I recently took over the role of claiming gift aid on donations made to our charity & part of my role is to maximise gift aid income.
One of the areas I am currently concentrating on is sponsorship forms.
Has anybody found a way to ensure that sponsorship forms are clear enough to maximise the potential Gift Aid income? Also, how do other charities encourage staff, volunteers & event participants to highlight the importance of gift aid when gaining sponsorship? At present we are unable to claim a substantial amount of the gift aid indicated on the forms due to incomplete/incorrect information. Can we improve on this or is this the norm?
We do have online facilities available but the majority of our sponsorship still arrives in the traditional paper form.
Your help on this matter will be very much appreciated.
Thank you for your time.
Tammy – join the Club !!! As a Trustee of multiple Registered Charities, I find Gift Aid both a blessing and a right pain. We are trying to deal with this to maximise tax relief but I am finding it really hard going. I think this might be a continuing discussion Thread – you are welcome to contact me via this post or at:
I am a Volunteer,so there is no question of pecuniary advantage to myself.
I don’t know if this will be any help (you may already do this), but we have increased the gift aid we get by adding a short declaration to the bottom of virtually every form, leaflet, newsletter etc. (We include a footer that says for more info about ga please ask us or HMRC).
We also enclose a gift aid form with every thank you letter where ga isn’t indicated (we word it so that it covers for gift aid for all donations from date of donation on ….). Once someone has signed the ga dec we can then claim on all future donations they make.
We’re also in the process of removing all online payment functions that don’t incorporate gift aid (so we’re including charity choice and charity giving, but removing paypal other than for sales which don’t qualify anyway).
I’m sure you’ve already thought about this, but if not I hope it helps.
The best way to collect Gift Aid from event sponsors is to construct your gift aid declaration in a way that meets HMRC’s rules. Depending on the type of event you need to know whether the donor is related to the event participant, if there is a registration fee, etc. If registration and fundraising are happening online, make sure that your online tool gives you the functionality to customise gift aid declarations on an event by event basis. Our clients often use different declarations for different events and campaigns and it helps them claim back more of the Gift Aid. If you do not have that ability, I would suggest shopping for a provider that can offer you that option. HMRC are also really helpful about answering questions regarding declarations and they will even review your sponsorship form for you to make sure you meet all their requirements. You can reach them on 0845 302 0203
I hope this is helpful – if you have any questions about the above, feel free to contact me offline.
Product Specialist – Online Fundraising
Rapidata Services Plc
Tel: +44 (0)1293 524066
Does your website offer branded, online credit card giving? Personal fundraising pages? Peer to peer fundraising? Regular giving? Visit http://www.rapidataservices.com/services.asp for more information on how we can help you raise more online!
But I asked our call centre manager about this and he said…
‘…Basically any organisation can claim gift aid from any donor who has paid tax. This can be backdated to 2000, providing the donor consents. We have a gift aid ask on all our calls apart from welcomes where a donor will already have specified if they want to give gift aid.
The way we often deal with it is “And Mr / Mrs ………… would you be quite happy for (Charity) to claim gift aid on your previous and current donations?”
Also, making the donor aware that the government is basically giving away free money to charities helps as well, they usually respond with “Well at least Labour are doing something right!”
The only other thing i can suggest with this is advising charities to have their Gift Aid symbol and box as prominent as possible on the pledge form…’
I hope this adds to the debate.
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Thank you all so much for taking the time to reply. It is very much appreciated and I will be taking your comments into our fundraising meeting tomorrow to open it up for discussion.
If I gain any information that may be of help to you I will certainly pass it on.
Thank you again.
You can backdate Gift Aid claims, but only for six years. So, you can no longer claim Gift Aid back to 2000.
UK Fundraising gave advance notice of this when it first started to take effect:
Time limits for Gift Aid claims begin in 2006
18 Jan 2006
I was aware of the six year time limit but the article included extra bits information I wasn’t aware of. It is all very useful.
simple tips would include making sure you highlight residential address in the header – if your form can take it have a seperate box for the postcode.
Highlight the Gift Aid statement in a corporate colour and the gift aid box in the same colour.
Make sure you have the participants complete details on the form
make sure somewhere in your sponsorship bumph you mention “connected persons” and the “benefits” rules (for the participants – who are required to make sure that these rules are followed for online donations too)
Use the first line of your form with an example of completed information needed for gift aid making sure you do all you can to avoid the “company address ~ditto~” issue.
And yes HMRC are very good about “repairing” a sponsors details – just ask their advice.
Need anymore information don’t hesitate to contact us
Ms Phil Robson
It’s difficult to find knowledgeable people for this subject, but you sound like you know what you’re
talking about! Thanks
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