1. 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

2. 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

3. £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

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

5. 11/05/2017 “
A charitable donation freely given for no reward

6. 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

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

8. 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

9. 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.

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

11. 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

12. Payroll Giving Benefits
11/05/2017
Payroll Giving Benefits

13. 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

14. 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

15. 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

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

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

18. “ “ 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. “

19. 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

20. 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

21.   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  

22. 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

23. 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

24. Resource links Publications
11/05/2017
Resource links
Assoc of Payroll Giving Organisations
Institute of Fundraising
HMRC
Charities Trust
Publications
Payroll Giving | The Essential Guide to Fundraising Institute of Fundraising website

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

26. 11/05/2017
Question time

27. 11/05/2017
Thank you