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Political campaigning as a charity

There is no doubt that charities and their leaders can campaign and undertake political activity within legal regulations and in line with charitable objectives.

The general election has been announced for 4 July 2024 when the nation will go to the polls to decide on the next government in Westminster.

The next six weeks will see an intense period of activity by the political parties and their candidates standing for election and is an opportunity for campaigners to have their voices heard by future prospective elected representatives. The Parties will soon issue their manifestos in the lead up to polling day and that will present an opportunity to assess their plans for governing. The Institute for Government have issued a helpful guide on what happens once a general election is called.

Influencing will need to continue in the post election period which is crucial in building a strong relationship with a newly elected government and MPs and using those newly formed relationships to continue to impress key influencing priorities. We’ll very shortly be publishing the NCVO and ACEVO manifesto which sets out what we think the next government’s priorities should be for the voluntary sector.

ACEVO supports civil society leaders to campaign with confidence, within the regulations, to meet their organisations’ charitable objectives and ensure key issues are on the political agenda at whichever point in the political cycle. The Charity Commission has made clear that campaigning is a legitimate activity for charities, within the legal framework, and this remains the case during elections.

The Electoral Commission and Charity Commission for England and Wales have updated their website to gather in one place the most recent guidance on campaign during a general election and in their joint blog released earlier this year with the Electoral Commission clearly stated that “Charities can take part in political activity provided it supports their purpose and is in their best interests”.

In May 2024, the Charity Commission added a ‘general election: lessons learned‘ section to the aforementioned guidance. 

We collaborated with NCVO in creating this joint briefing note to support charities and their leaders to undertake political campaigning as a charity and campaign with confidence.

It should be noted that this briefing is not legal advice and should not be taken as such. Should you have any specific questions or require bespoke advice about your charity’s campaigning activity, please seek clarification from Charity Commission for England and Wales, the Electoral Commission or seek independent legal advice. You can also contact ACEVO’s corporate and partnerships team for more information about support from our Corporate partners.

The following briefing has been produced in collaboration with NCVO.

Charities play an important role in advocating for policy change. Elections can be a key opportunity to further your charitable and campaigning goals. As we move towards a general election, your charity may be planning campaign activities to ensure your issues are on the political agenda.

We know many charities are concerned about the potential risks of political campaigning. There are both legal and reputational risks when taking a prominent role in what can be a divisive, politicised debate.

Below we’ve highlighted the key issues in charity and electoral law for you to think about. We want charities to understand and manage the risks associated with campaigning. This guidance will help you feel more confident about campaigning and support you to achieve the maximum impact.

Campaigning generally refers to the ways charities and other organisations can achieve their goals through influencing particular audiences.

This guidance specifically refers to what the Charity Commission calls ‘political activity’. You may also be interested in our guidance on digital communications, campaigns and content.

The Commission defines political activity as:

“…activity by a charity which is aimed at securing, or opposing, any change in the law or in the policy or decisions of central government, local authorities or other public bodies, whether in this country or abroad.”

Political activity is seen as higher risk for charities than, for example, campaigning to change public attitudes.

Because of this, political campaigning has specific rules that charities must follow.

The Charity Commission has made clear that campaigning is a legitimate activity for charities. This remains the case during elections.

The law states that charities must be independent of party politics. That means they can’t give their support to, or fund, political parties or candidates. Charities should also make sure they’re seen as politically independent by the public.

Trustees should make sure their charity is not used to express the political views of individual trustees or staff members.

Charity law during elections

The law itself doesn’t change during an election period. But people are more likely to question your charity’s political independence.

You’ll need to consider your political campaigning carefully. You should think about how your issues could be met with opposing views during an election campaign, and what to do if they’re high on the election agenda.

Read the Charity Commission and Electoral Commission’s advice for charities engaging in public debate.

The Charity Commission also has campaigning guidance for charities during an election.

Supporting and opposing political policies

Charities can support and oppose the policies of political parties. You should consider how this might affect perceptions of your charity’s independence.

