Breaking down the silos an Institute of Fundraising Payroll Giving and Corporate Special Interest Group Event. Tuesday 26th Apr 2016, London

Transcription

1 Breaking down the silos an Institute of Fundraising Payroll Giving and Corporate Special Interest Group Event. Tuesday 26th Apr 2016, London Marie Curie Presentation Slides. Rhiannon Hunter - Workplace Giving Development Manager Joanna Hancock - Head of Corporate Account Management

2 Agenda About Marie Curie Corporate Partnerships Payroll Giving Historical set up old ways of working Why work together? Concerns and Myths What have we learned? Taking action Next steps & Recommendations 2

3 Who we are Our 2000 Marie Curie Nurses cover 96% of the UK. Providing hands on nursing care and practical support in patients homes. Last year, our nurses cared for more than 31,500 patients Marie Curie Hospices provide care for more than 8000* people living with a terminal illness in the UK each year. More than 40,000 visits were made to our day or outpatient services Our free Information and Support Service, as well as the Helper Service offer support and companionship to anyone affected by a terminal illness 3

4 Benefits of Corporate partnerships Access to large workforces and a diverse demographic Multiple income streams and opportunities for cross team working Long term sustainable income through multi year partnerships Increased brand awareness Non financial support to reduce the bottom line and directly support beneficiaries Improved understanding of the charities work Notes: further details here (or delete) Source: details here (or delete) 4

5 Benefits of Workplace Giving for Charity Regular, reliable income stream, which allows a charity to plan ahead and budget for the future Donations usually continue to be deducted from an employee s pay until they change their employment Payroll Giving can be the first step in building a long-lasting and lucrative relationship with an employer Payroll Giving can provide a legacy It is long-term, sustained income with incredible ROI V cost per acquisition Notes: further details here (or delete) Source: details here (or delete) 5

6 6 Do you work in Silos?

7 Benefits of PG for Employer Little administrative burden & low cost Contributes to CSR programs Boosts employee engagement on which to build other fundraising asks. May boost staff morale Eligible to receive a Payroll Giving Quality Marks and Awards for company participation. 7

8 Employee Engagement and PG Immediate tax relief Easy, efficient, regular way to give Can contribute towards a feeling of goodwill in the workplace. No bank details Exposed to a new cause/ idea / service/ campaign 8

9 Myths or Fact? Low appeal and reach Low impact, will it engage staff? Time consuming Low returns Difficult to explain Cannibalises other activity Limited benefits 9

10 What we ve learned You don t need a total overhaul. Ensure both teams have the right mind set and attitude. Pedal in the same direction like riding a tandem. 10

11 Identifying Opportunities For Payroll Giving For Corporate Who is the company? Who are the key contacts What s the current PG process? What s the companies attitude towards PG? Stakeholder mapping Timing? Communication channels? Who is the company? What s the current partnership process? Criteria and objectives? Stakeholder mapping Timing? Communication channels? 11

12 Ways of working For Payroll Giving Build understanding across teams Up-skill, train and share example and case studies Regular communication and forward planning Establish clear roles and responsibilities Evaluating results Identifying next steps 12

13 Taking action what have we done Celebrate success both internally and with the company Demonstrate impact 13

14 Case Cannibalisation studies: (*Marie Curie example data selection) Out of 372* donors recruited in the year 2006, 241 of these had not made a known financial transaction to Marie Curie prior to making their first Payroll Giving transaction. Almost 1/3 of donors had a relationship with MC prior to making a PG donation. Out of 372 donors, 248 were recorded to have transactions after the last recorded PG transaction, whilst 124 continued to solely support via PG financial transactions. 14

15 Next steps Evaluate Roll-out to a wider audience Train internal teams Again Celebrate success 15

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