Payroll Giving
The Payroll Giving scheme enables employees/pensioners to make tax efficient donations from their pre-tax pay/pension to any UK registered charity recognised by HMRC for tax relief.
Benefits of running a scheme:
• Excellent way to support employees wishing to make tax-efficient donations
• Enhances a company’s social responsibility profile and provides good PR opportunities
• Boosts staff morale and aids both staff retention and recruitment
• Can influence business-to-business relationships
• Demonstrate investment in the local community
• Opportunity to achieve a Payroll Giving Quality Mark
Set up a scheme
To set up a Payroll Giving scheme you will need to complete and return our Payroll Giving Form. You will find everything you need including, important information, the charges involved and how to operate the scheme in our Payroll Giving Pack which is available in Downloads.
Promote the scheme
You can promote the scheme yourselves as an employer or you could engage the services of a Professional Fundraising Organisation (PFO).
PFO’s are experienced promotional organisations. They make no charge to the employers they work with and are funded by the charities they represent to promote the Payroll Giving scheme.
Here’s a list of APGO member PFOs you could use:
If you wish to promote your scheme yourselves and would like some promotional materials, have a look at our Downloads.
Operating the scheme
Donor sign up
A choice of ‘sign-up’ methods are available:
- A ‘paper’ Donation Choice Form which can be completed and returned to us by email or post
- Electronic sign-up is available here
- An equivalent Employer, Professional Fundraising Organisation, or Charity mandate
Deductions
Deductions are made when you run payroll every month/week and should be made from the gross pay of participating employees, after National Insurance but before Income Tax.
Money & Schedules
When making payments please send the total amount of money as a single BACs transaction (all donations and admin charges) and include your unique 4-digit client reference number.
Our bank details will be supplied once your scheme has been set up, if you have lost these details please contact us by emailing mail@charitablegiving.co.uk.
Regular monthly payment should arrive with us no later than the 19th day of the month following the month in which the deduction was made.
E.g. deductions from January salaries should be paid to us by 19th of February at the latest.
We will also need a reconciled breakdown (schedule) of deductions with every payment made, as per the example below. This is required to create an audit trail and meet with HMRC regulations, even if deductions remain unchanged.
|
Payroll No. |
Surname |
Initial |
Amount |
Matching |
Admin |
|
00001 |
Example A |
A |
10.00 |
10.00 |
0.50 |
|
00002 |
Example B |
B |
5.00 |
5.00 |
0.50 |
|
00003 |
Example C |
C |
50.00 |
10.00 |
0.50 |
|
Sub-total |
|
|
65.00 |
25.00 |
1.50 |
|
Total |
|
|
91.50 |
|
|
Schedules should be sent to mail@charitablegiving.co.uk at the same time as you send your funds.
Need help?
Having trouble signing up?
Contact us on 01822 611 180 or email us and we'll help you with the application process