ai4abundance.org/united-kingdom · Three regulators, a SORP that changed this year, a formal governance code and Gift Aid. More structure than most markets, and more to model.
| Feature | Why it changes our advice |
|---|---|
| Charity Commission, OSCR, CCNI | Three jurisdictions, each with its own register, return and thresholds |
| Charities SORP, new edition | Published 31 October 2025 and applying to accounting periods beginning on or after 1 January 2026. It introduces reporting tiers and expanded Trustees’ Annual Report disclosures, so this year’s report is not last year’s report |
| Charity Governance Code | Trustee duties map cleanly onto the five-lens dashboard |
| Gift Aid | An uplift the charity claims against a donor declaration. Worth modelling and tracking rather than discovering at year end |
| UK GDPR and fundraising rules | Consent and preference handling shape what AI may touch |
Gift Aid modelling and claim tracking · trustee board packs aligned to the Charity Governance Code · AI policy under UK GDPR · reporting aligned to the new SORP tiers
UK trustees have codified duties. We build the pack so the board can evidence each one without assembling a binder.
Unclaimed and unmodelled Gift Aid is one of the most common pots of money we find sitting unused.
Written against UK data protection and fundraising practice rules, not a US template with the words swapped.
The regulators, the SORP edition and the reliefs named here were checked against primary and official sources on 12 November 2026. The Republic of Ireland is a separate jurisdiction with its own regulator, statute and donation relief, and has its own page. Nothing here is legal or tax advice.
Your regulator expects evidence. We build the pack that provides it.
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