not reach its target or exceeded its target, for other similar purposes. The Charities Act 2022 received royal assent in February, and today the government set out the implementation plan. Other measures set to come into force this autumn include changes to ex-gratia payments, where a charity may want to show goodwill as well as remuneration to trustees to providing goods and services to their organisation. Read more...
Low take up of tax relief on donations means charities could be missing out on millions
April 2022

Charities could be missing out on over £940 million a year through donors failing to claim tax relief on the money they give, research from Handelsbanken Wealth & Asset Management suggests. The nationwide study of just over 2,000 people found 60% of charity supporters are not claiming tax relief on donations distinct from money given directly through their salary. Based on ONS UK population estimates, it estimates these donations to be worth around £4.7 billion, which with 20% tax relief would yield more than £940 million for charities. Read more...

Future FWD creative conference to be hosted by Warwick Independent Schools Foundation
April 2022
'Society is navigating through a pandemic and post-pandemic era, with significant implications for education and the workplace. I believe schools must reflect these seismic changes in their approach to education, otherwise we will lose our relevance, and risk being disconnected from the communities we serve.' Richard Nicholson, Foundation Principal, Warwick Independent Schools Foundation

A new concept in education conferences, Future Fwd, will be hosted by Warwick Independent Schools Foundation on Monday 4 – Tuesday 5 July 2022. Future Fwd is focused on Next Generations, and how educationalists and business leaders can enable them to be the changemakers of tomorrow. Therefore, the traditional conference format is reimagined to be a practical, future-focused, creative conference, with young people at its core. Read more...
Schools supporting Ukraine
April 2022
IDPE member schools are responding proactively to the Ukrainian crisis, with some schools fundraising to support the humanitarian efforts, including Bedales, Bryanston and Mount Kelly, whilst others like Brighton College and Colfe's School are offering places for Ukrainian refugees.  Share with us how your school is responding to the Ukrainian crisis.
Legacy income forecast to exceed £4bn per year
April 2022
'The underlying drivers of legacies remain robust and even in our most pessimistic scenario we expect to see considerable growth both in the number and value of legacy donations for charities.' Jon Franklin, Chief Economist, Legacy Foresight

Civil Society reports that legacy income is expected to bring in an average of £4.2bn per year for charities, as predicted by Legacy Foresight. This is a 26% increase on the average legacy income of the previous five years. Read more...
Cost of living rises see monthly donors drop by 2 million
April 2022
UK Fundraising reports that the cost-of-living crisis has seen two million fewer people in the UK donate last month, according to data from Charities Aid Foundation. CAF's research also reveals that six in 10 (58%) people plan to cut back on discretionary spending over the next six months in order to manage their bills. Read more...
Colfe's School welcomes first Ukrainian refugee pupils
April 2022
12 young refugees from Ukraine are starting at Colfe's School on scholarships for Ukrainian pupils. The school has stated that they will look after the children 'for as long as it takes' and that supporting their mental health will be 'absolutely vital'. Read more...
Schools facing 'perfect storm' of financial pressures
April 2022
'Not only are schools dealing with many of the same issues affecting individual households, but they are also struggling with the long-term financial effects of the Covid-19 pandemic.'

TES magazine explores the financial pressures that schools are currently faced with, including rising costs for gas, electricity, catering and building materials. Read more...
Commission flexibility that allows all charities to hold remote meetings to end
March 2022
Charities will need to ensure that their governing document allows them to hold remote meetings if they want to continue to do so from 22 April. Read more...
John Lyon's Charity commits extra £4 million a year to support children and young people 
March 2022

John Lyon's Charity, a London funder supporting the children and young people sector, has committed an additional £4 million across the sector in one year. This is to help tackle the impact of Covid-19, and is on top of its usual grant giving of around £12 million. Read more...

