Systematic Giving Plan

A first of its kind initiative in the world for Mutual Fund investors to support credible and vetted NGOs

For Mutual Funds | How SGP Works | NGOs Supported | Success Stories | Webinars



SGP is Plug-and-Launch SaaS Solution for mutual funds and their investors.

It is a tailor-made hynGO solution which enables mutual fund investors, on the basis of their consent, to contribute 10% of their investment every year to NGOs vetted and monitored by HelpYourNGO.

The idea to create SGP was born out of our desire to create a steady stream of fund flows for genuine and trustworthy NGOs. NGOs in India do not have the skill set for raising money – but mutual fund houses do! What if their money-raising abilities could help NGOs to rely upon a pool of capital to support the fantastic work that they do?

In an era where companies are meant to do more than just focus on profit, our ask of the owners of the mutual fund houses is very small: Add this simple but powerful SGP unit and help India achieve the 17 UN SDGs. 



SGP is a simple, transparent, easy to adopt SaaS solution available for adoption by all mutual fund houses. NGO partners, % contribution, payout schedule are customizable to meet each fund house's unquie requirements. 



Why SGP

Globally, university endowments and foundations invest their corpus for long term capital appreciation. Typically, the earnings / capital distributions from these endowments fund nearly 50% of their annual operating budgets.

What is true for Harvard is true for the hundreds of other university endowments or private endowments like the Bill & Melinda Gates Foundation. It is this steady stream of financial support that allows Harvard to focus on being a world-class university!

What if NGOs did not have to focus on raising funds but could rely upon a similar pool of capital to support their incredible work?

The idea to create SGP was born out of our desire to create a steady stream of flows for genuine & trustworthy NGOs. SGP will allow NGOs to focus on implementing the great work that they do, rather than wasting their resources on fund raising – which they may not be good at. 

Our interaction with NGOs has made us realize the challenges the smaller, un-branded NGOs face in fund raising. Larger, established NGOs hire teams (and pay external marketing agents an exorbitant 30-35% to collect donations!) while the smaller NGOs struggle. The potential benefit to the identified NGOs could be just like Harvard's!

Adoption of SGP by Mutual Fund Houses

Steps by the regulator, SEBI have already revolutionized the Indian Mutual Fund industry. Collectively, there is approximately Rs 15 trillion of Assets Under Management (AUM) in the equity funds. Even if 1% of this corpus moved to SGP units for distribution to NGOs for furthering of the SDGs, that would be Rs 150 billion of AUM. And if 10% of this was disbursed each year to hundreds of NGOs, that would be Rs 15 billion every year! That’s the potential cascading impact of SGP!

Quantum Mutual Fund was the first fund house which plugged its systems and investor base into the SDG framework and branded their product as the SMILE facility. The power of small (or large) pooled donations via the SMILE units has the potential to systematically support NGOs selected by individual investors. Like Harvard University, these NGOs can then focus on improving the impact of their great work.

Since 2018, Quantum investors have supported the programs of seven credible NGOs from diverse sectors via SMILE — provided financial literacy to women, home-based palliative care to underserved cancer patients, vocational & life skills training to youth, maternal and new-born health care, helped meritorious students complete their graduation, and others.

Unique Features & Advantages

 

For Investor-Donors

 

For Mutual Funds


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Menstrual Hygiene Management Program – rural Rajasthan

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Student Friendly Supplementary Education Program – rural Rajasthan

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Tech-On-Wheels, a mobile computer lab – Mumbai

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Tree plantation – Maharashtra

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Rural Health Improvement Program – rural Maharashtra

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COVID-19 relief material distribution across Rajasthan and Maharashtra


Potential Impact of SGP

Steps by the regulator, SEBI have already revolutionized the Indian Mutual Fund industry.

Collectively, there is approximately Rs 15 trillion of Assets Under Management (AUM) in the equity funds.

Even if 1% of this corpus moved to SGP units for distribution to NGOs for furthering of the SDGs, that would be Rs 150 billion of AUM.

And if 10% of this was disbursed each year to hundreds of NGOs, that would be Rs 15 billion every year! That’s the potential cascading impact of SGP!!

 

    

A Systematic Investment Plan secures our future. 

A Systematic Giving Plan could secure the future of millions. And of our Nation.

Process Flow

Award for the Best Social Impact Initiative

NGOs Supported

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UN SDGs Supported





Success Stories



Empowering Youth to Learn and Earn

Sollesh G is from Bellary, Karnataka and is a Diploma holder in Electrical and Electronics Engineering. His father is working in the public sector, mother is a home maker and younger sister is studying. 

Before coming to Unnati, Sollesh was very lazy and impatient. He was weak in communication and  had fear of public speaking and hence did not have confidence in himself.

As a part of Unnati, he underwent training in Business Associates stream where besides training in the core modules for his vocation, he learnt spoken English, Life Skills, Values and Basic Computer skills. His 50 days training helped him to learn a lot and overcome all his problems. He got a job in Cargill Business Services  as an Invoicing Executive with a salary of ₹15,000/- per month.


Poverty should not be a barrier for education

Arpita’s family consists of her parents and two younger siblings. The family lives in a small village in Honnavar taluka in Uttara Kannada District. Her father is farmer and mother is housewife.The family depends on the income from their small piece of land which is around Rs 36,000/- per annum.

Arpita had scored 87.20% in her class 10 exams and 75% in her Class 12 exams. She had taken admission in reputed university for BSc Electronics program and was provided financial support to pursue her education. She had a keen desire in Software development and was selected for an internship in a startup company named Vegam Solutions in Hubli.


When wishes come true!

Disha*, a  3 year old little girl is suffering from a terminal  illness. She is the only child of her parents and is pampered by everyone in the joint family she lives in. Her father is a cab driver and since she loves to ride in a car, he takes her for ride every single day!

She expressed the wish “I love cars and I would love driving one”. Her wish was to have a battery operated car to drive and she wished to take her doll for drive in her car just like her father takes her!

Disha's wish was fulfilled and she was very happy to see her dream car. She immediately took the wheels  and excitedly drove it around.



NGO Visits

 


Webinar Videos



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