If a party adopts a policy that aligns with a longstanding policy ask or your charitable purposes, there is unlikely to be any issue with you welcoming that support and calling on other parties to adopt it.

If a party adopts a policy that your charity opposes, you can criticise the policy. The criticism must relate to your charitable purposes and the impact on the people you support.

You should think carefully about the tone of your statement. It’s likely to influence how people perceive your political independence. Make sure any disagreement or criticism of a policy is constructive and based on evidence.

This also applies to highlighting when a party or candidate endorses your asks. It’s fine to point this out. However if you put too much focus on it, it may come across as biased.

If criticism is consistent with your previous public statements, people will be less likely to question your charity’s political independence. You can comment on a new policy area, but again you should consider how this may affect perceptions of your independence, particularly in the lead up to an election.

Charities also need to consider electoral law. Electoral law is overseen by the Electoral Commission. They regulate election campaigning by political parties, and certain types of campaigning carried out by third parties, known as non-party campaigners.

Unlike the Charity Commission, the Electoral Commission doesn’t regulate which campaigning activities you can and can’t carry out. They instead set rules on how much you can spend on certain types of campaigning activities.

Most charities won’t carry out enough regulated activity to meet the threshold for registration as a non-party campaigner. However, charities can register if their planned campaigning activity meets this threshold.

You should consider registering as a non-party campaigner if this is the best way to meet your charitable purpose.

Electoral law says that spending on campaigning activity will be regulated if:

  • it meets the purpose test
  • campaign materials are made available to the public (see regulated campaign materials below)
  • it’s above the spending thresholds.

The purpose test

Electoral law includes criteria to decide if campaign spending should be regulated. This is known as the purpose test. Spending will meet the purpose test if:

“…it can reasonably be regarded as intended to promote or procure the electoral success of one or more political parties or candidates who support or do not support particular policies or another particular category of candidates.”

Your campaigning activity will meet the purpose test if it tries to influence the public to vote in a particular way. Even if this is not your intention, activity could still meet the purpose test if it’s perceived to be influencing the way people vote.

Most of the time, activities which comply with charity campaigning law won’t meet the purpose test. But it is possible.

A common campaign approach is to ask parties or candidates to pledge support for a particular policy. According to the Electoral Commission, comparing candidates or parties’ policies is likely to meet the purpose test.

So, if a charity publicly comments on how aligned each party or candidate is with the policy they’re campaigning for, this would likely meet the purpose test. The campaign activity would then be classed as regulated activity if it also met the other criteria.

However, if a charity published this information after an election and outside of the regulated period (see below), this would not be regulated by the Electoral Commission. It would likely also comply with charity law.

Regulated campaigning activities

The following activities are regulated if they meet the purpose test (see above) and fall within the regulated period (see below):

  • press conferences and other media events
  • transport in connection with publicising the campaign
  • canvassing and market research seeking views or information from members of the public
  • public rallies or other public events
  • production or publication of campaign material which is made available to the public.

If your campaign materials are available to everyone this is likely to be considered ‘public’. If you restrict access to closed groups of members or supporters, that is unlikely to be regulated.

See the Electoral Commission’s guidance on the production or publication of campaigning material.

Read the Electoral Commission’s non-party campaigner case studies to understand which activities are likely to be regulated.

The regulated period

The regulated period is the period of time when the Electoral Commission’s campaign spending rules are in place.

The regulated period starts one year before the election date. It’s applied retrospectively. For example, if an election is called for 2 May 2024, the spending rules would apply to regulated activities between 2 May 2023 and 2 May 2024.

The latest date the next general election can be held is 28 January 2025. This means we’re now definitely in the regulated period. Spending limits and other legal limits will apply to any new campaign activity.

When an election is called unexpectedly early, campaign activity which has already been carried out is less likely to meet the purpose test. This is because it’s less clear whether activity was intended to influence the way people vote.