Government promises three-year transition period to plug Gift Aid gap
March 2022
The government has announced plans to reduce the income tax rate to 19% from April 2024, however, they have said a three-year transition period would effectively maintain what charities can claim from the tax relief at similar levels in the short term. Read more...
Nominations now open for the Independent Schools of the Year Awards 2022
March 2022
Nominations are now open for the Independent Schools of the Year Awards 2022. Make sure to submit your nomination for one of the 22 categories before Sunday 29 May 2022. Read more...
How people reach out when the world is in trouble
March 2022
John Rux-Burton, Founder and Managing Director, Shared Vision, explores giving trends in times of worldwide need, in the context of the current Ukraine crisis. Read more...
Responding to the invasion of Ukraine
March 2022
Juliet Corbett, Director, Juliet Corbett Consulting explores how schools can respond to the Ukraine crisis, considering the people affected, the financial implications, how to fundraise sensitively and the future risks. Read more...
1 in 5 donors now include a charity in their will
March 2022
UK Fundraising reports that almost 1 in 5 UK charity donors now leave a gift in their will, up from 14% in 2013. The findings are from Remember A Charity's consumer benchmarking study surveyed over 2,000 charity donors aged 40+ to track legacy giving attitudes and behaviour over the past eight years. Read more...
Schools 'lack funding' for careers guidance
March 2022
TES magazine explores a Sutton Trust report which suggests that all schools should have a professional careers advisor because the quality of careers guidance is too varied. Research shows that nearly a third of teachers in state schools say they do not have enough funding to deliver quality careers guidance to their students, compared with 6 per cent of those in private schools. Read more...
Due diligence on donations
March 2022
In light of the 'heightened attention' on accepting Russian donations, underlined by the Fundraising Regulator's CEO last week, Louise Bennett, CEO, IDPE, takes a look at what every school should know about donations and due diligence. Read more...
Charity Commission statement on Ukraine crisis and its implications for charities
March 2022
Helen Stephenson, CEO, Charity Commission, releases a statement on the implications of the Ukraine crisis for charities, including guidance on considering whether or not to accept donations. Read more...
Ukraine invasion sees regulator warn charities to 'know their donors'
March 2022
UK Fundraising reports on the Charity Commission's guidance following Russia's invasion of Ukraine and advice from the Chartered Institute of Fundraising and NCVO. Read more...
Fundraising regulator warns that charities must be 'extra vigilant' about accepting donations linked to Russia
March 2022
Third Sector reports on the call from Gerald Oppenheim, Chief Executive, Fundraising Regulator, for charities to be 'extra vigilant' about accepting donations connected to Russia and to refer to the Code of Fundraising Practice and to Charity Commission guidance if they were concerned about the origin of any donation. Read more...
Fundraising during an emergency
March 2022
Daniel Fluskey, Head of Policy and External Affairs for the Chartered Institute of Fundraising, looks at fundraising in the context of an emergency following the invasion of Ukraine. Read more...
How charities and civil society can support Ukraine
March 2022
NCVO explores how organisations can support Ukraine, and the impact of the war on charities in the UK. Read more...
National Careers Week (7 - 12 March 2022)  
March 2022
National Careers Week (NCW) is a celebration of careers guidance and free resources in education across the UK. Ahead of next week, UCAS are keen to engage with stakeholders UK wide on their current and future careers information, advice and guidance. Read more...
Legacy income grew by 12.5%  
March 2022
Legacy income grew by 12.5% last year after a significant fall in bequests in 2020. Read more...
Partnerships with impact: new free webinar series  
March 2022
ImpactEd, who will be presenting at this year's IDPE 2022 Annual Conference, have partnered with Astin Consulting to offer a free, two-part webinar series (16 and 29 March) aimed at those working on independent/state school partnerships. The series will provide practical tools to better understand and evaluate the impact of partnership work. Sign up now...
Safe and responsible fundraising as Covid-19 restrictions lift
February 2022
The Chartered Institute of Fundraising and the Fundraising Regulator have updated their guidance to support charitable organisations across the UK to carry out safe and responsible fundraising as Covid-19 restrictions lift.
Read more...
Chartered Institute of Fundraising launches Researchers in Fundraising: Best Practice Guide and Handbook for Prospect Research
February 2022
The Researchers in Fundraising: Best Practice Guide and Handbook for Prospect Research is a new, one of a kind, crowd-sourced resource created by prospect researchers for prospect researchers. For the first time in the UK, comprehensive and up to date information and guidance on the diverse range of skills and knowledge required for successful, professional, and ethical prospect research in the UK and internationally will be brought together through a central online hub. 

This project is a unique collaboration written by a colossal team of prospect research professionals from numerous countries who volunteered a huge amount of time to collectively discuss, write, review, amend and finalise the content. What has resulted is an in depth and wide-reaching resource from a brilliant hive mind of professionals. 

The handbook is offered in an accessible, user-friendly format, at an affordable price starting at just £75. To purchase the handbook, visit www.rifhandbook.info. For any questions or to get involved with the Handbook project, please get in touch with us by emailing Researchers@institute-of-fundraising.org.uk
Bolton School raise over £1m for bursaries and hardship funding 
February 2022
'That we have continued to thrive throughout the pandemic is credit to the strength and commitment of our community.' says Head of Foundation and IDPE Chairman, Philip Britton. Read more... 
The Portsmouth Grammar School's post-lockdown Giving Day
February 2022
Melanie Bushell, Development Director, The Portsmouth Grammar School, explains how The Portsmouth Grammar School used a post-lockdown Giving Day to transform its bursary fundraising activities in an article for Independent School Management Plus. Read more... (article on p.36)
The importance of bursaries and partnerships for social mobility 
February 2022
Louise Bennett, CEO, IDPE, explores how the independent sector can play a role in addressing educational inequality through developing successful partnership and bursary programmes in an article for Independent School Management Plus. Read more... (article on p.41)
Climate change research projects awarded share of £20.2 million by the Wolfson Foundation
January 2022

In its latest funding round, the Wolfson Foundation has awarded over £20 million to projects in education, research, culture and health. The three highest awards for research were made in areas that help to mitigate and adapt to climate change and its effects. Congratulations to all successful schools, including IDPE member Dr Challoner's Grammar School. Read more...

