Payroll Giving Special Interest Group Conference 2012 Understanding the Money – Disbursement Statements Juliet Lupton

Information for all charities……..from the bank statement 8 JunAutomated CreditCHARITABLE GIVING1 PAYROLL GIVING JunAutomated CreditCAFGYE GYE JunAutomated CreditCHARITIES TRST PYM CT

Disbursement Statements Each PGA supplies to their own format Each PGA has their own scale of charges Each PGA disburses to their own timing Each PGA has their own support mechanism for queries All supply by to minimise costs

Information contained in Disbursement Statements For Each Donor Donor’s Employer Donor’s Name Donor’s Address PGA Reference Number PFO Amount Disbursed Amount of Employer Match (if any) New donor indicator

Additional Information from some PGAs Gross Donation Amount Administration Charges Net Donation Amount Additional Reference Numbers

Variations in Disbursement Information Donor chooses to be anonymous Employer chooses to be anonymous Donor identified but no address details provided Indication of multiple donor payments

Disbursement Processing Reconcile disbursement total to bank statement! Identify new donors and match to donor pledges  Record PGA reference number  Record additional donor information provided by PGA Identify new donors without a pledge  Create a new donor record to facilitate donation tracking and communication

Disbursement Processing cont… Record donation amounts from new and ongoing donors Confirm that donation amount updates match to disbursement totals

Information NOT in a Disbursement Statement Who did Not make a donation! Who has cancelled their pledge! Who has left their employment/ retired!

Time for Analysis I Donors Donors who failed to give when their colleagues made donations Donors giving different amounts

Time for Analysis II Employers Employers not supplying donations for any employees Employers changing administration charge policy Employers changing matching policy Employers making annual/ one-off match

Time for Analysis III Overall No of donors giving for first time v pledges outstanding Changes in donation amounts

Forecasting Future Income Past Donor Performance Success rate for new donor recruitment Lapse rates All based on your charity’s donor data as every charity is different!

What might be unique? Your charity’s reliance on particular employers/ industry sectors for donors Past successful campaigns Level of appeal of competitor charities

Useful Metrics (Annual) Change in average/ median donation amounts Change in average donor life span Change admin charge payment rates Change in employer matching levels

In Conclusion Your results are going to be fascinating and will enable you to compare payroll giving against other forms of regular giving from a position of knowledge