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GIFT AID> Gift aid print and send form

Posted on 17 February 2004 at 12:38 am
Viewing 6 posts - 1 through 6 (of 6 total)
  • Anonymous
    17 February 2004 at 12:38 am #955

    Date: Fri, 9 Jun 2000 00:48:28 +0100
    From: Martin Sach

    Dear all

    Thanks to those who responded to my asking a couple of weeks or so ago if anyone could suggest a model to be followed for an online
    form intended to be printed out and posted, incorporating the new gift aid provisions.

    Christian Aid were cited by Howard as an example and they have some good online examples and door to door collection wording. Theri online printable form didnt mention gift aid however. Some others suggested the Inland Revenue and other sites to look at which was very useful.

    Anyway, I have put a form online which is designed to be printed and it might be a model for other small charities to follow who
    can’t for whatever reason go in for online credit card donations and need to ask donors to print-and-post. This form is at:

    (and follow the link to the actual form)

    I’d welcome anyone’s comments on this, to see if I have actually done a model for others to follow or a disaster to be instantly deleted!!!

    Martin Sach
    Secretary, Canal Museum Trust
    London Canal Museum
    London Canal Museum

    Registered Charity no. 277484

    17 February 2004 at 12:53 am #5015

    Date: Tue, 13 Jun 2000 09:05:45 +0100
    From: Helen Foster Pinel

    Some comments on the example form.

    1. The wording means that donors will have to submit a new form every
    time they give you a donation. What about giving them the option of the
    Declaration covering either just this gifts of all gifts they give or
    have given since 6/4/00 (when the changes came into effect)? We do this
    with our written forms and have found that most people go for the all
    gifts option, saving admin for us and meaning the donors don’t have to
    worry about it in future.

    2. Donors also have to be resident in the UK for tax purposes, unless
    they are diplomats or members of the armed forces.

    3. Capital Gains Tax counts as well as Income Tax.

    4. They don’t have to pay tax that is more than the gift, but tax which
    is more than the amount you will reclaim on the gift (approximately 28p
    for every pound they give).

    The Inland Revenue produce a standard template and will also look at
    form templates for you to check that they meet their requirements.

    Hope this helps.

    Helen Foster Pinel
    Direct Marketing Manager, The Refugee Council

    17 February 2004 at 12:54 am #5016

    Date: Tue, 13 Jun 2000 10:24:16 +0100
    From: Julian Smyth

    Just one small correction to Helen’s posting which I received last week from
    the horse’s mouth (i.e. FICO) – donors do NOT have to be resident in the UK
    for tax purposes, they merely have to pay an adequate amount of UK income
    tax or CGT which is not the same thing at all.

    This is important as many of us will have overseas supporters who
    nevertheless have some UK taxable income (property, share portfolios,
    businesses etc.) and their gifts can become more beneficial.

    Julian Smyth
    (Director, Sherborne School Foundation & Principal Consultant,
    ASK Associates)

    17 February 2004 at 10:07 am #5017

    I’d be delighted to comment, it’s a nice idea to have a “good practice” standard form. Trouble is the published link doesn’t work.

    18 February 2004 at 12:00 am #5018

    Date: Tue, 13 Jun 2000 12:24:00 +0100
    From: John Porter

    We have only offered the “since 6th April” option in our decalaration forms
    (this is also what my sampling of mailings received by myself and colleagues
    shows to be standard). Although this is not strict scientific test we have
    seen no hint of a problem as a result.

    John Porter
    Direct Marketing Manager
    Woodland Trust

    15 April 2008 at 9:06 pm #10440

    I am currently trying to work out the best way to put a Gift Aid form on our website, get the results emailed to us and to the donor if they wish, and possibly get the information into a spreadsheet or database automatically. I know HTML & CSS and a little PHP but the more I look into the options the more I am confused about how to get it done, whether there are data protection implications etc. I also found myself creating a ‘zoho creator’ application that would do the form and put it into a spreadsheet – does anyone know whether there would be any problems with using that for collecting Gift Aid declarations?
    We are quite a new group and have just been accepted for charitable tax status by HMRC charities (not Charity Commission yet as we have under £5,000 although once we have collected the backdated declarations and made our first claim we may be able to apply to the Charity Commission).
    I tried to look at your form but the link didn’t work.
    Any advice gratefully received! Sorry for the long post.

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