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Tim Jones, Allia

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Introducing charitable bonds - Fundraising with social investment. Presented at NCVO Sustainable Funding Conference 2011: Adapt, Gain, Grow.

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Tim Jones, Allia

  1. 1. Introducing charitable bonds Fundraising with social investment
  2. 2. The funding landscape <ul><li>Public sector cuts </li></ul><ul><li>Financial pressure on donors </li></ul><ul><li>Squeeze on CSR budgets </li></ul><ul><li>Low returns on charitable investments </li></ul><ul><li>How do we find new sources of income? </li></ul>
  3. 3. <ul><li>Issued by Allia, a charity with over 10 years experience. </li></ul><ul><li>Investors get: </li></ul><ul><li>a safe, fixed-return social investment </li></ul><ul><li>Their chosen cause gets: </li></ul><ul><li>an up-front, tax-free gift </li></ul>What’s a charitable bond?
  4. 4. What we all do with money
  5. 5. What we all do with money Need now
  6. 6. What we all do with money Need now Need later
  7. 7. What we all do with money Need now Need later Surplus Grants/donations Charitable bonds
  8. 8. Saving with the bank BANK Tax Dividends Bonuses Costs
  9. 9. Saving with Allia Tax Dividends Bonuses Costs Charity
  10. 10. How it works
  11. 11. How it works
  12. 12. Who invests in bonds? <ul><li>Mid to high value donors </li></ul><ul><ul><li>‘ give more than you can give away’ </li></ul></ul><ul><li>Corporate supporters </li></ul><ul><ul><li>social outcomes from cash on deposit </li></ul></ul><ul><li>Trusts, foundations and local authorities </li></ul>
  13. 13. Who fundraises with our bonds?
  14. 14. What do others say? <ul><li>“ The charitable bond is essentially a simple idea but it is a powerful tool for enabling capital to be harnessed for social benefit.” </li></ul><ul><li>Stuart Popham </li></ul><ul><li>Senior Partner, Clifford Chance </li></ul>
  15. 15. What do others say? <ul><li>“ 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. ” </li></ul><ul><li>Brian Winterflood </li></ul><ul><li>Life President, Winterflood Securities </li></ul><ul><li>Personal investor </li></ul>
  16. 16. What do others say? <ul><li>“ 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.” </li></ul><ul><li>Gerald Avison </li></ul><ul><li>Chairman, TTP Group plc </li></ul><ul><li>Invested £2.5 million </li></ul>
  17. 17. What do others say? <ul><li>“ At long last: financial engineering to be proud of.” </li></ul><ul><li>Andrew Hill </li></ul><ul><li>Associate Editor, FT </li></ul>
  18. 18. For more visit www.allia.org.uk [email_address] 0845 456 2431 @charitablebonds

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