Benenden to triple bursary places by end of 2024
January 2022
Independent Education Today reports that Benenden School has launched a bursary and partnerships campaign that aims to triple the number of bursaries it offers by the end of 2024. Currently standing at eight, the aim is to have 24 bursary funded students in the school at any given time. Read more...
Funding guides: the reading list
January 2022
A reading list of useful printed funding directories to support with applications to support schools seeking funding and grants. Read more…
Engagement: the foundation of effective fundraising for schools
January 2022
'The pandemic has given development teams the time to take a step back and focus on engagement. As we return to some normality, it will be essential to continue to find the time to prioritise engagement.'
In an article for IDPE corporate partner MTM Consulting, Louise Bennett, CEO, IDPE, explores the importance of building relationships within the school community as the foundation of any successful schools' development programme. Read more…
A quarter of eligible donors don't use Gift Aid when giving
January 2022
UK fundraising reports that Research from Charities Aid Foundation (CAF) shows that 23% of donors who work more than 30 hours a week and pay income tax do not claim Gift Aid when giving. According to the Charity Finance Group, although Gift Aid is worth £1.3 billion to the charity sector, very year more than £500 million goes unclaimed. Read more…
New research on the stereotypes formed at a young age, their long-term impacts and what can be done to tackle them successfully
January 2022
In an article for the Higher Education Policy Institute, Nick Chambers, CEO, the Education and Employers charity, explores how research shows how children as young as six often rule out options for themselves because of the ingrained stereotypical views they have about the jobs people do based on their gender, ethnicity and socio-economic backgrounds. Once this mindset is established, it is difficult to change, influencing the subjects they study and career paths they take as adults. Read more…
How to ensure the best chances of success for your funding applications
January 2022
Fundraising UK has asked charities and foundations for their advice on how to make your applications stand out for the right reasons, as well as (in the case of the charities) what's worked for them. Tops tips include knowing your audience and appealing to their priorities, eliminating internal jargon and sector speak, knowing your financials, and making sure your proposal passes the 'so what, who cares' test. Read more…
Blackbaud acquires social impact tech firm EVERFI
January 2022
IDPE corporate partner Blackbaud has announced its acquisition of global social impact technology firm EVERFI, with the aim of working together in the technology and data-driven impact space to help more organisations support the education of children in the UK. Read more…
Haberdashers' schools commit to record £3.2m in financial assistance
January 2022
Independent Education Today reports that Haberdashers' Boys' School and Haberdashers' Girls' School have vowed to award a record level of financial aid to pupils' families in the current academic year, spending £3.2m over the course of 2021-2022 to help 161 families who would otherwise be unable to afford to send their children to the schools. Eighty-four students have been granted full bursaries for their fees, with many also given support for coach transportation, school lunches, academic trips and music lessons. Read more...
The Fundraising Regulator has updated its COVID-19 fundraising guidance
January 2022 
The Fundraising Regulator has updated its COVID-19 fundraising guidance to include changes introduced by national Governments such as face masks and vaccine passports. Read more...
How the pandemic is changing the UK giving landscape
January 2022
In an article for Civil Society, Catherine Mahoney from Charities Aid Foundation summarises the findings from CAF's 2021 UK Giving Report. Read more...
Funded partnerships teachers at RGS Newcastle
December 2021
RGS Newcastle has been working with local industry and foundations to fund partnerships teachers. In an article for the Independent Schools Council (ISC), John Smith, Director of Partnerships at the school, explains how the model is developing in practice. Read more...

