How Should an INGO Publish Its IATI Data and Charter4Change Figures on Its Website?
Key takeaways
- FCDO encourages, and in most of its agreements mandates, implementing partners to publish organisation and activity data to the IATI Standard, with activity data updated quarterly and the organisation file annually.
- Charter4Change signatories commit to publish the amount or percentage of funding passed to national NGOs, and the charter places that figure in public accounts and to the IATI standard rather than on a web page.
- The IATI Registry was replaced by IATI Account in December 2025, and old Registry links now land on a notice, so a transparency page that has not changed since then may no longer lead anywhere.
- An open-data page should carry the organisation identifier, a link to the data in a portal a person can read, the update frequency and last refresh, the exclusions policy and a role to contact.
- A funding share is only checkable if the page states the year, the definition of local partner and where the figure comes from, and that definition matches the organisation types coded in the IATI data.
- Charter4Change's 2025 Spotlight found only half of reporting signatories publishing their accounts publicly and/or through IATI, and transparency was the commitment signatories scored themselves lowest on.
Summary
IATI data is published through IATI's own systems and the Charter4Change funding share belongs in the public accounts, but both are judged on the NGO's own website, which is where a funder, partner or journalist goes to find them. One open-data page should carry the organisation identifier, links to the data in a portal a person can read, how often each file is updated, the exclusions policy and, for signatories, the funding share with its year, its definition of a local partner and its source. The IATI Registry was replaced in December 2025, so many existing pages now point at a notice rather than at the data. This post sets out what the page carries, how to make the three versions of the figure agree and who keeps it current.
The Short Answer
Give the data one page of its own and link it from your accountability or transparency section. The page states your IATI organisation identifier, links to the data in a portal a person can read, says how often each file is updated and when it last was, and links your exclusions policy. If you have signed Charter4Change, the same page carries your funding share with its year, its definition of a local partner and its source. Each figure on the page should match the one in your accounts and in your IATI data.
Both commitments are kept somewhere else. Both are checked on your website.
Two Commitments That Live Off-Site
FCDO's IATI guidelines say it "encourages, and in most agreements mandates" implementing partners to publish organisation and activity data to the IATI Standard. Activity files are expected quarterly and the organisation file annually. The publishing happens through IATI's systems, and the guidelines say nothing about your own site. How that clause sits among the other things an FCDO assessor reads is covered in what an NGO's website can answer before FCDO due diligence.
Charter4Change is voluntary. Its commitments page says "Publish the amount or percentage of funding that is passed to NNGOs", and the full charter commits signatories to publish it "in our public accounts" and "to the IATI standard". It does not mention a web page either.
Yet a funder, a partner or a journalist starts on your site, not in an XML file. The section checklist gives the open-data page its own row for that reason. Why partners in particular look for the funding share, and why it means little without its basis, is the subject of what local partners look for. This post deals with the page that holds it.
The Registry Has Gone
Many transparency pages were written around the IATI Registry. IATI's own documentation says the Registry "was permanently replaced by a new site, IATI Account, in December 2025", with public information about publishers and their files moved to the IATI Dashboard. An old Registry address now opens a notice saying the Registry has been replaced. FCDO's guidelines, last updated in April 2023, still describe the Registry, so take current locations from IATI rather than from the guidelines.
The result is a page that broke without anyone touching it. Christian Aid's IATI page still sends readers to its Registry listing and says it publishes data on its "DFID-funded work". Its data, viewed on d-portal, lists activities ending in October and November 2026. I loaded both on 1 October 2026. The data is current. The page that points to it is not.
What the Open-Data Page Carries
Five things, each one short.
- Your organisation identifier, written out. IATI's guidance on identifiers builds it from two parts: the code of the agency you are registered with and the number that agency gave you. Christian Aid's, for example, is GB-CHC-1105851, built from its charity number. Write it as text so it can be copied into a search, not only inside a link.
- Somewhere a person can read the data. A link to the raw files serves a developer. A link to d-portal filtered to your identifier serves everyone else, and FCDO lists d-portal among the tools it uses to monitor partners. Link the IATI Dashboard as well, for readers who want the files.
- What the data covers. All of your funding or only some funders' grants, and from which year. A reader who finds one programme missing should be able to tell whether it was left out by design.
- How often, and when last. The guidelines expect the activity file quarterly and the organisation file annually. State both, and the month of the last refresh. A frequency without a date is a promise nobody can check.
- Your exclusions policy, and who to ask. The guidelines make each partner decide what can safely be published and set that out in "a publicly available exclusions policy". Link it, and give a role mailbox for questions about the data.
Picture an assessor checking a new partner. They open your page, copy the identifier, find the activities, see that the last refresh was this quarter and read why two countries are absent. Every question they would have emailed is already answered.
