Research and analysis

Charity Commission customer survey 2020: web version

Published 15 July 2021

Applies to England and Wales

Executive summary

Overall, the Charity Commission鈥檚 customer service is still rated highly: two-thirds of surveyed customers say it is good or very good, a slight increase on last year鈥檚 rating.

There are signs that improvements to guidance and other services have had an effect. When prompted, around a third suggest some of the Commission鈥檚 services have improved, and they qualitatively note that there is greater use of plain English and clear headings within guidance.

Customers continue primarily to come into contact with the Commission through its website, mostly to perform tasks required of them such as updating their details and filing their accounts. The Commission鈥檚 website and register are rated highly.

As in 2019 to 2020, practical interactions continue to drive positivity. The register and annual returns processes are rated highly and mostly regarded as intuitive. When able to speak to staff, most customers praise their professional and helpful service.

Those more critical of the Commission鈥檚 services continue to find the website difficult to navigate and the information they seek hard to find, despite improvements overall. They believe the Commission needs a more intuitive search engine that produces fewer 鈥榟its鈥 and is clearly differentiated from the wider gov.uk website. Some are concerned that the Commission鈥檚 information and guidance is not written for people like them, because it is overly technical or is not applicable 鈥榠n the real world鈥. They would like better access to Commission staff to resolve those queries they cannot solve themselves.

Customers have found coronavirus (COVID-19) information useful, though only a small number have used it.

Charity Commission customer service

Views of the Charity Commission鈥檚 customer service remain positive, with a majority rating it as good

69% of those surveyed rate the Charity Commission鈥檚 service as 鈥榞ood鈥 (29% very good, 40% good). This is up 5% since 2019 to 2020.

7% rate the Charity Commission鈥檚 service as 鈥榩oor鈥. This is down 3% since 2019 to 2020.

Note: survey question was 鈥淥verall, how would you rate the Charity Commission鈥檚 customer service?鈥 Base 1,315.

Larger charities are slightly less likely to rate the Commission鈥檚 services highly

Charity income Percentage that rated Charity Commission鈥檚 services as 鈥榞ood鈥 Same figure from 2019 to 2020 survey
拢0 to 拢10,000 73% 68%
拢10,000 to 拢25,000 74% 63%
拢25,000 to 拢100,000 71% 70%
拢100,000 to 拢500,000 66% 65%
拢500,000 to 拢1 million 64% 63%
拢1 million to 拢5 million 57% 54%
More than 拢5 million 56% 55%

Rating of the Charity Commission鈥檚 services has improved amongst all customers since last year

Customer group Percentage that rated Charity Commission鈥檚 services as 鈥榞ood鈥 Same figure from 2019 to 2020 survey
Volunteer 78% 71%
Trustee, board or committee member 74% 69%
Chair 73% 68%
Professional advisor 73% 67%
Treasurer 72% 66%
Other 72% 56%
Member of staff 56% 49%

Note: survey question was 鈥淥verall, how would you rate the Charity Commission鈥檚 customer service?鈥 Base 2019: 0 to 10k (284), 10k to 25k (201), 25k to 100k (296), 100k to 500k (255), 500k to 1m (89), 1m to 5m (127), more than 5m (127). Base 2020: 0 to 10k (327), 10k to 25k (195), 25k to 100k (275), 100k to 500k (235), 500k to 1m (59), 1m to 5m (90), more than 5m (109).

Contact with the Charity Commission

Contact is mostly made through the website

Channel through which respondents had come into contact with the Charity Commission Percentage that used a particular channel Same figure from 2019 to 2020 survey
I have visited its website 78% 84%
I have used or searched its register 50% 57%
I have sent it an email or emails 43% 51%
I have been contacted directly by the Charity Commission 28% 27%
I have called the contact centre 17% 24%
I have written it a letter or letters 10% 13%
Other 12% 10%
I have had no contact with the Commission in the last year 5% 3%

Note: survey question was 鈥淭hrough which channels have you come into contact with the Charity Commission in the last year?鈥 Base 2019 (1,451), 2020 (1,386).

Interaction with the register or more practical functions continues to drive positive sentiment

Of the channels the Commission provides, the register and the website perform best.

Channel Percentage that rated the channel as 鈥榞ood鈥 Change from 2019 to 2020 survey
Register 85% 0%
Website 78% +2%
Email 72% +8%
Direct contact 70% +1%
Contact centre 66% +2%
Letter or post 40% +5%

Note: survey question was 鈥淗ow would you rate the service that is provided by the Charity Commission through each of these channels overall?鈥 Base: Website (1,085), Register (691), Contact Centre (242), Email (602), Letter /post (136), Contact it has made with you (391).

