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Payroll Giving Special Interest Group
Conference 2012
Understanding the Money –
Disbursement Statements
Juliet Lupton
Information for all charities……..from the
bank statement
8 Jun
Automated Credit CHARITABLE GIVING1
PAYROLL GIVING
28 Jun Automated Credit CAFGYE31000780095
GYE31000780095
29 Jun
Automated Credit CHARITIES TRST PYM
CT247
1234.56
4567.89
6789.01
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
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
Additional Information from some PGAs
•Gross Donation Amount
•Administration Charges
•Net Donation Amount
•Additional Reference Numbers
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
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
Disbursement Processing cont…
•Record donation amounts from new and ongoing donors
•Confirm that donation amount updates match to disbursement
totals
Information NOT in a Disbursement
Statement
Who did Not make a donation!
Who has cancelled their pledge!
Who has left their employment/
retired!
Time for Analysis I
Donors
•Donors who failed to give when their colleagues made donations
•Donors giving different amounts
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
Time for Analysis III
Overall
•No of donors giving for first time v pledges
outstanding
•Changes in donation amounts
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!
What might be unique?
•Your charity’s reliance on particular employers/
industry sectors for donors
•Past successful campaigns
•Level of appeal of competitor charities
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
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
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