Case Study: National Charity

Our client is one of the leading charities in the UK.

The charity wanted to introduce a trusted and secure method of payment to coincide with the launch of a major marketing campaign.

The Challenge

To introduce a Direct Debit management solution, encouraging regular donations, within tight timescales.

Why First Capital Cashflow?

  • Our cloud-based fully managed solution was deemed a far more secure and efficient alternative to in-house management
  • Our Application Programme Interface (API) offered the charity flexibility to design and host their own version of the Direct Debit Mandate on their own servers, strengthening their brand and online presence
  • We could accommodate the charity’s need for capturing the Gift Aid declaration, allowing multiple due dates and donation frequencies. This was also incorporated into our custom reporting
  • We could provide a tailored training and consultancy program ensuring the charity was fully equipped for the set up of its own Service User Number (SUN).

The Outcome

Since the introduction of the Direct Debit system, the charity has experienced an astounding increase in regular donor volumes. The amount of administration has been reduced, which has ultimately provided a more streamlined collections process that saves on time, costs and resources.

As the charity’s donor base grew, we helped further develop the Direct Debit plan by providing on-going marketing and consultancy support.