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TAX-EFFICIENT> Gift Aid

Posted on 13 May 2004 at 7:50 pm
Viewing 18 posts - 1 through 18 (of 18 total)
  • Anonymous
    13 May 2004 at 7:50 pm #1677

    Date: Fri, 14 Feb 2003 13:58:52 +0000
    From: Louise Beattie

    We are having some debate in out office. If a gift aid form declaration come in after a gift has been processed, i.e. the check is in the bank, can
    the gift aid still be claimed?

    Does anyone have an ideas.

    Louise
    l.beattie@abdn.ac.uk

    Anonymous
    13 May 2004 at 7:51 pm #6356

    Date: Fri, 14 Feb 2003 14:21:27 -0000
    From: Bill Giles

    I am somewhat taken aback that after almost three years there are still
    issues around Gift Aid.

    The simple answer is that providing the wording on the declaration is
    correct (I suggest you look at the Inland Revenue website for that) you
    can claim Gift Aid now on any donations you have received since April
    2000.

    Bill Giles MInstF(Cert) – Chair, Institute of Fundraising London Region
    C/O Contact a Family
    Direct line: 020 7608 8730
    e-mail address: [email]bill@cafamily.org.uk[/email]

    Anonymous
    13 May 2004 at 7:51 pm #6357

    Date: Fri, 14 Feb 2003 14:21:27 -0000
    From: Fiona Klomp

    as far as i know you can still claim for gift aid on the gift that that
    declaration relates to (and of course any future gifts).

    i doubt you would be able to claim back for gifts that were made by a donor
    say in 2001 and you have just now rec’d a declaration from them though.

    Fiona Klomp
    Community Fundraiser
    Breast Cancer Campaign
    Clifton Centre, 110 Clifton Street, London EC2A 4HT

    Tel: 020 7749 3709
    Fax: 020 7749 3701
    Email: [email]fiona@bcc-uk.org[/email]

    Raise money for Breast Cancer Campaign in July 2003 by taking part in an
    exclusive and pioneering itinerary, across the Great African Rift Valley in
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    Anonymous
    13 May 2004 at 7:52 pm #6358

    Date: Fri, 14 Feb 2003 14:25:52 -0000
    From: Roger Sleet

    Yes – you can even ask for a declaration on back gifts (up to 7 years) if
    you don’t think to ask for a declaration at the time.

    ————————————————————————
    Roger Sleet – IS Technical Consultant
    [email]rsleet@CAFonline.org[/email]
    +(44) 1732 520062
    CAF Online http://www.CAFonline.org
    CharityNet http://www.charitynet.org
    Charities Aid Foundation
    Registered Charity No. 268369

    Anonymous
    13 May 2004 at 7:56 pm #6359

    Date: Fri, 14 Feb 2003 14:30:51 +0000
    From: Amanda Bringans

    Definitely yes! Whenever the dec comes in, as long as it is a retrospective
    one, and covers all past donations.

    Amanda Bringans
    Head of FR
    Macmillan

    Anonymous
    13 May 2004 at 7:57 pm #6360

    Date: Fri, 14 Feb 2003 14:44:16 -0000
    From: David Weeks

    It is possible to make a gift aid declaration which covers all donations
    from April 2000. Whether the declaration your supporter has made will cover
    a prior donation will depend on the wording of the declaration they signed

    David Weeks, WDM

    Anonymous
    13 May 2004 at 7:57 pm #6361

    Date: Fri, 14 Feb 2003 14:54:25 -0000
    From: Wendy Ahl

    Our Gift Aid form says “all donations I have made since 6 April 2000 and all
    donations I may make from the date of this declaration” to avoid any
    difficulty.

    —————————————————-
    Mrs Wendy Ahl MInstF
    Community Fundraiser
    St Peter and St James Hospice and Continuing Care Centre, North Common Road,
    North Chailey, Lewes, East Sussex, BN8 4ED
    Tel: 01444 471598 Fax: 01444 471088 Charity no: 1056114
    E-mail: [email]wendy@stpeter-stjames.org.uk[/email] Website: http://www.stpeter-stjames.org.uk

    Anonymous
    13 May 2004 at 7:58 pm #6362

    Date: Fri, 14 Feb 2003 15:07:40 -0000
    From: Ellen Waters

    It depends on the wording on your gift aid declaration:

    Ours our pre-printed with the statement “I would like ICR to claim back
    n all my donations from 6th April 2000 until further notice”

    Hopefully this covers the long-term gift aid payments. Without some
    wording similar to this I think that you may come unstuck; as you can’t
    be sure that they were tax-payers in the past and will be in the future.

    The Giving Campaign have a toolkit on their website which is useful and
    has the new logo etc. the address for the toolkit is
    http://www.givingcampaign.org.uk/images/uploaded/gift_aid_toolkit.pdf

    Hope that helps –

    Kind regards,

    Ellen

    Ellen Waters
    Publications and Appeals Co-ordinator
    ICR
    International Care & Relief
    Improving the lives of young people in the developing world

    **********************************************************

    27 Church Road Tel: +44 (0) 1892 519619
    Tunbridge Wells Fax: +44 (0) 1892 529029
    Kent TN1 1HT
    UK http://www.icr.org.uk

    International Care & Relief is a company limited by guarantee
    Registered in England No 2200793
    Registered Charity No. 298316
    **********************************************************

    Anonymous
    13 May 2004 at 7:58 pm #6363

    Date: Fri, 14 Feb 2003 15:08:31 +0000
    From: Anne Priestley

    Louise

    I suggest you telephone the Inland Revenue helpline 0151 472 6038/36 they are very helpful.