John will be speaking about raising attainment in the North East alongside Susan Beck, Director of Development and Communications, Royal Grammar School Newcastle, at the upcoming HMC, IDPE and AGBIS 2022 School Bursaries and Partnerships Conference. Find out more here.
UK Sepsis Trust working in collaboration with Iceland Foods Charitable Foundation to protect all UK school students from this deadly condition
December 2021
The UK Sepsis Trust (UKST) and Iceland Foods Charitable Foundation (IFCF) have extended their Sepsis Savvy awareness campaign to schools at The Schools and Academies Show in Birmingham. Developed in collaboration with education professionals, the new resources comprise free, downloadable lesson plans and resources for all key stages, intended to help protect students and their families against this life-threatening condition associated with 1 in 5 deaths worldwide (11 million people – that's one life every 3 seconds).Parents and teachers looking for more information on how their schools can get involved, are encouraged to visit sepsistrust.org/schools
Chartered Institute of Fundraising explores the challenges ahead
November 2021
In an article for Civil Society, Daniel Fluskey from the Chartered Institute of Fundraising reflects on the findings from CAF's latest UK Giving research. Read more...
Parentkind's Parent Voice Report 2021
November 2021
Parenktkind have released their 2021 Parent Voice Report, their seventh Annual Parent Survey which is representative of all people in a parenting role in England, Wales and Northern Ireland. Read more...
1.6 million fewer people gave to charity in 2020, finds CAF's UK Giving Report
November 2021
An estimated 1.6 million fewer people gave to charity in 2020 than the previous year, although the overall amount donated increased, according to latest research from Charities Aid Foundation. Read more...
Charity Commission updates safeguarding guidance
November 2021
The Charity Commission has updated its safeguarding guidance for trustees to include a new section on online safety. Read more...
ISC Celebrating Partnerships booklet 2021 
November 2021
The ISC has published this year's Celebrating Partnerships booklet, which aims to raise awareness among politicians, stakeholders and influencers within education of the breadth of partnership work between state and independent schools. Read now...
State your case
November 2021
Louise Bennett, CEO, IDPE, writes for FundEd Magazine about the importance of a strong case for support, how to get started, and how to bring it to life. Read more...
ICO consultation - Data: a new direction 
November 2021
The ICO has launched a consultation on reforms to the UK's data protection regime.  Of particular interest to schools' development is the potential extension of a soft opt-in to charities and political parties for electronic communications, and to create a limited, and exhaustive list of legitimate interests for which organisations can use personal data without applying the balancing test in order to give them more confidence to process personal data without unnecessary recourse to consent.  IDPE will be submitting a response to the consultation on behalf of members, please contact Louise Bennett to share your feedback ahead of the consultation closing on Friday 19 November.  Read more...
CAF launch international network 
November 2021
CAF is to strengthen and grow the services it offers to philanthropists and businesses that donate across borders through a new international network.  Read more...
'The toolkit is a great step forwards to get more [schools] to be brave.'
November 2021
Listen to Louise Bennett, CEO, IDPE in conversation with Sir Mark Grundy, CEO, Shireland Collegiate Academy Trust, as they discuss why the Wolfson Foundation supported the creation of the new State school fundraising toolkit, developed by IDPE and More Partnership
Listen now...
IDPE member school, Chestnut Grove Academy, shares how they successfully secured Wolfson grants
November 2021
Development Manager of Chestnut Grove Academy, Sharon Noble, shares how they successfully secured two Wolfson grants in a recent article for FundEd magazine.  Read more... 
'Leaders are key to school fundraising success'
November 2021
Louise Bennett, CEO, IDPE, looks at the key ingredients that make development work pay off in an article for School Management Plus. Read more...
UK charity legacy income predicted to reach £5bn in 2030
November 2021
Legacy Foresight reports that total UK legacy income grew from £800m in 1990 to £3bn in 2020, a doubling in value in real terms, with new figures showing that legacy incomes will reach £5bn a year by the start of the next decade. Read more...
Do more to promote volunteering to school leavers and new retirees, government told
November 2021
Civil Society reports that a group of MPs have told the government they should encourage volunteering by sending promotional packs to all school-leavers, retirees and new British citizens. Read more...
'Remarkable' 10-year school funding 'squeeze'
October 2021
TES explores a report from the Institute of Fiscal Studies showing that spending increases have not kept pace with growth in pupil numbers. The report shows that between 2009-10 and 2018-19, spending per pupil fell by 8% in real terms in England, while since then, total school spending per pupil has risen by about 8% in real terms to reach just below 2009-10 levels. Read more...
Fundraising platforms – 5 tips for what to consider when making your choice
October 2021
With Virgin Money Giving closing at the end of this month, many charities have been considering their options for online giving. UK Fundraising considers the five things to consider when making your choice of fundraising platform. Read more...
'From Here to Diversity' A Practical Guide to recruiting Black and Asian charity trustees
October 2021
Action for Trustee Racial Diversity have published 'From Here to Diversity', guidance specifically designed to support boards with recruiting Black and Asian charity trustees. The guide, which has been supported by the Co-op Foundation, explores:
  • overcoming the barriers to a more racially diverse board
  • reaching and engaging diverse networks
  • best practice in Black and Asian trustee recruitment
  • inclusion and succession
The guide can be downloaded for free (pdf).
Trustees Week will kick off on 1 November.
Bursaries: 'If your adverts don't reach the right people, they are to no avail'
October 2021
'Schools must ensure they are reaching the right people and operating a fair selection process when it comes to bursaries.'
IDPE's Chairman Philip Britton writes for School Management Plus about the importance reaching out as widely as possible to ensure that they are reaching the right people for bursaries. Read more...
Fundraising and giving platforms for charities
October 2021
UK Fundraising provides a helpful list of platforms that can let charities fundraise and your supporters give or fundraise for you. Read more...
ISC responds to The Times article about overseas satellite colleges
October 2021
ISC chief executive Julie Robinson responds to an article in The Times looking at overseas franchise schools and their use of gift aid. Read more...
Get involved in Charity Fraud Awareness Week
October 2021
Charities are being encouraged to take part in Charity Fraud Awareness Week, running from 18-22 October 2021. The purpose of the week is to raise awareness and help protect charities from fraud and cybercrime.  A new website has been launched by the Charity Commission and the Fraud Advisory panel which is designed to give charities information, advice and practical tools to prevent fraud.
Independent Schools of the Year 2021 Award winners announced
October 2021
Congratulations to all schools who have received an Independent Schools of the Year 2021 Award, and a special mention to IDPE members The Portsmouth Grammar School for winning the The Development Award for an Outstanding Fundraising Achievement. See the full list of winners...
Fundraising Regulator's Annual Complaints Report sees reduction in number of complaints, but increased complaints about online fundraising
October 2021
Whilst the Fundraising Regulator's Annual Complaints Report found the total number of complaints received by the sample charities was down during the pandemic, there was a 252% increase in the number of complaints about online fundraising.  Best practice in digital fundraising will be addressed in the future review of the Code of Fundraising Practice next year. Read more...
New research shows the charity sector income growth slowed in 2018-19, yet fundraising ROI largely held up in pandemic year
October 2021
In the new analysis of charity accounts published by the NCVO, charity sector's total income grew by just 1% to £56bn in 2018-19, whilst ROI across fundraising activity largely held up in 2020/21, and was higher in a number of areas than the previous year, according to a benchmarking study of charities by LarkOwl Unchartered Territory: Fundraising ROI's 2021
Find out more:

Charity sector income growth slowed in 2018-19, new analysis shows (civilsociety.co.uk)
Fundraising ROI largely held up in pandemic year, study shows - UK Fundraising
New grant for training of mental health leads launched by Department of Education
October 2021
Eligible schools can apply for a grant for training senior mental health leads tasked with identifying those who need support and improving access to specialist services. Read more...
Legacy fundraising: a sometimes neglected tool
September 2021
'A legacy programme has to be visible, bold and unapologetic - yet subtle and dignfied'

