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Pacific Equity Partner's all-in payroll giving program fosters incredible generosity

PEP Teams Background

Industry

Private Equity

Summary

Pacific Equity Partners’ aims to integrate philanthropy throughout the business, achieving measurable community and global impact through continuous program enhancements and meaningful contributions. The payroll giving program now boasts a 100% participation rate and has driven substantial contributions to various charities.

success factors

An opt out approach, a seamless onboarding experience and diverse employee choice.

www.pep.com.au
100%
Employee Participation Rate FY24
$315K
Total Employee Donations FY24
28
Charities Receiving Donations FY24
10.5x
Increase in Donations Relative to FY2016

PEP was fortunate to be involved in establishing workplace giving in Australia. We have been acutely aware that a generous spirit and shared purpose have a profound effect on all business and team outcomes. As part of our workplace giving program, we continue to encourage high participation levels, selected common causes, and wide opportunity to express individual choice beyond that. We are delighted that the program has been recognised in this way and hope that it proves to be a helpful example and encouragement to others.

Tim Sims AM

Co-Founder & Managing Director, Pacific Equity Partners

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About Pacific Equity Partners

Pacific Equity Partners is the largest and most experienced Private Markets Fund Manager in Australia, committed to fostering a culture of philanthropy and social impact.

The Challenge

Pacific Equity Partners, a leader in the private markets funds management sector, 
recognised that their existing workplace giving program was underperforming. The 
program was launched in 1998 and laid a strong foundation, by 2016, it became clear 
there was an opportunity to improve employee engagement and participation. Given 
its long history, the program was due for a thoughtful redesign to make it more 
accessible, relevant, and engaging for employees.

The Solution

Pacific Equity Partners identified the need for a more inclusive and streamlined approach to workplace giving. After evaluating several options, they chose to revamp their existing program. The new workplace giving program featured an expanded list of charities, an 'Opt-Out' approach to encourage participation, and seamless onboarding integration. A notable engagement activity is when new charities are added to the program, they are invited to pitch their causes in the PEP office. This face-to-face interaction gives employees direct insights into the charities’ work, fostering a deeper connection and enhancing engagement with the program

Tina Lacomba, HR Officer at Pacific Equity Partners, noted, 'Pacific Equity Partner's workplace giving program has not only fostered a culture of giving but also enhanced employee engagement and retention by aligning with their values and offering a supportive, flexible giving experience.' This approach ensured that employees felt more connected to the causes they were supporting, thereby enhancing their overall engagement and satisfaction with the company.

The Results

The revamp of the workplace giving program proved to be a resounding success. By FY2024, the program achieved a 100% participation rate of all 86 employees, with an incredible total donation amount of $314,866. The number of charities receiving donations increased to 28, and the total donations saw a 10.5-fold increase compared to FY2016. These metrics underscore the program's significant impact on corporate philanthropy and employee engagement. The new approach not only benefited the charities but also aligned with the employees' values, fostering a more engaged and committed workforce.

Payroll_PEP-1