Payroll Giving Special Interest Group Conference 2012 Understanding the Money –

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

2. Information for all charities……..from the bank statement 8 Jun Automated Credit CHARITABLE GIVING1 PAYROLL GIVING 1234.56 28 Jun Automated Credit CAFGYE31000780095 GYE31000780095 4567.89 29 Jun Automated Credit CHARITIES TRST PYM CT247 6789.01

3. 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 email to minimise costs

4. 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

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

6. 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

7. 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

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

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

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

11. 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

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

13. 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!

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

15. 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

16. 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