Matthew Dear, Director of Development, Oundle School, explores the transformational impact a legacy fundraising programme can have on securing a school's development goals in an article for Independent School Management Plus. Read more...
Wolfson Foundation launches fundraising toolkit for state schools
September 2021
IDPE, More Partnership and the Wolfson Foundation have developed a State School Fundraising Toolkit to equip schools with the tools and knowledge to build their fundraising capacity. It focuses on the role of school leaders in fundraising and includes advice on best practice, as well as step-by-step guidance on how to set up effective, long-term fundraising programmes. Read more...
New grant launched by the Edge Fund
September 2021
The Edge Innovation Fund (EIF)  is now open and looking for projects which are disruptive and innovative in their thinking and approach, challenging the current education system approach. The EIF has no closing date, applications will be accepted on an ongoing basis from the launch date (14th September) and reviewed at regular intervals. Read more...
BBC Children in Need & McDonald's form £10m partnership to support children & young people
September 2021
BBC Children in Need and McDonald's have announced a partnership that will see the pair aim to reach up to one million children and young people facing disadvantage and help them reach their potential. Read more...
'Independent schools are constantly looking for ways to widen access'
September 2021
Lord Lexden, President of the Independent Schools Association, writes in Independent Schools Magazine highlighting the work independent schools are doing to widen access to educational opportunities and how the Government can support these efforts. The article can be found on page four. Read more...
One million gifts in wills left to charities over past decade
September 2021
More than 100,000 charitable bequests are left in Wills each year, and data from Smee & Ford shows that between 2010/11 to 2019/20 over a million gifts were donated. During this time, cumulative legacy income to UK charities exceeded £23 billion. Read more...
Charity text donations surged during pandemic
September 2021
Text donations increased by 64% to £65.8m, which is the highest level recorded, in the year to March 2021. Read more...
Rob Cope: Why the sector can't afford to drop the legacy baton now
September 2021
At the start of Remember A Charity Week 2021, Rob Cope, Director of Remember A Charity, highlights the predicted surge in legacy income, urging charity leaders to protect legacy fundraising. Read more...
'Independent schools have proven to be crucial community hubs'
September 2021
Writing for Independent School Management Plus, Julie Robinson, Chief Executive, Independent Schools Council, reflects on the last year and how independent schools have risen to the challenges they have faced. Read more...
Virgin Money Giving to close in November
August 2021
Fundraising website Virgin Money Giving is to close 30 November. Read more...
Vodafone launches free data scheme for registered UK charities
August 2021
Vodafone has launched charities.connected, an initiative allowing UK charities to apply for free data. Read more...
£4 million boost to #IwillFund supporting opportunities for young people
August 2021
The government has announced a further £2million for the #IwillFund match funded by the National Lottery Fund to support opportunities for young people. Read more...
To match or not to match? 
August 2021
The latest blog from Prof. Adrian Sargeant and Prof. Jen Shang on matched giving and whether it really works. Read more...
Prospect research: the value of estimating wealth
August 2021
University of Cambridge's Tony Duggan, a former speaker at the IDPE annual conference, explores the value of estimating wealth and how to go about it. Read more...
Treating donors fairly: updated guidance
August 2021
As fundraisers go about their work, putting on events, reaching out to new supporters, planning communications, it is inevitable that they will be in contact with people who may be in a vulnerable circumstance or need additional support in making a decision about donating. Read the updated guide from the Chartered Institute of Fundraising on how to respond in such situations, to give the most positive experience. Read more...
COVID-19 guidance: Supporting safe and responsible fundraising
August 2021
As formal Coronavirus restrictions ease, the Fundraising Regulator and Chartered Institute of Fundraising have issued new guidance for fundraising organisations. Read more...
Charity Commission releases new Coronavirus guidance
August 2021
Following the easing of restrictions, the Charity Commission has released new guidance for trustees on holding AGMs and meetings, and ending the temporary extension for charities unable to submit their accounts or annual return due to the pandemic. Read more...
Updated guidance for schools on careers education
August 2021
The Department of Education has updated guidance for schools on careers education and access. Read more...
How we revolutionised our school's charity work
August 2021
One student's thought-provoking question led this school to rethink its charity efforts - and the impact has been huge. Read more...
Sutton Trust founder supports 'open access' to independent schools
August 2021
BBC News features an interview with The Sutton Trust founder, Sir Peter Lampl, in which there is a reference to his desire for more independent school places to be available for less well-off families, in a state-funded "open access" scheme. Read more...
Social Mobility Commission publishes State of the nation report 2021
August 2021
In its latest report, the Social Mobility Commission calls for an end to child poverty as it unveils ambitious plans to put social mobility at the heart of post pandemic recovery. Read more...
How fundraising and philanthropy can help 'level up'
August 2021
The Chartered Institute of Fundraising and Charities Aid Foundation explore the role that fundraising and philanthropy could have in the levelling up agenda. Read more...
More people engaged with charity e-mails during the pandemic
August 2021
The Data & Marketing Association (DMA) has published its annual Email Benchmarking Report 2021, which ranked not-for-profit as the best performing sector for click rates during the pandemic. Read more...
Rogare highlights fundraisers' academic research and its practical applications
August 2021
Fundraising think tank Rogare is publishing a series of papers to showcase fundraisers' academic research to a wider readership of fundraisers. The 'praxis' papers will showcase fundraisers' doctoral and Master's research, and contain suggestions about how the research can be applied to day-to-day fundraising. Read more...
Government opens funding scheme to help charities run local assets
July 2021
Charities and community groups can apply for grants from a new government programme to take over local assets such as pubs, theatres and parks. The first round of the government's Community Ownership Fund (COF) opened to applications last week and will close on 13 August. It will distribute £150m in the next four years. Read more...
NGAs School and trust governance professionals survey
July 2021
The National Governance Association has released its report of research into the qualifications, pay and conditions of governance professionals in maintained schools and academy trusts. Read more...
Charity Commission updates guidance for the sector  
July 2021