This is harder to argue when there’s an expected election date. Autumn 2024 has regularly been suggested as a likely date for the next general election. This means there’s a good chance certain campaign activity since October 2023 would meet the purpose test.

Spending thresholds

If you spend £10,000 on regulated activity across the UK you will need to register as a non-party campaigner with the Electoral Commission.

If you spend £20,000 in England, or £10,000 in Scotland, Wales or Northern Ireland, you will need to report spending and donations related to your regulated expenditure.

Find out more about reporting requirements for non-party campaigners.

If you know you’re likely to meet the £10,000 UK threshold, you should let the Electoral Commission know you’re planning to register as a non-party campaigner. Don’t wait until you’ve spent enough. You may not spend more than £10,000 on regulated activity until you’re on the register.

Learn more about non-party campaigner requirements and spending thresholds.

Charities often work together on campaigns. If you’re working with others, you’ll need to be aware of the rules on joint campaigning.

The Electoral Commission will consider regulated activity to be joint campaigning if:

  • non-party campaigner enters into a plan or arrangement with one or more other non-party campaigners
  • everyone involved intends to report regulated spending as part of the plan
  • one or more of those involved do report regulated spending
  • the plan or arrangement has a common purpose for all the campaigners.

There are two ways to report spending under a joint campaign.

If a lead campaigner is nominated they can report all of the spending on behalf of all other joint campaigners, who are then known as minor campaigners.

If no lead campaigner is nominated this is known as an ordinary joint campaign. Each campaigner will need to account for the collective spending of the joint campaign individually.

So, if the campaign carries out £15,000 of regulated activity, each campaigner will have to register as a non-party campaigner, and report £15,000 of activity. This will be reported on top of any other regulated activity they have carried out which was not part of the joint campaign.

Examples of joint campaigning

The Electoral Commission has provided the following examples of activity that would be considered joint campaigning.

  • A joint advertising campaign. This could be digital or via other means, involving joint leaflets or joint events.
  • A coordinated campaign. For example, where it’s agreed which areas are to be covered, which issues are raised, or which voters are targeted.
  • Joint working where one party can veto or must approve another party’s material.

They have also provided examples of activities that would not be considered as joint campaigning. These include:

  • endorsing another campaign by allowing your logo or brand to be used without any financial commitment or further involvement
  • adding your signature to a letter alongside other non-party campaigners without any financial commitment
  • speaking freely at an event organised by another non-party campaigner without any financial commitment
  • holding discussions about areas of common interest without coordinating campaign activity
  • making a donation to another non-party campaigner. See the Commission’s guidance on notional spending and donation requirements for non-party campaigners.

Campaigns can move fast during an election. If you’re considering a joint campaign and would like advice, you can contact The Electoral Commission.

The introduction of digital imprints is a new measure that charities should be aware of.

An imprint is the information that campaigners must include on certain materials to provide transparency on:

  • who the material is on behalf of
  • who has paid for it.

An imprint has been required for printed campaign materials for a number of years. You can usually find it at the bottom of party or candidate campaign leaflets. The Elections Act 2022 extended this requirement to include digital materials.

For most charities there are limited circumstances when you’ll need to use an imprint. If you’re not registered as a non-party campaigner, imprints are only required for paid for adverts that are classed as political material. This is defined as material that is intended to influence the public, or a section of the public, to vote in a particular way.

If you are registered as a non-party campaigner, you’ll need to publish imprints on any election, referendum or recall petition material.

Producing an imprint is easy. You just need to add the following information to campaigning materials.

  • The name and address of the person or organisation who has published the material.
  • If you’ve published it on someone else’s behalf, the imprint also needs to include that person or organisation’s name and address.

Unlike most Electoral Commission guidance for non-party campaigners, the rules around digital imprints apply at all times, not just during the regulated period.

You may want to consider including an imprint, even if you’re not sure whether it’s required.

Not an ACEVO member?

If you have any queries please email info@acevo.org.uk or call 020 7014 4600.

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