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Planned individual giving

Around one fifth of adults give in a planned and regular way to charity, through methods such as such as direct debits, covenants, payroll giving, and membership fees.  This makes up a quarter of the total given in an average month.  Levels of regular giving through Direct Debit have grown, with around a fifth (18.6%) of adults giving in a planned and regular way to charity.[1]  However, despite this rise, there has been a limited drive by charities to shift giving towards more planned methods of giving.

What are the implications?

• Increase in regular income allows VCOs to be more effective in their financial planning.
• Planned giving could decrease if there is a fall in consumer confidence and/or a rise in interest rates.
• Ethical living and consumerism could lead to a rise in planned individual giving.
• Donors require an increasing level of information about VCOs before deciding how much to give and who to.
• VCOs miss out on potential income unless they can encourage more planned giving and convert more one-off payments into regular donations.

Moving forward

Planned individual giving can make up a significant proportion of a VCOs funding mix:

• Do you explain to donors why it is valuable for giving to be planned?
• Is it easy for donors to set up regular payments?  For instance, can they do this from your website?
• Does planned individual giving fit into your fundraising strategy?  Do you need an appointed fundraiser or volunteers to help drive up planned individual giving?

Want to know more?

This driver is a stub and will be completed soon.  Here we will link to external documents and resources for further reading.