Introducing charitable bondsFundraising with social investment

The funding landscape

• Public sector cuts

• Financial pressure on donors

• Squeeze on CSR budgets

• Low returns on charitable investments

• How do we find new sources of income?

Issued by Allia, a charity with over 10 years experience.

Investors get:

•a safe, fixed-return social investment

Their chosen cause gets:

•an up-front, tax-free gift

What’s a charitable bond?

What we all do with money

Need now

What we all do with money

Need now

Need later

What we all do with money

Need now

Need later

SurplusGrants/donations

What we all do with money

Charitable bonds

BANK

Tax

Dividends

Bonuses

Costs

Saving with the bank

Tax

Dividends

Bonuses

Costs

Charity

Saving with Allia

How it works

How it works

Who invests in bonds?

• Mid to high value donors– ‘give more than you can give away’

• Corporate supporters– social outcomes from cash on deposit

• Trusts, foundations and local authorities

Who fundraises with our bonds?

What do others say?

“The charitable bond is essentially a simple idea but it is a powerful tool for enabling capital to be harnessed for social benefit.”

Stuart Popham

Senior Partner, Clifford Chance

What do others say?

“As someone who has invested in a charitable bond before – and received all my money back, I can personally vouch for this excellent, tried and tested mechanism. ”Brian Winterflood

Life President, Winterflood Securities

Personal investor

What do others say?

“We see the charitable bond as a mechanism whereby a proportion of our cash reserves can be put to good use to strengthen the local economy at modest cost and minimal risk.”

Gerald Avison

Chairman, TTP Group plc

Invested £2.5 million

What do others say?

“At long last: financial engineering to be proud of.”

Andrew Hill

Associate Editor, FT

For more visitwww.allia.org.uk

hello@allia.org.uk0845 456 2431@charitablebonds