Launching your Payroll Giving Scheme 11/05/2017 Launching your Payroll Giving Scheme Euan Imrie | Chief Operating Officer, Charities Trust Clare Beavan | Foundation Manager, DWF Solicitors

What it is & how it works Benefits Launching & promoting 11/05/2017 What it is & how it works Benefits Launching & promoting Case study | DWF Useful resources Q&As

£90 million paid to charity 11/05/2017 Charities Trust Payroll Giving Agency Donations Management £90 million paid to charity 2016/17 1,000+ clients 18,000+ charity payouts

Payroll Giving What is it? 11/05/2017 Payroll Giving What is it?

11/05/2017 “ A charitable donation freely given for no reward

Stats Over 1m individual donors £130m raised in 2016/17 11/05/2017 Stats Over 1m individual donors £130m raised in 2016/17 Over £2bn raised in 30yrs Average donor gives for 7yrs

Payroll Giving How does it work? 11/05/2017 Payroll Giving How does it work?

11/05/2017 Definitions Gross pay Total amount of money before taxes or other deductions are subtracted from salary Income tax Calculated on Gross Pay, less certain deductions like Payroll Giving Net pay ‘Take-home pay’ the remaining amount of an employee's gross pay after all deductions

Tax relief | Basic rate taxpayer (20%) £10 monthly donation 11/05/2017 Tax relief | Basic rate taxpayer (20%) £10 monthly donation Payroll Giving? NO YES Gross pay £1,000 PG deduction before tax - £10 Taxable pay £990 Income tax (20%) £200 £198 Net pay £800 £792 £10 to charity £8 cost to donor NB: This is a simplistic example - assumes no personal allowance, NI etc.

Main players Donors / Employees Employers Payroll Giving Agencies 11/05/2017 Main players Donors / Employees Employers Payroll Giving Agencies Charities

5 simple steps Employer deducts donations 1 2 3 4 5 11/05/2017 simple steps Employer deducts donations Sends deductions & lists to PGA PGA processes deductions Sends funds to charity within 35 days Charity access donor details 1 2 3 4 5

Payroll Giving Benefits 11/05/2017 Payroll Giving Benefits

For donors Tax efficient Easy & convenient 11/05/2017 For donors Tax efficient Easy & convenient Support more than one charity Changed or stopped at any time Safe & secure/ no bank details Costs less so give more

For employers Easy to set up & simple to run Low cost 11/05/2017 For employers Easy to set up & simple to run Low cost Boosts staff morale & recruitment Integral role in CSR strategy Engages employees in COTY Easy to match Enhances public image Quality Marks & awards

For charities Regular income Unrestricted income 11/05/2017 For charities Regular income Unrestricted income Donors give for an average of 7yrs Taps into new donor market Tax benefits (donors may give more) Low admin costs Donor data Grows corporate partnerships

Payroll Giving Launching & promoting 11/05/2017 Payroll Giving Launching & promoting

Paper Forms | Online Forms | Benefit Platforms 11/05/2017 Donor recruitment Charities Employers PFOs PGAs Paper Forms | Online Forms | Benefit Platforms

“ “ Corporate partner A great place to start to get Payroll Giving 11/05/2017 Recruiting through a Corporate partner “ A great place to start to get Payroll Giving off the ground. “

11/05/2017 RMG – Hospice UK When partnership began there were just 475 payroll giving donors This increased to 6,123 donors Aim was to generate £500,000 During the three year partnership £690,000 was raised

Payroll Teams Not complicated - couldn’t be easier 11/05/2017 Selling it to Payroll Teams Not complicated - couldn’t be easier Just another deduction Payroll systems / Bureau are set up PGA / PFO provide deductions file Fits with your monthly payroll cycle Feels good enabling colleagues to give to their favourite causes Great way to make a start or enhance CSR

  Working with a PFO Professional / experts Access to employers 11/05/2017 Working with a PFO Advantages Professional / experts Access to employers Low cost acquisition Resource & support Disadvantages Large charities Fee per donor Lots of causes Sign up rates  

Small/medium charities 11/05/2017 Small/medium charities Introduce a scheme for your employees Always helps to sell it to corporates if you do it yourself Engage with PGA Access promotional materials Establish PGA registration options (online / paper) Makes it easy for employers to get up and running

Promote it through your donor & supporter base 11/05/2017 Promote it through your donor & supporter base Provide them with materials & info to take to their employers Direct approaches to corporate supporters Offer easy set up through partner PGA Great way for corporates to start or enhance CSR Easy for employer to match employee donations

Resource links Publications 11/05/2017 Resource links www.apgo.org.uk Assoc of Payroll Giving Organisations www.institute-of-fundraising.org.uk Institute of Fundraising www.hmrc.gov.uk/charities HMRC www.charitiestrust.org.uk Charities Trust Publications Payroll Giving | The Essential Guide to Fundraising Institute of Fundraising website

Clare Beavan Foundation Manager | DWF Solicitors 11/05/2017 Clare Beavan Foundation Manager | DWF Solicitors

11/05/2017 Question time

11/05/2017 Thank you