A majority find it easy to find the information they need on the website.

82% say it is easy to find information (18% very easy, 64% easy). 17% say it is difficult (13% fairly difficult, 3% very difficult).

Note: survey question was 鈥淗ow easy or difficult is it to find the information that you need from the Charity Commission鈥檚 website?鈥 Base: (1,315)

Customers most commonly come into contact with the Commission through practical tasks such as updating their details or accounts

It remains those practical interactions, including updating details and register information, that are rated highest by customers.

Reason for coming into contact with the Charity Commission Percentage that came into contact with the Charity Commission Same figure from 2019 to 2020 survey Percentage that rated those services as good
Updating charity or trustee details 68% 73% 92%
Filing a return or accounts 65% 69% 88%
Looking for information or guidance on the website 49% 51% 74%
Looking for information on the register 37% 41% 88%
Answering a query or to seek advice 28% 33% 73%
Applying for permission to change something 18% 32% 68%
Applying to register a charity 18% 20% 83%
Reporting a serious incident 13% 13% 72%
To look for information about COVID-19 and how it affects your charity 13% Not applicable 80%
Dealing with a matter that the Commission contacted me about 8% 6% 61%
Other 3% 3% Not applicable

Note: survey question was 鈥淔or what reasons have you had contact with the Charity Commission in the last year?鈥 Base: 2019 (1,045), 2020 (1,315)

Improvement in services since last year

There has been some perceived improvement in services since last year. Many services are rated slightly higher than last year, most noticeably by those looking for an answer to a query and registering a charity.

Reason for coming into contact with the Charity Commission Percentage rated as 鈥榞ood鈥 2019 to 2020 Percentage rated as good鈥 2020 to 2021
Updating charity or trustee details 89% 92%
Filing a return or accounts 86% 88%
Looking for information or guidance on the website 77% 74%
Looking for information on the register 85% 88%
Answering a query or to seek advice 61% 73%
Applying for permission to change something 62% 68%
Applying to register a charity 71% 83%
Reporting a serious incident 64% 72%
To look for information about COVID-19 and how it affects your charity Not applicable 80%
Dealing with a matter that the Commission contacted me about 68% 61%

Note: survey question was 鈥淔or what reasons have you had contact with the Charity Commission in the last year?鈥 Base: Registering (235), Filing (852), Updating details (647), Register (489), Query (369), Permission (240), RSI (176), Contacted me (99), COVID-19 (166)

When prompted most say the Commission鈥檚 services have stayed the same, although a significant minority point to some improvement.

Charity Commission service Improved Stayed the same Got worse Don鈥檛 know
Filing a return or accounts 30% 58% 4% 9%
Updating charity or trustee details 30% 55% 3% 13%
Guidance 30% 44% 2% 24%
Website 29% 50% 3% 18%
Register 29% 46% 2% 23%
Applying to register a charity 25% 22% 9% 44%
Contact centre 22% 35% 9% 35%

Note: survey question was 鈥淗ave you noticed any change in the quality of the following services in the last 12 months?鈥 Base: Its website (1,049), Its register (740), Its contact centre (242), Filing returns or accounts (852), Updating charity or trustee details (891), Apply to register a charity (235), Guidance (1,049)

Most believe that the Commission provides helpful advice and support overall as well as largely intuitive online systems

The Commission is seen to be most helpful in 4 key areas.

Helpful and professional staff

When able to speak to someone at the Commission, usually via the contact centre or email, customers are impressed with the service they receive

Staff are seen to be helpful and professional

Some feel the website can be confusing or difficult to navigate, particularly the search function, and so discussing a query with a member of staff is highly valued

Quotes from research

鈥淭he contact centre staff were amazing. Prompt, knowledgeable, quick to refer and provide assurance.鈥

鈥淏eing able to speak with a person was helpful at the beginning of the COVID 19 situation.鈥

鈥淐all centre staff very knowledgeable and helpful.鈥

The charity register and annual returns

As in last year鈥檚 survey, the register and annual returns system are generally thought to work well.

There is some recognition that improvements have been made to the layout of the website which some say is clearer and easier to use.