The 'AGMs and other meetings: postponing or cancelling meetings' section sets out a new approach by the commission to annual return filing extensions, and guidance on annual returns has been updated, specifying that charities need to provide the 2021 information requirements on their charity annual returns - the specific questions that must be answered depend on the charity's financial size and activities, a list is available on the Commission's website.  Read on...
UK not-for-profits saw 35% rise in online revenue in 2020 
July 2021

On average, nonprofits in the UK reported a 35% increase in online revenue in 2020 from the previous year, according to the first M+R UK Digital Benchmarks study.  Read on...
Four small words of great significance: the key values of fundraising practice 
July 2021

Five years on since the Fundraising Regulator was formed, Gavin Doyle, Policy and Standards Officer at the Fundraising Regulator shares the four values which underpin the Code of Fundraising Practice's standards: legal, open, honest and respectful.  Read on...
£483m investment to boost and improve school buildings
July 2021

Thousands of children to benefit from improved facilities, as the Government builds back better from the pandemic. Read on...
£40m fund launches for at-risk heritage assets
July 2021

A £40 million 'fund of last resort' has launched to help save nationally important heritage assets at risk of loss due to the impact of the coronavirus pandemic. Read on...
Charity bill measures expected to save the sector £2.8m per year
June 2021

The government expects changes outlined in the new Charities Bill to save the sector £28m over the next 10 years, through changing the law to help charities amend their governing documents more easily, increasing flexibility for charities to use their permanent endowment and creating a clearer and less administratively burdensome legal framework for buying, selling, leasing and mortgaging charity land.  Read on...
House of Lords debate: placement schemes for children in care
June 2021

Lord Lexden, president of the Independent Schools Association, asked the Government about the progress made by "the excellent schemes to provide places in both state and independent boarding schools for children in care".  In response, Baroness Berridge said that, through the Royal National Children's SpringBoard Foundation, the Government is currently carrying out regional pilots in some areas with the view to making this national in the long term.  Read on...
Eton College to fund three new sixth forms for disadvantaged pupils
June 2021
Eton College has formed a partnership with Star Academies to open three selective state sixth forms in deprived northern areas.
  Read on...
Self-reporting fundraising incidents
June 2021
Catherine Orr, Head of Case Work at the Fundraising Regulator outlines their plans over the next year to develop a self-reporting pathway for organisations to follow when they identify that they may have breached the Code of Fundraising Practice.  Read on...
'Our commitment to bursary support to help the community is something we rally towards.'
June 2021
Writing for Attain, John Towers, headmaster of Homefield Preparatory School explains how the school has established a bursary programme to help children in care, and outlines how other schools can do the same.  Read on...
New guides to boost governing body's support for arts and cultural provision
June 2021
The National Governance Association (in collaboration with a number of arts associations) has published four guides on cultural education, dance, arts and design and music, which are intended to help governing boards support their school/trust's arts and cultural provision.
  Read on...
Five years of effective regulation
June 2021
In 2021, the Fundraising Regulator marks its fifth anniversary of regulating fundraising in England, Wales and Northern Ireland. It was set up in 2016 to deliver a new, more visible, approach to regulation, to instil greater public trust in how charities ask for donations and five years on, the Fundraising Regulator continues to deliver independent self-regulation that ensures public protection, accountability and excellence in fundraising.  Read on...
Model terms of reference published for academy trusts or multi-academy trusts
June 2021
The Chartered Governance Institute UK & Ireland has published model terms of reference for the Remuneration and Audit and Risk committees at academy trusts or multi-academy trusts.  
Covid sees older age groups rein in donations
June 2021
The percentage of people saying they have recently donated to charity dropped to 55% a year into the pandemic, from a pre-Covid 69%, data from nfpSynergy has shown. Read more...
Philanthropic giving to UK & Irish universities reached £1.09bn in 2020
May 2021
The CASE-Ross Support of Education Survey reports that for the third year running, new funds secured from philanthropic sources have remained higher than £1 billion, with the total number of donors giving to institutions participating reaching 214,155, up from 204,967 in the previous reporting year. Read more...
Diversity and anti-racism in major donor fundraising 
May 2021
In a blog post, Louise Morris, Founder of Summit Fundraising, explores how it is important to understand the white privilege surrounding major donor fundraising, how to educate ourselves, and how to take steps to get more diverse donors. Read more...
Independent School Management Plus: pressing play on development
May 2021
In the summer 2021 issue of Independent School Management Plus, Louise Bennett, Joint CEO, IDPE, explores the impact of the pandemic on schools' development over the last year and how the lessons learnt can be applied to future schools' fundraising and engagement. Read more...
HMRC have amended Gift Aid guidance 
May 2021
HMRC have amended their guidance on what donations qualify for Gift Aid to include waived refunds and loan waivers (which were previously excluded).  Read more...
Charities Bill announced in Queen's speech
May 2021
The Queen announced the new Charities Bill in her speech in the House of Lords.  The Charities Bill will address a range of issues in charity law which hamper charities' day to day activities, including changing the law to help charities amend their governing documents more easily with Charity Commission oversight where appropriate, and increasing flexibility for charities to use their permanent endowment, with checks in place to ensure its protection in the long term.  Read more...
Ten things we need from the education recovery plan to boost social mobility 
May 2021
James Turner, CEO of The Sutton Trust argues for ten key issues that should be prioritised in the government's new education recovery plan.  Read more...
School income: 'It's not good enough to think you can roll out the same old plans'
May 2021
Lucy Barnwell, Director of Development at IDPE member school, Manchester High School for Girls writes 'it's time to boost school income this summer'. Read more...
Philanthropic giving to UK & Irish universities reached £1.09 billion in 2020
May 2021
For the third year running that new funds secured from philanthropic sources have remained higher than £1 billion and the total number of donors giving to institutions participating in the study was 214,115, up from 204,967 in the previous reporting year.
  Read more...
Winners of the TES Independent School Awards 2021
May 2021
Congratulations to the winners of this year's TES Independent School Awards. The awards celebrate the teachers and teams from independent schools across the UK that are making a difference to students and their wider communities
.  Read more...
'Bursaries are not about virtue signalling or the passing on of privilege'
May 2021
Philip Britton, IDPE trustee and Headmaster, Bolton School, explores how bursaries can be 'transformative' for everyone, even if some recipients' parents are contributing to fees, in his article for School Management Plus. Read more...
How the pandemic sparked a surge of creativity in school development
May 2021
Simon Lerwill, Foundation Director, Marlborough College, explores, in an article for School Management Plus, how schools' development has been transformed over the last year by the COVID-19 pandemic, from new virtual fundraising dinners to online speaker days. Read more...
£1.8 billion to improve for building improvements 
April 2021
Funding for school maintenance and repairs rises by 20 per cent - but this follows cuts to wider school capital budget.
  Read more...
JustGiving launches free donation processing service for charities
April 2021
JustGiving has launched Giving Checkout, a free donation processing service for its charity customers, enabling them to collect direct donations via their own website. Read more from Civil Society and see further details from JustGiving here...
CIoF and Fundraising Regulator issue new guidance for return of in-person events and community fundraising
April 2021
The Chartered Institute of Fundraising and the Fundraising Regulator have published two new pieces of guidance to support charitable organisations as they plan their return to in-person events and community fundraising activities
.  Read more...
Income from online giving rose 97% over past 12 months
April 2021
Online giving by UK donors has increased during the Covid-19 pandemic, with an overall growth of 115% in donations volume, and an income increase of 97% over the past 12 months, according to WPNC's second annual Online Donations Report.  Read more..
New guidance for fundraisers as lockdown begins to ease
April 2021
With the government's announcement that public fundraising can restart from Monday 12 April, the Fundraising Regulator and Chartered Institute of Fundraising have published new guidance on fundraising in the coronavirus environment
.  Read more...
'School fundraising is not fluffy, it's a skilled job'
April 2021 
Lucy Barnwell, Director of Development at IDPE member school, Manchester High School for Girls, explores the hard work and skill that goes into school fundraising, and the importance of all teaching staff embracing development as an integral part of the school culture.  
Read more...
Funding up to £1.46m available through Google.org Impact Challenge
March 2021
The challenge is open to any not-for-profit charity, other not-for-profit organisation, public or private academic or research institution, or for-profit social enterprise company with a project with an explicit charitable purpose, creating pathways to prosperity for women and girls or empowering them to reach their full economic potential. The closing date is 9 April. Read more...
John Lyon's Charity sets up £22m fund for children and young people in London
March 2021

