HOW WE DO IT

The CSI Linked Trust makes the process easier:

  • Do all the work involved in assessing and finding the correct NGOs, so you and your staff can focus on core responsibilities
  • Manage all paperwork and the process of placing money
  • Monitor and manage spend
  • Write feedback report

All this gives you peace of mind that your donation and CSI spend is being well-used as intended. 

NGO IDENTIFICATION

We work with a bank of carefully chosen, screened and assessed NGO/NPOs. We identify the best fit NGO for the client. If a company/individual has a specific organisation that they would like to support, we can work with them on the company’s behalf.

MAXIMUM B-BBEE BENEFIT

The CSI Linked Trust ensures maximum B-BBEE points for donations.

CSI FUNDS AGGREGATION

Where possible, the CSI Linked Trust looks to aggregate client funds in order to give larger amounts to NGOs, which assists with their admin and planning and allows more meaningful projects to be undertaken.

HOW WE CHARGE?

The CSI Linked Trust is remunerated by a small administrative fee from the allocated funds, which is deducted before the CSI Linked Trust pays the funds to the NGO. There are no additional costs for the service. For B-BBEE rating purposes the full donation amount, prior to the fee deduction, is used. This is because the CSI Linked Trust is a registered PBO.

REPORTING

NGO BENEFITS

The CSI Linked Trust handles all paperwork and issues a Certificate of Donation for B-BBEE accreditation purposes as well as S18A donations tax certificate. A year-end/period-end report on the impact of the donation is also submitted, which can be included in company year-end communication if required.

The CSI Linked Trust approach also benefits the NGOs as:

  • Dealing with one point of contact for communication and reporting means reduced NGO administration and there is more focus on the NGO projects.
  • The CSI Linked Trust Aggregation approach allows for larger more capital-intensive projects to be undertaken.
  • Advance knowledge of funds, allows better planning and to make certain investments.

HOW WE CHARGE?

The CSI Linked Trust is remunerated by a small administrative fee from the allocated funds, which is deducted before the CSI Linked Trust pays the funds to the NGO. There are no additional costs for the service. For B-BBEE rating purposes the full donation amount, prior to the fee deduction, is used. This is because the CSI Linked Trust is a registered PBO.