Quotes from research

鈥淔iling annual return and updating charity details is very easy. The register is also easy to use.鈥

鈥淭he new style layout of the register entry is useful.鈥

鈥淭he new website is really good and makes finding basic information easy.鈥

General advice and guidance

Customers value the wealth of information and guidance available on the Commission鈥檚 website.

Many say it is clear, accessible and covers all the key elements those involved in the running of charities need to know.

Some say guidance has improved in the past year, and has been particularly useful in light of the COVID-19 pandemic.

Quotes from research

鈥淐larity about subject matter and detail when needed.鈥

鈥淕uidance is clear and use of examples has improved.鈥

鈥淕uides for trustees etc. in pdf format. Very helpful to email on to trustees and clearly worded.鈥

鈥淗aving COVID-19 guidance on governance issues highlighted clearly.鈥

Updating details online

Many say the online filing system works well, and they appreciate the ease at which they can update details about their charity online.

Quotes from research

鈥淚n providing charity information to the Charity Commission, the site is user friendly which is very important for slightly older and less capable (in terms of modern technologies) clerical officers like myself.鈥

鈥淯pdating information is straightforward.鈥

鈥淭he layout and procedure for updating Trustees details and information.鈥

Areas for improvement

Whilst the Commission is seen to provide detailed and helpful services, ratings for concision and ease of access remain lower.

Description of Charity Commission services Percentage who agreed Percentage who disagreed Percentage who agreed from 2019 to 2020 survey
Comprehensive 73% 6% 72%
Sufficiently detailed 72% 7% 71%
Aimed at people in roles like mine 68% 9% 69%
Clear 67% 10% 64%
Easy to understand or follow 65% 11% 62%
Easy to find or access 62% 13% 59%
Understands my needs 59% 13% Not applicable
Concise 58% 12% 60%

Note: survey question was 鈥淯sing a scale of 1 to 5, to what extent would you say that the services provided by the Charity Commission are鈥 Base: 2019 (1,405), 2020 (1,315)

Calls for improvement centre on providing clear and accessible information for all customers

Clear and accessible information

Despite some suggestion that the Commission has improved its website and guidance over the past year, the most common criticisms still relate to 鈥榗omplicated鈥 information that some feel is inaccessible to those who may be less experienced or work for smaller charities.

Terminology used is sometimes viewed to be overly complex or legal in nature, and not aimed at ordinary people.

Quotes from research

鈥淭he Commission is excessively complex, bureaucratic, impractical and generally unhelpful. Guidance is wordy, often unclear and requires interpretation.鈥

鈥淚 get more informative and supportive advice elsewhere. I don鈥檛 feel they are there for the smaller operations.鈥

鈥淚 think that the guidance, whilst good, does tend to throw the reader into loops within the pages of info and you don鈥檛 always find what you are looking for.鈥

Responsiveness

Understandably, those frustrated with the website or guidance believe the Commission needs to provide an option to speak to a member of staff to try to resolve queries.

Some feel the process of contacting the contact centre or email queries can take far too long, leaving them confused or unable to resolve their issue.

Quotes from research 鈥淚 would prefer to be able to easily make contact by email, so I have a clear record of what was asked and the response. I find the guidance hard to unpick and unclear or contradictory.鈥

鈥淚t is extremely difficult to make direct verbal contact with an officer.鈥

鈥淎 couple of conversations with the Case Officer resolved, in about 30 minutes, outstanding issues that had been dragging on previously for months.鈥

Website functionality

As was prevalent in last year鈥檚 survey, there are complaints that the website is too difficult to navigate.

It is seen to be 鈥榗lunky鈥 and unresponsive in many areas, such as when using the search function, navigating through guidance or looking for specific information.

Quotes from research

鈥淚 do think that navigating around the website could be made easier. For example, when I want to log in to my account there is not one place to go to find it I find myself fishing all over the website to find where to log in.鈥

鈥淚 think the website needs a complete overhaul.鈥

Interpretation of guidance

Some suggest that the Commission fails to advise charities where guidance requires a 鈥榬eal world interpretation鈥.

These people are frustrated with a 鈥榦ne size fits all approach鈥 which ignores the needs of specific charities or does not account for how the rules may apply to charities in 鈥榬eal life鈥.

This is partly seen to be linked to difficulty in speaking to an advisor or case worker.

