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Barclays Bank: Looking Toward a More Technological Future in Gift Giving

Barclays Bank Ltd. does not have a separate arm for its gift-giving programs; it does not believe the differentiation is necessary. Founded more than 300 years ago, the company “does not see [its] social

Barclays Bank Ltd
responsibilities as conflicting with business objectives, neither does [it] see them as an add on.” In fact, Barclays -- one of Britain’s largest, most well-established financial service providers -- believes that running a large and successful business brings with it broader social responsibility.

Barclays has a presence in 63 countries. “With our wide range of programs and locations, tracking all of our grants and awards, employee participation and matched giving can be an enormous undertaking. The process, like most, will of course continue to be a work in progress,” said Robin Webb, Senior Manager, Community Affairs Team at Barclays.


"There is something important about getting your hands dirty."

Barclays implemented GIFTS in October 2000. Before GIFTS, their grants management system, which consisted of another software program and Excel spreadsheets maintained by different staff in numerous locations, was very time-consuming. “Someone would have to type in all the voucher data by hand,” Webb explained. “Our Community Managers couldn’t access it … the whole thing was very ‘back-end.’ We wanted our data to be live, to be accessible in real time.”

After they implemented GIFTS as well as several of the GIFTS add-on modules, including the Customizer, Document Manager, and Budget Module, the Barclays’ grants management system was far more streamlined. “With the help of Buzzacott, we were able to tailor many facets of GIFTS to meet our specific needs.” For example, they adapted their request screens to include individual volunteering, staff volunteering, and employee matching, among others. They also created more than 60 letter templates, which have worked very effectively for the staff managing and developing Barclays Community Programme.

“It’s not as if we have only two or three or four offices in London with all the same equipment and technological capabilities,” Webb explained. “We currently have 31 staff accessing GIFTS across 12 different locations in the UK. And, it is not as if we only operate in the UK and the US – we have offices in 63 countries around the world and we have recently extended our employee matched fundraising scheme globally to support their existing community activities. One of the challenges we now face is how we record our community activity across the world.”

To that end, Barclays is “very actively considering” the Internet Grant Application Module, or IGAM. “IGAM would be a key win for us regarding saving time,” said Webb. “Right now, we receive only paper-based grant applications. Having the technology to receive and track grant applications online would save an inordinate amount of time, especially when we add into the mix all the work being done in our international offices.”

One of the challenges to Web-enabling their grants management process rides on the fact that not every office or location is hooked up with the same mode of connection. “Some of our offices are hooked up with T1 lines, others still only with dial-up or analog connections. However, Web-enabling our process will provide us with the opportunity to work toward standardizing our grants management process world-wide.”

As a company – and as a collective group of individuals – Barclays has the skills, resources, and determination to make a positive and lasting contribution to the communities in which the company operates. They address their ethical, social, economical, and environmental responsibilities through various programs with an emphasis on the arts, education, the environment, people with disabilities, and disadvantaged people.

“Much of our Community Programme involves our staff. We have extensive employee support and participation,” said Webb. “A group of employees might go out and paint a school or fix up a public park or play area, for example. Such an activity may fall under our Employee Volunteer Program, where a group of staff can apply for a grant of up to £1,000 to help purchase materials for their project, or our Employee Matching Program, in which an employee volunteer will be awarded extra work hours for their monthly volunteer hours. Our hope is to get our staff involved in projects that make a difference in the community. Oftentimes, philanthropy is as much about giving time as it is giving money.” Last year, more than 6,000 of Barclay’s UK staff were involved in some capacity in Barclay’s philanthropic programs.

Barclays also has strong partnerships with other organizations, collaborations that benefit local schools or other community associations. Webb, along with the seven of the London-based team, are putting on gloves and boots and going out this month to create a woodland walk at a school in a deprived area of east London. “There is something important about getting your hands dirty,” he said. “And it’s great to be able to give something back to the community, while helping us to bond together as a team.”

Like Barclays’ emblem, the Eagle Globe (based on the original Spread Eagle Coat of arms) that is “warm, open, and highly accessible, yet still reflects the stature and heritage of a world-respected bank,” Barclays’ philanthropic mission is all about helping to build communities of warmth, openness, and accessibility.


Barclays Website:
http://www.barclays.com


  Client Stories
GIFTS

Abell Foundation
As one of our first clients, this Independent Foundation has been able to capture 50 years of their grants data in GIFTS.

Barclays Bank: Looking Toward a More Technical Future in Gift Giving
Read how this Bank puts into practice its belief that running a large and successful business brings with it broader social responsibility.

California Wellness Foundation: GIFTS is Good Medicine
Read how California's largest health foundation uses GIFTS to manage over $40 million in grants per year.

Cinergy
Read about a Corporate Foundation's decision to use GIFTS software versus a full ASP grants management system.

