tim jones, allia
DESCRIPTION
Introducing charitable bonds - Fundraising with social investment. Presented at NCVO Sustainable Funding Conference 2011: Adapt, Gain, Grow.TRANSCRIPT
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Introducing charitable bondsFundraising with social investment
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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?
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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?
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What we all do with money
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Need now
What we all do with money
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Need now
Need later
What we all do with money
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Need now
Need later
SurplusGrants/donations
What we all do with money
Charitable bonds
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BANK
Tax
Dividends
Bonuses
Costs
Saving with the bank
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Tax
Dividends
Bonuses
Costs
Charity
Saving with Allia
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How it works
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How it works
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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
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Who fundraises with our bonds?
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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
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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
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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
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What do others say?
“At long last: financial engineering to be proud of.”
Andrew Hill
Associate Editor, FT