John Lyon's Charity has said it will spend £22m from its endowment over the next six years, to support children and young people charities and schools in London, to tackle the impact of COVID-19 on the sector. One of the first areas the charity will address is the 'dramatic fall' in the offer of creative opportunities in schools by launching a new Cultural Capital Fund. Read more...
'The revival of grant schools could broaden access for all'
March 2021
Louise Simpson, Head, Exeter School, writes to The Times in support of an article calling for the return of grant schools. She argues the scheme could help independent schools to become more diverse and inclusive, benefiting 'both the schools and the young people involved'. Read more...
Charitable bequests are expected to spike in 2021
March 2021
The latest research from Legacy Foresight suggests that the five-year outlook for legacies remains positive, and that bequests could peak at record levels in 2021 – around 35%-36% higher than in 2020. Read more...
'Bursary pupils help independent schools to develop a sharper academic culture' 
March 2021
An article in The Times explores how a growing number of independent schools are offering bursaries and scholarships to bright pupils from disadvantaged backgrounds.  Read more...
Government agrees to reforms on charity spending and investment
March 2021
Charity trustees will have more freedom over how to use surplus fundraising and permanent endowments, under legal changes announced today, changes promised by the government in response to recommendations made by the Law Commission in 2017.  Read more...
Regulator launches campaign to help charity trustees be 'certain in uncertain times'
March 2021
The Charity Commission has launched a campaign helping charity trustees to refresh their knowledge of charity governance, including their responsibility for fundraising.  The are a number of 5 minute guides, along with The essential trustee: what you need to know, what you need to do (CC3) and Charity fundraising: a guide to trustee duties (CC20) which are useful to share with your governors.  Read more...
Pandemic impact on charities continues to be 'uneven'
March 2021
New research shows that the impact of the pandemic has been uneven and unpredictable on voluntary organisations and warns of projected declines in funding from all income sources in the next financial year.  Whilst the survey is based on the responses of nearly 600 charitable organisations rather than schools, the NCVO's report, Respond, Recover, Reset: The Voluntary Sector and Covid-19 does provide a useful snapshot of the impact of the pandemic on the wider charitable sector. Read more...
A new, free-to-use, fundraising quiz platform launches 
March 2021
An online fundraising quiz platform has launched that lets anyone host live, interactive, fundraising quiz streams to benefit their cause of choice. Read more...