Community Technology Foundation of California Envisions "Zero Divide"
Read how this foundation is working to meet the needs of California's underserved communities for full and equal access to telecommunications services.

Great Outdoors Colorado Finds GIFTS a Solid Solution for Taming Mountains of Data and Frustration
Read how a state government agency used GIFTS to replace their Access database, centralizing and simplifying their grants management system.

Jacksonville Jaguar Foundation
Read how this sports philanthropy organization uses GIFTS to track its innovative Honor Rows programs, as well as over 1 million in cash grants.

RDV Corporation
Read about how RDV Corporation keeps grants data for 5 different family foundations separate, clear and confidential in one GIFTS database.


Essential GIFTS


Monterey Peninsula Foundation
Read how this sports philanthropy foundation streamlines their processes with Essential GIFTS

Melvin and Grace McLean Foundation
Read how Essential GIFTS Lifts the Administrative Burden Off Small Foundations


MyGIFTS


William Penn Foundation
Independent Foundation connects board members with MicroEdge's powerful web products

Jay and Rose Phillips Family Foundation
See how this Family Foundation breezes through year-end reviews with MyGIFTS


IGAM


Cinergy Foundation
Read about how IGAM helped one online Grantmaker single-handedly administer 1,500 grants per year

Cinergy Foundation IGAM Testimonial
See what one of our users has to say about IGAM

Buzzacott GIFTS User Group Launches Advisory Board
Read about Buzzacott's annual GIFTS User Group, as well as the establishment of its new Advisory Board. Using the Internet Grant Application Module for Online Applications.

Using IGAM for Online Applications
Read how the Fannie Mae and Helen Bader Foundations are using IGAM to work toward their most fundamental goals of gift giving.


ReviewerCONNECT


National Geographic Society: Discovering New Ways to Review Grant Applications
Read about how National Geographic Society brought their review process online and found success with ReviewerCONNECT


FIMS


Catholic Community Foundation
FIMS helps rapidly growing community foundation to manage large amount of funds without adding staff

The Winnipeg Foundation
See how Canada's second largest community foundation automates administration processes to effectively manage over 1,500 funds

San Antonio Area Foundation
IGAM helps this Community Foundation ease the burden on their grantees

Greater Harrisburg Foundation
Learn how this Community Foundation uses FIMS from NPO Solutions to manage over 500 funds.

Jewish Federation of Greater Houston
Discover how this Jewish Federation streamlined their accounting process and save time on reporting by using NPO Solutions technology.

University of Tennessee at Chattanooga Foundation
Learn how the UT Chattanooga Foundation tracks over $100 million in liquid assets in dozens of pooled and non-pooled funds using FIMS software.

The Gulf Coast Community Foundation of Venice
Find out how this Community Foundation with over 150 million in assets has given their donors more control over giving.

Rochester Area Community Foundation
Learn how this Community Foundation uses FIMS to save time and improve Donor relations.

Community Foundation of the Chattahoochee Valley
Learn how this Community Foundation uses Host*Net to acquire the functionality and flexibility of FIMS at a price they could afford.


  Articles on Philanthropic Issues and Grants Management
Foundation Growth and Giving Estimates
Based on research conducted by the Foundation Center, this report offers a "first look" at 2000 giving, together with actual aggregate 1999 giving and asset data for the more than 50,000 grantmaking foundations tracked by the Foundation Center.

What Choice Do You Really Have?
This feature article was published in the May/June 1999 issue of Foundation News & Commentary. It provides an overview of the recent mergers and acquisitions among sellers of grants management software. Learn about what's been happening and the outlook for our philanthropic market.

Technology Planning for 2001 and Beyond
A Foundation News & Commentary feature article that describes the thirteen things foundations need to consider when looking for near-term technology needs.

Technology: How Corporate Givers Are Taming Technology
This piece was published in the May/June 2000 issue of Foundation News & Commentary. It addresses how various corporate grantmaking organizations are starting to integrate various forms of technology into their grantmaking processes.

Technology: Grants Management Software Moves to the Web
Published in the July/August 2000 issue of Foundation News & Commentary, this article delves into the latest wave of Internet-based products and services created for grantmaking organizations.

Our Servant, Technology
Read about how the William J. and Dorothy K. O'Neill Foudation adopted a very proactive "investor approach" to philanthropy. This article was published in the Summer 2000 issue of "Family Matters," a quarterly newsletter from the Council on Foundations.

Compensation for Services in a Family Foundation
Should family foundations hire their own children to serve as executive director? Read about the pros and cons -- and legal ramifications -- of doing so in this piece published in the Association of Small Foundations newsletter.

Computer Game Puts Philanthropic Skills to the Test
Read about a new interactive computer game, created by a San Jose-based nonprofit organization, intended to test the philanthropi know-how of users and to spark local residents' interest in culture and the arts. This short piece was published in October 24, 2000 issue of Philanthropy News Digest, a weekly newsletter of the Foundation Center.


  What's New
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