How do I claim?

The Claim Form and Guidelines are available on this website.

Can I claim for any charity?

You need to check the Guidelines for details of which charities are eligible.

What sort of activities do you suggest?

Why not try a sponsored fun run or bike ride, a group quiz night, a marathon, a fundraising morning tea, or even a parachute jump! Whatever you would like to do, just make sure you check the guidelines first and don’t forget to submit your claim before the end of the calendar year!

Can I claim for time I spend volunteering?

Yes, you can claim £8 for every hour you give to charity in your own time, up to £500. Remember that claims for voluntary time can be submitted at any time for hours given to charity during the calendar year and we do not support claims for voluntary time spent organising fundraising events or for time given during work time.

Can I claim for time spent raising funds?

No, staff members can claim for time they have given to support the work of an eligible charity or for funds they have raised (e.g. through a fun-run). You cannot claim for the actual time you spend raising these funds or planning the fundraising activity.

Can I claim for time given to a charity and also claim for funds I raise for them?

Yes, if you raise funds for a charity and also do voluntary work for them in your own time, you can claim for both of these but you will need to submit tow forms. However, you cannot claim for the actual time you spend raising funds or planning a fundraising activity which we are also matching. (E.g. If you are organising a fundraising event for the Scouts you can claim the amount raised at the event to a maximum of £500, however you can’t claim an additional £500 for the time you spent organising the event).

Am I entitled to claim £500 for Matched Giving as well as £500 for time given voluntarily?

Yes, there is a maximum claim of £1,000 per staff member per calendar year. This £1,000 must be made up of a maximum of £500 for matching time given to charity (at £8 per hour) and a maximum of £500 matching funds raised for charity.

Can we raise money as a team and still be able to claim for each person?

Yes, however many of you take part, you can claim for up to £500 for matched time given and £500 for matched funds for each member of staff. If you are part of a group of staff organising an event please complete the appropriate Matched Giving Scheme claim form for each person and submit the forms together.

Can I claim for more than one charity in the same year?

Yes, per staff member there is a maximum of £500 available for matched funds and £500 available for matched time given per calendar year. This can be split between as many charities as you wish.

When can I claim?

If you are claiming for money raised, you must submit the claim within 6 calendar months of the event.

If you are claiming for time, you can submit a claim at any time for the calendar year. Please submit your claim when you have volunteered all the hours you wish to or once you have reached the £500 claim limit (at a rate of £8 pounds an hour) - whichever is sooner.

When and how will my claim be processed?

All claims will be processed on receipt.

Once you have submitted the appropriate Matched Giving claim form(s) to the relevant Foundation and providing the claim meets the scheme’s eligibility criteria, your nominated charity will receive the money and a letter sent directly to them. As the claimant you will also receive a letter confirming that the funds have been sent to the charity.

Who will the payment to the charity be sent to?

Payment will be sent directly to your nominated charity. As the claimant you will receive a letter confirming that your claim has been successful and your charity has received their payment.

How will I know if my claim has been successful?

If your claim is eligible, your nominated charity will be sent a letter and the monies directly. As the claimant you will receive a letter confirming that your claim has been successful and your charity has received their payment.

If your claim does not meet the eligibility criteria you will be sent a letter informing you why.

Do I need to seek approval before carrying out a fund raising event?

No, however, we strongly advise you not to make any promises of matched funding to the charity you are fundraising for, just in case your claim is ineligible. If you have any doubts at all, then please contact the Foundation which processes claims for staff in your area and we will be happy to assist you. Please remember that no responsibility or liability is accepted by Lloyds Banking Group or the Lloyds TSB Foundations for any loss or damage which you, or members of the public, may suffer, through the organisation of, or participation in, any fundraising activity.

I would like to inform the charity that the Foundation will match funds raised, can I go ahead and do this?

Do not give any indication to the charity that they will receive matched funds until after you have received a letter from the Foundation confirming that your claim has been eligible.

Can I have a list of eligible charities?

There are tens of thousands of charities that are eligible for support under the Matched Giving Scheme. In England and Wales, where the Charity Commission operates, there is a database of all registered charities working in England and Wales. Similarly, in Scotland, the Office of the Scottish Regulator is the independent registrar and regulator for 21,000 Scottish Charities.

You can check the appropriate website to search the Charity Register if you are unsure whether your charity is registered:

www.charity-commission.gov.uk (or 0870 333 0123)
www.oscr.org.uk (or 01382 220446)

We can only support charities which fit within our guidelines, so please check our guidelines for eligibility of your chosen charity. Remember, If you have any doubts at all, then please contact the Foundation which processes claims for staff in your area.

Which Foundation office do I need to submit my claim to?

Each of the Foundations may only support charities based and working within that Foundation’s geographic region (e.g. Lloyds TSB Foundation for the Channel Islands may only support charities based and working in the Channel Islands).

The charity I am supporting needs me to get sponsorship money in before the event what do I do?

You must have completed the fundraising activity before being able to claim. We cannot support claims for fundraising where funds are gathered in advance of the activity.

Can I also claim for my partner/child/relative’s efforts for charity?

No, we cannot support claims for activities or voluntary time completed by family members, friends, etc. The Matched Giving Scheme is in place to encourage Lloyds Banking Group employees themselves to personally participate in the voluntary sector!

I am an ex member of staff or a Group Pensioner, can I claim?

No, you must be a current employee of Lloyds Banking Group or any other Group subsidiary in the UK or Channel Islands or an employee or Trustee of the Lloyds TSB Foundations.

I am employed by a company contracted to work for Lloyds Banking Group (e.g. IT/security/catering company) or I am a temporary member of staff. Am I eligible to participate in the scheme?

No, you must be employed directly by Lloyds Banking Group or any other Group subsidiary in the UK or Channel Islands or an employee or Trustee of the Lloyds TSB Foundations.