Date post: | 07-Jul-2015 |
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Business |
Upload: | ncvo-the-national-council-for-voluntary-organisations |
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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