Regulating fundraising as lockdown eases
March 2021
The Fundraising Regulator shares some key points for organisations to consider before restarting or adapting their fundraising activities as we emerge from lockdown.  Read more…

Legacy stewardship
March 2021
Legacy Foresight explores how good stewardship can create engaged, loyal legacy donors, and how right now, such stewardship of supporters is critical.  
Read more...   Whilst IDPE Live panellist and legacy expert, Richard Radcliffe, Radcliffe Consulting, shares his top tips for effective legacy communications. Read more... 
Charity Digital Code of Practice 
March 2021
With 66% of charities now delivering all their work remotely, the Charity Digital Code of Practice is for organisations looking to get more strategic with digital.  Read more...  
Measuring the disadvantage gap in 16-19 year olds
March 2021
A new report by the Education Policy Institute (EPI), finds that poorer students in sixth forms and colleges trail their more affluent peers by as many as three A level grades when taking qualifications at this level.  Read more...  
The Attain Programme at Latymer Upper School
February 2021
David Goodhew, head of Latymer Upper School, and IDPE trustee, explains how genuine collaboration and working in partnership is helping pupils at local primary schools to catch up with their learning after the disruption of the past year.  Read more...  
Gift Aid Emergency Relief campaign
February 2021
The Gift Aid Emergency Relief campaign is campaigning for Gift Aid to be increased from 20% to 25% to enable charitable organisations to continue to support the most vulnerable in our communities. On 24 February, help spread the word by showing your support on social media using the #GiftAidRelief.  A set of tweets and assets for you to use can be downloaded.  
Read more...  
The important role of independent schools in the fightback against COVID-19
February 2021
James Dahl, Master of Wellington College reflects on the wider role of the independent sector in the battle against COVID-19.  Read more...  
Fundraising Regulator publishes its latest annual report and accounts, which reflects the impact of the Coronavirus on fundraising
February 2021
The Fundraising Regulator has published their latest Annual Report and and Accounts, which highlight how they reprioritised their work to support the sector in the wake of the pandemic.  Whilst Peter Lewis, Chief Executive of the Chartered Institute of Fundraising, looks back on five years of the Fundraising Regulator and the positive impact the Regulator has had on raising standards, and on developing excellent fundraising. Read more...  
Hootsuite's The Global State of Digital 2021 report
February 2021
Hootsuite and We Are Social have released their annual report exploring the state of the internet, mobile devices, social media, and ecommerce. The report tracks consumer digital behaviour around the world. Read more...
Study evaluates the impact of independent school bursaries
February 2021
According to research by University College London, while bursaries offered by independent schools are 'income progressive and related to need', they cannot 'account for more than a minor share of the participation' of families with lower incomes. Read more...
The Sutton Trust launches new report - Remote learning: the digital divide
February 2021
The Sutton Trust recently launched its latest report, which provides the first comprehensive overview of the impact of this lockdown on pupils in the UK, highlighting how low income pupils continue to be severely impacted by the pandemic and the switch to remote learningRead more...
New Chinese schools will fund UK bursaries
February 2021 
Benenden School in Kent is to open a series of new schools in China, with the first expected to open in 2023, in a bid to generate more revenue for UK bursaries. 
Read more...
'There's a lot of work to be done to demystify financial aid in the independent sector.'
January 2021
David Goodhew, Headmaster of Latymer Upper School and IDPE Board member, outlines the financial support available to families looking to enrol their children in independent schools. Read more...
The Road Ahead 2021 
January 2021
The Road Ahead is NCVO's annual analysis of the changing operating environment for anyone working in the voluntary sector. It identifies and explains forces and trends that are shaping the sector and are likely to have an impact on organisations in the future.
 Read more...
CRMs: the heart of fundraising 
January 2021
An effective CRM (customer relationship management) system is at the heart of all effective fundraising - but how do you choose the right CRM? or how do you improve your data management?  A range of useful articles exploring the important role of the CRM.
 Read more...
Data protection considerations for remote working
January 2021
What are the data protection considerations for remote working? Read more...
Charities must embrace corporate and individual donors
January 2021
The response of corporate and individual donors in response to the pandemic, shone through in 2020. Read more...
Magdalen College School's laptop fundraising campaign
January 2021
Susannah Baker, Development Director at Magdalen College School, Oxford, explains how, in a bid to tackle digital poverty exacerbated by the pandemic, the school has provided laptops and internet access for pupils from three local primary schools. Read more...
Which way now for schools' fundraising?              
January 2021
Schools who focus on fundraising could be surprised by the generosity of donors, even in the toughest of times, writes IDPE's Joint-CEO, Louise BennettRead more...
CAF publishes latest report into UK Giving              
January 2021
According to CAF's latest UK Giving report, the largest study of giving behaviour in the UK, giving remains in line with previous years in spite of Covid-19, but restricted in-person fundraising takes toll on some key causes, and whilst 2020 has been hugely challenging for charities, the latest CAF Charity Landscape Report, a survey of charity leaders, suggests that whilst the year ahead is likely to remain challenging, there are reasons to remain optimistic. 
ICO publishes new data sharing code of practice              
January 2021
The new data sharing code of practice provides organisations with the confidence to share personal data fairly, safely and transparently. It demonstrates that the legal framework is an enabler to responsible data sharing and busts some of the myths that currently exist. 
Read more...
Charity Commission publishes '5-minute guides' for charity trustees                
January 2021
The Charity Commission has published new 5-minute guides for charity trustees, covering the basics that all trustees should be aware of. Topics covered include: charity purposes and rules, making decisions as a charity and managing charity finances. Read more...
Independent and state school partnerships are now more important than ever              
January 2021
ISC chief executive Julie Robinson writes in Independent School Management Plus about the value of cross-sector partnerships, stating: 'In this difficult era of COVID, Brexit and recession, it is all the more important that we work together to provide positive experiences and support for the nation's children'. Read more...