maximising gift aid using online tools

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© 2009 Fundraising UK Ltd www.fundraising.c o.uk Maximising Gift Aid using online tools Presented at ‘Effective and Innovative Gift Aid’ 5 May 2009 Howard Lake Fundraising UK Ltd www.fundraising.co.uk [email protected] 01206 579081

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How charities can use their websites, email communications, and social media websites and tools to maximise their income from donations made under Gift Aid.

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Page 1: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Maximising Gift Aid using online tools

Presented at ‘Effective and Innovative Gift Aid’5 May 2009

Howard LakeFundraising UK Ltd

[email protected]

01206 579081

Page 2: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

New media is a very high-reach, low-cost medium driven

by content. The great advantage for charities is that

they have a great story to tell… New media allows people to participate, so

they're not passive recipients of advertising.

Joe BarrellHead of Communications, Save the Children

Collecting by Clicks, by Trina WallaceSocietyGuardian.co.uk

17 May 2007

Page 3: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Online opportunities

Using your own website/email communications

Using third parties’ services Using social media sites and

services For existing and potential

supporters

Page 4: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Why bother?

Almost a third of UK adults don't know they can give to charities tax effectively and

only one in three could name Gift Aid, unprompted,

according to a new report from CAF.

UK Fundraising24 April 2009

www.fundraising.co.uk/node/178212

Page 5: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

1. On your site Do all relevant donation forms feature

Gift Aid declaration? Interactive and downloadable forms?

Plan to update them three times from Jan-April 2010.

Explanation of Gift Aid? For higher rate taxpayers? Links to HMRC advice?

Mention of Postal Orders? Trumpet your Gift Aid income and

conversion rate?

Page 6: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Check again

Page 7: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.ukIn your email

communications Feature Gift Aid and need for

declaration in all email signatures Occasional email to supporters

about Gift Aid Feature in email newsletters

Page 8: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Triggers for email

Approach of end of financial year Filling in personal tax forms with

donation option Report back on Gift Aid

successes/totals 2010 Gift Aid reclaim period

reductions

Page 9: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

2. Use third party tools

Page 10: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk3. New media, new

opportunities

Page 11: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Why? Numbers!

More than 200 million active users

More than 100 million users log on to Facebook at least once each day

10 hours of video is uploaded to YouTube every minute

More than 3 billion photos

Page 12: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Page 13: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Supporters have friends…

Ease and speed of sharing ideas, thoughts, requests…

Twitter – retweet Email – forward Facebook – status

updates etc

Page 14: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.ukSocial networks deliver

people

Since launch, Facebook has become our second

biggest referrer, after Google. And it's getting ever closer to number

one. Simon Doggett, Justgiving

22 August 2007whitewater.biz/journal/archives/2007/08/catching_up.html

Page 15: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.ukSocial networks deliver

people

4.98% of all traffic to Bmycharity has come through Twitter in the

last month

Ben Brabyn, Bmycharity.com27 April 2009

www.facebook.com

Page 16: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.ukFirst steps on social

networks See which sites other charities are

using, and how Explore, use it yourself Search for your charity’s name: who

is talking about you? Register an account in your

charity’s name, if only to protect yourself e.g.– twitter.com/britishredcross

Page 17: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

www.youtube.com/watch?v=tHBXaOHH_2I

Humour

Page 18: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Flickr.com

Photo: Mmm, Gift Aid…www.flickr.com/photos/justgiving/

Page 19: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Using Flickr.com

Create a photo that shows you what Gift Aid reclaims have let your charity achieve in past year

Encourage supporters to share, forward, embed the picture

Photo: www.flickr.com/photos/bidwiya/

Page 20: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Social networking sites [are] so important for charities… they essentially represent the future of community

fundraising – Web 2.0 enabling Community

Fundraising 2.0.

Bryan Millerwww.fundraising.co.uk/blogs/bryanmiller

21 July 2007

Significance of Facebook

Page 21: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Offers audience and its own tools

The Children’s Trust announce challenge event on Facebook.

16 August 2007

Page 22: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Using blogs

Even the Director, Barbara Stocking

March 2007

Page 23: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Micro-blogging

Page 24: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.ukCustomer service

(public/private)

Twitter.com/wateraid06/02/2009

Page 25: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

“The story continued to unfold at breathtaking speed - live, in real time - and Mara Triangle were answering questions from Twitter users throughout; providing donors and prospective donors with unique insights into the challenges they face and the incredible work they do”. Rachel Beer, www.thecharityplace.co.uk

Page 26: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

What are widgets?

… small applications that can be incorporated into anyone’s

web page… They can help companies sell their wares,

effectively creating shop fronts in millions of new locations.

Rosie Swash and Paul MacInnesThe Guardian

24 March 2007, p.16

Page 27: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.ukLet fundraisers promote

you/them

Page 28: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Putting them all together

For a lesson in using social media to... connect people and causes, you couldn’t get a much better

example than Mara Triangle, who have integrated content on

Facebook, Flickr, and Vimeo, and are microblogging updates

regularly using Twitter

Rachel Beerwww.thecharityplace.co.uk

7 June 2008

Page 29: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

So, what should you do? Check your website and email

communications promote Gift Aid Use third-party online fundraising

tools Explore using social networking and

tools to promote Gift Aid

Page 30: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.ukA practical approach to

success

Oxfam’s Web site is moving from being

‘about Oxfam GB’ to ‘being Oxfam GB’

Andrew HattonOxfam GBJune 2001

Page 31: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Find out more

www.thecharityplace.org beth.typepad.com/beths_blog www.fundraising.co.uk/taxonomy/term/

2493 www.fundraising.co.uk/news/new-media www.fundraising.co.uk/blogs/bryanmiller www.fundraising.co.uk/forums/giftaid

Page 32: Maximising Gift Aid using online tools

© 2009 Fundraising UK Ltd

www.fundraising.co.uk

Thank you

Howard LakeFundraising UK [email protected] 579081

www.twitter.com/howardlakewww.twitter.com/ukfundraising