How do we set up a Payroll Giving scheme?

Implementing a Payroll Giving scheme is a simple and quick process. Your company needs to register with an HM Revenue & Customs approved Payroll Giving Agency and have the facility to make pre-tax deductions on your payroll system. Many of the tasks will typically be handled by your company's payroll department.

Step 1: Registration

 

Register with a Payroll Giving Agency (PGA) approved by the Inland Revenue. These are listed on the Inland Revenue's website.

WaterAid is registered with Charities Aid FoundationCharitable Giving and Charities Trust.

Step 2: Promoting the scheme

 

Promote the scheme to employees and provide a payroll giving donation form for them to complete to set up their payroll donation.

Many employers invite Professional Fundraising Organisations (PFOs) to talk to their employees about Payroll Giving and sign up anyone who is interested. These organisations tell employees about lots of different charities that they can support via Payroll Giving.

WaterAid works with:

Step 3: Processing completed donation forms

 

Send copies of employees' completed forms to the PGA.

Step 4: Processing the monthly deductions

 

When the deductions are made, forward these to the PGA with a statement showing the names of the people from whom deductions have been made and the amounts deducted.

To complete the process, once the PGA receives the money and the required information, they then forward the money to the designated charities each month.  Payroll donations are paid directly into your charity's bank account by BACs.