Quotes from research

鈥淚 appreciate that hard and fast lines need to be drawn, and the website is clear in this area. However, there are grey areas in the work of a charity, and the charity for which I volunteer has found that help with grey areas is not really available.鈥

鈥淚 think they could sometimes try to be clear in their answers to queries. One gets the feeling that the rules are repeated and left to one鈥檚 interpretation.鈥

鈥淥ur trustees sometimes feel that they need expert advise to correctly interpret the rules.鈥

Overall, customers would like to receive more help from staff verbally or guidance that is better tailored to certain audiences or processes

Quotes from research

Verbal contact from the Commission

鈥淎bility to book a Zoom or Skype conference call to get explanations on requests or seek more information and advice.鈥

鈥淎 phone number to call for clarity on things, if we are not quite sure how to do something without thinking we will get in to trouble by the Charity Commission if we haven鈥檛 got it quite right.鈥

More information or guidance on specific processes, for example, reporting serious incidents, good practice during COVID-19

鈥淭he annual return, I totally understand the benefits of updating it but more comprehensive guidance notes would help.鈥

鈥淩eporting a serious incident could be simpler. I found that I was repeating myself on the multi page form as it was not clear what to write in each box. The guidance notes are no help with this.鈥

鈥淲e are changing to a CIO and it would be good if there was a step by step guide that we could understand on what is required and when.鈥

More tailored guidance, for example, for both smaller and larger charities, supported by more 鈥榬eal world鈥 examples

鈥淎 far more intuitive question function. Our charity is a diocese in the church of England and has complicated rules and the generic charity rules don鈥檛 always cover the depth of question or provide the right level of detail.鈥

Customers who had not had contact with the Charity Commission

The few who had not had contact with the Charity Commission thought they did not want or need it

5% of those surveyed had no contact with the Charity Commission.

Why customers had no contact with the Charity Commission

  1. I did not want or need any help or contact (85%)
  2. I wanted help with the management of my charity but I did not know that the Charity Commission provided it (4%)
  3. I wanted help with the management of my charity but I got it from another source (3%)
  4. I wanted help with the management of my charity but did not know where to start (3%)
  5. Other (7%)

Methodology

Yonder conducted an online survey of 1,315 participants taken from the Charity Commission鈥檚 database of charity main contacts. Participants came from a range of charity types, regional areas of focus, and length of tenure. Sample is not representative of the charity register.

Where relevant, answer options were randomised and scales rotated.

Appendix

Involvement in the COVID-19 pandemic

How respondents said their charity had been involved in the response to the COVID-19 pandemic Percentage who said their charity had been involved in a particular way
Not involved 49%
Helping those in isolation 25%
Other 21%
Helping those in financial need 18%
Helping those shielding 16%
Delivering medical care 4%
Medical research 1%

鈥極ther鈥 includes:

  • delivering or coordinating food supplies
  • general COVID-19 advice
  • childcare
  • education
  • accommodation
  • online support

About the survey respondents

Role

Charity role Percentage of respondents
Trustee 36%
Member of staff 26%
Chair 25%
Treasurer 22%
Volunteer 11%
Other 7%
Professional advisor 2%

Years operating

Number of years the charity has been operating Percentage of respondents
Up to 5 years 25%
6 to 10 years 9%
11 to 15 years 7%
16 to 20 years 9%
21 to 30 years 13%
31 to 50 years 16%
51 to 75 years 7%
76 years or more 14%

Charity income

Charity income Percentage of respondents
拢0 to 拢10,000 26%
拢10,001 to 拢25,000 15%
拢25,001 to 拢100,000 21%
拢100,001 to 拢500,000 17%
拢500,001 to 拢1 million 4%
拢1,000,001 to 拢5 million 7%
More than 拢5 million 8%

Geography (primary area)

Charity primary area or country Percentage of respondents
South East 15%
London 12%
South West 12%
No primary area 10%
East of England 9%
North West 8%
West Midlands 7%
Yorkshire and the Humber 7%
East Midlands 6%
Overseas 6%
North East 4%
Wales 4%
Scotland 0%
Northern Ireland 0%

Charity remit

Charity remit Percentage of respondents
Education or training 40%
Prevention or relief of poverty 19%
Health or saving lives 17%
Religious activities 17%
General charitable purposes 16%
Arts, culture or heritage 15%
Recreation 13%
Disability 11%
Economic or community development, or unemployment 9%
Other charitable purposes 9%
Environment or conservation 8%
Accommodation or housing 6%
Amateur sport 6%
Equality or diversity 6%
Overseas aid or famine 5%
Animal welfare 3%
Human rights, religious or racial harmony 3%
Science and technology 2%
Armed forces or emergency services 2%