The Institute of Fundraising was delighted to release the Independent Review of Payroll Giving which was been completed by Vanessa Potter and Dr John Scales of Strategy Complete. We welcome Strategy Complete's thorough, considered and practical contribution as to how Payroll Giving might reach its full potential.
Strategy Complete engaged fully with all those who are stakeholders in Payroll Giving - including donors who give to charity through Payroll Giving schemes, Payroll Giving Agencies who process Payroll Giving donations, workplaces who host Payroll Giving schemes, professional fundraising organsiations who promote Payroll Giving as well as charities who might or do benefit from funds raised through Payroll Giving - in the process of developing these recommendations.
Key recommendations from the review are to:
- Take steps towards achieving a universal Payroll Giving system that use a 'half way' approach that make the scheme compulsory in certain circumstances.
- Find an interim solution to support the easy transfer of payroll donors as they move jobs between employers.
- Introduce robust audit and accountability systems across all Payroll Giving transactions.
- Review the statutory framework within which Payroll Giving Agencies operate.
- Introduce common service standards for all Payroll Giving Agencies and an external system to monitor and report on their performance.
- Systematically map Payroll Giving to provide robust data to support policy.
- Review the role and management of Payroll Giving Agencies.
- Continue to promote Payroll Giving and support incentive schemes.
The review concludes that for Payroll Giving to achieve its real potential, it will require, in addition to the above 'fixes', a whole hearted commitment to it from the third sector.
Read the full report
Alongside this independent review, the Institute also published its own research into portability and pension giving.
Read the report to support the proposal for the portability of Payroll Giving.
Read the pension giving summary report
Read the pension giving full report
