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Are
all staff eligible for Matched Giving Scheme?
You must be an employee of Lloyds Banking
Group or any other Group subsidiary in the UK or Channel Islands,
or an employee or Trustee of Lloyds TSB Foundations.
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How much can I claim?
Each staff member is eligible to claim up to
£500 in the calendar year. You can apply at any point
in the year and for as many different activities as you like,
so long as your entitlement of £500 is not exceeded.
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Can I claim for any charity?
You need to check the
Guidelines for details
of which charities are eligible.
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What sort of activities
do you suggest?
Why no try a sponsored
fun run, a group quiz night, or even a fancy-dress pub crawl…whatever
you like, just make sure you check the guidelines first and
submit your claim!
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Can I claim for time
I spend volunteering?
Yes, you can claim £5
for every hour you give to charity in your own time up to
100 hours (£500). You should note that claims for voluntary
time can be submitted at any time for hours given to charity
during the last 12 months and we do not support claims for
voluntary time spent organising fundraising events or for
time given during work time.
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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 sponsored
walk). You cannot claim for the actual time you spend in raising
these funds or planning the fundraising activity.
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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. However, you cannot
claim for the actual time you spent in raising funds or planning
for a fundraising activity which we are also matching. (E.g.
If you give time to help out at the Samaritans and do a sponsored
bike ride to raise money for them then you can claim for both
these activities upto a maximum of £500.)
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Am I entitled to claim
£500 for Matched Giving as well as £500 for time given voluntarily?
No. There is a maximum
claim of £500 per staff member per calendar year. This £500
can be made up in any mix between matching time given to charity
(at £5 per hour) and matching funds raised for charity.
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Can we raise money as
a team and still be able to claim for each person?
Certainly, however many
of you take part, you can claim for up to £500 for each member
of staff. If you are part of a group of staff organising an
event, for example, a quiz night, please complete a Matched
Giving Scheme claim form per person and submit the forms together.
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How much do the Foundations
allocate for the Matched Giving Scheme? How is the budget
allocated?
This year £1.5
million has been set aside.
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Can I claim in favour
of more than one charity in the same year?
Yes. There is a maximum
of £500 per staff member available per calendar year. This
can be split between as many charities as you wish.
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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 previous 12 months.
Please submit your claim when you have given all the hours
to charity or 100 hours - whichever is sooner.
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What if the Foundations
use up all the Matched Giving budget?
Unfortunately, once the
available funds have been distributed we are unable to support
further claims for money, so we would advise you to get your
application to us at the earliest opportunity! You might want
to note that our funding year runs from January to December.
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When will my claim be
processed?
All claims will be processed
on receipt.
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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 funding to the charity
you are fundraising for, in case there are reasons why your
claim may not be met. If you have any doubts at all, then
please contact the Foundation which processes claims for staff
in your area and we will be only to happy to provide you with
clarification. 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.
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I would like to inform
the charity that the Foundation will match funds raised, can
I go ahead and do this?
No. Do not give any indication
to the charity until you have completed the event, raised
the money, your Line Manager has signed off your form and
it has been processed by the Foundation.
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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 and we will be only
to happy to provide you with clarification.
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I work in Scotland but
the charity I am supporting is in England, where should I
claim?
You will need to find
out whether the charity you are supporting is based or working
in Scotland. 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).
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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 being undertaken.
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Can I also claim in respect
of fundraising activities by my partner/child/relative?
No. We cannot support
claims for activities or voluntary time completed by family
members, friends etc. The whole ethos of the scheme is to
get you to personally participate in the voluntary sector!
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I am an ex member of
staff or a Group Pensioner, can I claim?
No, you must be an 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. Therefore, only current employees may claim.
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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 an 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.
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