pay roll giving by surat sandhu 22 august 2014. why individual fundraising? payroll giving-what,...

pay roll giving

bysurat sandhu

22 August 2014

• Why individual fundraising?• Payroll giving-What, Why?

• Why it makes sense for companies and NGOs• Simple steps to start payroll giving• Share experience thus far

Getting you to your Potential

We are sure• Every organization wants to raise more and

spend less to do it• Every organization can raise more by being

more strategic• Most people in THIS room are already using

reasonably effective techniques

• Individuals/Corporates- $ 1.5 Billion

• FCRA- $ 4 Billion

• Government- $ 5 Billion

Which is the most important ???

•

• Individuals/Corporates- $ 1.5 Billion*• FCRA- $ 4 Billion• Government- $ 5 Billion

*Potential $ 15 Billion plus

Individuals74%

Legacies10%

Trusts/fdns11%

Corporate5%

Why is individual FR important?

Who has the money? Credibility-of organisation Respect-of organisation Independence Sustainability Unrestricted Funds

Why Poor Fundraising

People do not know us Are we sure we know what we need What do we tell prospects We do not know WHO, HOW & HOW MUCH

to ask? No Fundraisers No Investment Over dependent on International Agencies

In all this potential

• Are you getting your market share

• If NOT whose fault is it?

• The donors or yours?

• And Funds

Where are these individuals• Houses

• Markets

• Everywhere

• But where concentrated and as a group– In any office– In any corporate– Factory etc

• Payroll giving is an effective and efficient method by which employees can voluntarily make small but regular donations from their salary to a cause (of their choice)

What is payroll giving

simply put

• A voluntary donation programme• Implemented by NGOs/companies for their employees• Can be as part of a company’s corporate social

responsibility• Employees can contribute a small amount every month.• Which gets deducted from their salary (hence ‘payroll’)• And goes to a specific cause/ your NGO

and

• The employee fills in a sign up form • Employee specifies the NGO • Payroll dept deducts the amount every month• Passes on the amount to your/specified NGO• Usually the commitment is for an agreed

duration

Sample sign up form• Name:

• Employee ID:

• Monthly Contribution (Rs):

• Duration (Months):

• Address:

• Signature:

Rs 100 a month througha Payroll Giving programme

Eg. $ 6000 per year = appropriate clothing and footwear for school for 60 disadvantaged young students

Would you miss the $ 5

*Based on average month of 4.2 weeks

Giving Calculator – An exampleGiving Calculator – An example

If an employee chooses to donate $ 5, $ 10 or $ 25 a If an employee chooses to donate $ 5, $ 10 or $ 25 a month from their salary month from their salary

Equivalent of Donation

Reduced take home

pay

Annual cost to the employee

Annual contribution to

community

A Coffee + $ 5 $ 60

Lunch + $ 10 $ 120

Dinner for Two

$ 25 $ 300

• Provides regular and often, general income

• Long donor life – Donors tend to continue giving for a long time,

unless they change jobs etc–Low cost per donor acquired – By signing on one company, you sign on

several individual donors.

Why payroll giving

Why PRG

• Ability to attract new donors – Existing donors will often motivate their peers to

give.– Helps create a database

• Easy to implement – Establish a pattern and run with it every month.

• Source of regular funds

Business Benefits

Contributeto ourculture

Enhance existing

communityinvolvement

Implementedat a low cost

Boost staff morale

Enhance staff recruitment

and retention

Strengthenour

communitylinks

Enhance reputation and profile

Businessbenefits

Staff Benefits

Avoid collecting

receipts

Tax deduction

Boostmorale –

‘feel good’ factor

Contributeeven when

busy

Get involved

easily

Supportcauses we care about

Staffbenefits

$1.7

$850

$1020

India

UK

USA

Donations percapita each year

There is enormous potential

for growth in India

Workplace giving has significant potential in AsiaIncreases the possibility of Payroll Giving

Don’t Forget

“What's in it for the corporate”Think about why the company should associate

with you

Challenges

• it’s mostly a CEO decision• restricting choice of causes/NGOs• access to employees• need for an automated, online system• hassles-

– managing employee changes– unknown NGO brands could have a start up problem

• Start in your own organisation– Get staff in your own organisation to voluntarily

contribute. Then look to establish payroll giving in other organisations and companies.

• Identify company – personal contacts, directories, magazines,

websites, media, PR agencies, local/ regional companies

Simple steps to start PRG

The Case

“The case is an expression of the cause,

or a clear, compelling statement

of all of the reasons why anyone should consider making a contribution in support

of or to advance our work.”

Simple steps

• Get management support– Management creates enthusiasm among employees. – The company could even make a matching donation!

• Winning over staff– Form a working committee – These are people within the company who will work

with you/help to implement the programme. Don’t forget union leaders, etc

– Presentations at work place/canteen

Tell a story

• Have a script/presentation ready that:– captures the staff’s attention– highlights your organisation’s achievements– build credibility– Suggest options for partnership/PRG

Philanthropy/Giving is the Mystical Mingling of:

‘An artful asker’

‘A joyous giver’,

&

‘A grateful recipient!’

• Establish accounting and auditing procedures– Decide with the finance department methods to

ensure monthly deductions from salaries, and agree what reports and materials you will provide to employees.

– Intra News letter• Determine campaign approach

– Make a list of things to do and allocate responsibility for every activity – distributing fliers, putting up posters, and making presentations to groups of employees.

Simple steps to start PRG

Simple steps

• Follow up – Say thank you, send individuals your

annual report through the company, encourage employees to visit your work, get your organisation featured in their newsletter.

• Measure and report results – Evaluate periodically and discuss

ways to improve.

Involvement

• Scholarships

• Make it interesting

• Staff team building exercises

• Social tourism

• Donate and sell a skill

• Cricket, other matches

MASTER LIST OF EMPLOYEES

Name Emp.ID Desig. Dept. BranchLocation Email ID

A sample employee master-list

How?

• Out source-Give India, CAF etc

• DIY-HelpAge India

CAF experience

• Give As You Earn (GAYE)

HelpAge India

• Oldest PRG program started in India 1996

• Raises about a $ 3,00,000

• Most of the supporters are blue collar workers

POSSIBILITIES

If just 2,000 of the corporate workforce If just 2,000 of the corporate workforce

Donated $ 5 a month through workplace Donated $ 5 a month through workplace giving, giving,

an extra $ 10,000 per monthan extra $ 10,000 per month

would be raised by your NGOwould be raised by your NGO

While you get to know something good n beautiful, the first thing you should do is to share it with your friends.

So that knowledge will spread and get applied everywhere.

I think I just did

Thank Yousurat