The Funding Share, Beside Its Workings
For a Charter4Change signatory, the funding share sits on the same page, because it should be the same number in three places: the accounts, the IATI data and the website. The charter asks signatories to categorise partners "using a recognised categorisation", and that choice is where the three versions part company.
IATI records each recipient's type from a fixed organisation type list. It has a code for "National NGO" and a separate one for "Partner Country based NGO", described as a "Local and National NGO / CSO based in aid/assistance recipient country". If your page counts one group and your IATI data codes partners as the other, a reader who adds up the transactions will not reach your percentage. State on the page which definition the figure uses, the financial year it covers, what it is a share of and where in the accounts it comes from. Then make sure the IATI data is coded the same way.
CBM Global's Charter4Change page shows the figure on the web, dated, and says the partner expenditure is "published through our annual reports". That sentence is the cross-reference a reader needs. A link to the report, and the note it comes from, would let them follow it in one click. I loaded the page on 1 October 2026 and have not checked how its figures were calculated.
Few signatories get this far. Charter4Change's 2025 Spotlight, self-reported by signatories for 2024, found "only half of reporting signatories publishing their accounts publicly and/or through IATI". When the 32 responding signatories scored their own compliance from 0 to 5, transparency came out at 3.5, the lowest of the seven commitments scored. A page that shows the figure with its workings is still unusual, which is what makes it worth publishing.
Who Keeps It True
The page draws on three owners. Finance owns the funding share and the accounts it comes from. Whoever publishes the IATI files, often finance or grants, owns the identifier, the coverage statement and the refresh date. The web team owns the links. None of them alone will notice when another changes.
Tie the page to the calendar the data already keeps. Each quarterly activity refresh, the page's "last updated" line changes. Each set of approved accounts, the funding share and its year change, and the old figure moves to an archive with its own source. Each change in an external tool, as with the Registry, means checking every outbound link. Put those triggers in your content governance cycle, and treat the funding share with the same discipline as a where-your-money-goes page: a number traced to approved accounts, never a number typed in once.
I would review the page on the same quarterly cycle as the activity file, because that is the rhythm the data sets and the one an assessor will test it against.
An open-data page is short, and it is easy to write once and forget. The data moves every quarter and the tools around it move too. IATI holds the data. Your website holds the claim that it is there.
Further Reading
- Section 16: Transparency and IATI
- Section 46: Localisation commitments
- Section 87: Open data
- What Do Local Partners Look For on an International NGO's Website?
- What Can an NGO's Website Answer Before FCDO Due Diligence Starts?
- Where Your Money Goes: How a Charity Shows Its Spending Without Misleading Anyone
- Publishing Your Nonprofit Annual Report Online
- Content Governance for Nonprofit Websites
What This Post Does Not Cover
This is about the website: what the open-data page carries, how its figures should agree and who keeps it current. It is not guidance on producing IATI files, on what your exclusions policy should withhold or on how to calculate a Charter4Change funding share, which belong with your finance, programme and security leads and, for the technical side, with IATI's own documentation. Where your funding agreement says something different from this post, the agreement governs. The examples are public pages, loaded on the date given, and naming them implies no working relationship with Socialectric.
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Frequently asked questions
- Do we have to publish our IATI data on our website?
No. Where your FCDO agreement carries the IATI clause, the duty is to publish to the IATI Standard, which happens through IATI's own systems. FCDO's IATI guidelines say nothing about your website. A page that points to the data is best practice, and it is the page an assessor actually clicks. The open data row of the section checklist tags it Conditional on the agreement for that reason.
- Our transparency page links to the IATI Registry. What should it link to now?
IATI's documentation says the Registry was permanently replaced by IATI Account in December 2025, and that public information about publishers and their data files is now on the IATI Dashboard. For a reader who wants to see the data rather than the files, link a d-portal view filtered to your organisation identifier.
- Do Charter4Change signatories have to put the funding share on their website?
Not in those words. The commitments page says "Publish the amount or percentage of funding that is passed to NNGOs", and the full charter puts it in public accounts and to the IATI standard. The charter is voluntary. A web page is where partners will look for the figure, which is why what local partners look for treats it as a page worth having.
- What should the page say about data we do not publish?
Link your exclusions policy and say in a sentence what it covers. FCDO's guidelines make each partner responsible for deciding what can and cannot be published and expect that to be set out in "a publicly available exclusions policy". What goes in it is a decision for your programme and security leads, not the web team.
- How often should the open-data page change?
At least as often as the data it describes: each quarterly refresh of the activity file, each annual organisation file and each new set of accounts. Put the page on the same calendar and give it an owner, as described in content governance for nonprofit websites.