    Regards

    Anne Priestley
    British Red Cross
    Fundraiser Gloucestershire
    [email]APriestley@redcross.org.uk[/email]

    Anonymous
    13 May 2004 at 7:59 pm #6364

    Date: Fri, 14 Feb 2003 15:17:30 +0000
    From: Martin Sheehan

    Gift Aid can be reclaimed retrospectively up to six years after the gift
    has been made, I think (and hope!).

    Martin Sheehan
    Direct Marketing Manager

    Great Ormond Street Hospital Children’s Charity, 40-41 Queen Square,
    London, WC1N 3AJ
    Registered Charity No. 235825

    Anonymous
    13 May 2004 at 8:00 pm #6365

    Date: Fri, 14 Feb 2003 15:48:58 -0000
    From: Mick Aldridge

    Yes. A properly composed Gift Aid Declaration makes it clear that once
    you’ve received it (the Declaration) you can claim Gift Aid on any and
    all donations from that donor back to April 1st 2000! Check the
    appropriate wording by downloading the “Gift Aid Toolkit” at
    http://www.inlandrevenue.gov.uk/charities

    Mick Aldridge
    Creative Director & Director of External Relations
    Push Consultancy Ltd
    Campaigns House
    32 Charlotte Road
    Shoreditch
    London EC2A 3PB
    T : + 44 (0)20 7749 7850 switchboard / 7871 direct line
    F : + 44 (0)20 7749 7851
    E : [email]maldridge@pushconsultancy.co.uk[/email]

    Anonymous
    13 May 2004 at 8:09 pm #6366

    Date: Fri, 14 Feb 2003 16:10:34 -0000
    From: Cindy Bryant

    Yes, it can be claimed is the short answer. We have a system whereby on
    receipt of the donation a gift aid declaration form is sent out to be
    completed and returned. The processing and banking occurs as normal. Once a
    gift aid declaration has been completed all donations received by that
    particular individual can be added without having to send further
    declaration forms to be signed.
    Cindy

    Anonymous
    13 May 2004 at 8:10 pm #6367

    Date: Fri, 14 Feb 2003 17:13:04 +0000
    From: Mike Wade

    Louise Beattie asked: “If a gift aid form declaration come in after a gift
    has been processed, i.e. the check is in the bank, can the gift aid still
    be claimed?”

    Should be no problem – you have up to six years to get a declararation
    against a gift or range of gifts. Check out the details at
    http://www.inlandrevenue.gov.uk/charities/chapter3.pdf
    Mike

    __________________________

    Mike Wade
    Head of Supporter Development, Oxfam GB

    tel: (0)1865 313919
    fax: (0)1865 313979
    email: [email]mwade@oxfam.org.uk[/email]

    Did you need to get this email? As a team we are trying to reduce the
    overload of emails received and sent. Please let me know if receiving this
    email was not useful.

    Anonymous
    13 May 2004 at 8:10 pm #6368

    Date: Fri, 14 Feb 2003 21:16:28 -0000
    From: Anita Macaulay

    my understanding is that you can claim after banking the cheque so long as
    the donation was made after the beginning of april 2000 when the new giftaid
    rules come in.
    We often receive donations from new donors who we subsequently follow up
    with a giftaid declaration request.

    Anita Macaulay
    Jennifer Trust for SMA
    Elta House
    Birmingham Road
    Stratford upon Avon
    CV37 0AQ

    Anonymous
    13 May 2004 at 8:11 pm #6369

    Date: Fri, 14 Feb 2003 22:46:54 -0000
    From: Mark Astarita

    this may help taken from the IR website

    3.10.2 Donors will be able to give the charity a declaration:

    in advance of their donation, at the time of their donation, or at any time
    after their donation (subject to the normal time limit within which tax can
    be reclaimed – normally around six years)
    to cover a single donation or any number of donations
    in writing (e.g. by post, by fax or electronically through the Internet) or
    orally (e.g. over the phone or face to face).

    If you want the lot go here
    http://www.inlandrevenue.gov.uk/charities/chapter_3.htm#31

    Mark Astarita
    Deputy Chief Executive
    The National Deaf Children’s Society
    15 Dufferin Street, London EC1Y 8UR
    email [email]mark@ndcs.org.uk[/email]
    switchboard 020 7490 8656 (v/t) fax 020 7251 5020
    http://www.ndcs.org.uk
    Registered Charity No 1016532

    Anonymous
    13 May 2004 at 8:22 pm #6370

    Date: Sun, 16 Feb 2003 20:06:04 -0000
    From: Ivan Wainewright

    If doesn’t matter what date the Gift Aid Declaration (GAD) arrives at your
    office, what matters is the date which the donor has said all donations can
    be claimed *from*. I.e. preferably this should be something like “all
    donations since 6/4/2000 and all donations hereafter until I inform you
    otherwise”. This means that even if you have received one or many donations
    from this donor since 6/4/2000, you can ‘back-claim’ them all for Gift Aid
    (and, of course, all future donations).

    (If you haven’t already done so, then I recommend you read the IR’s Gift Aid
    info:
    http://www.inlandrevenue.gov.uk/charities/giftaidtoolkit.pdf
    Their help line is also usually helpful: 0151 472 6038)

    Regards,

    Ivan
    ——————————————————-
    IT For Charities
    Tel: 020 8347 7293
    E-Mail: [email]ivan@itforcharities.co.uk[/email]
    ——————————————————-
    Keep up with IT News for Charities: http://www.itforcharities.co.uk/newsinfo.htm
    Visit The IT Resource Guide for UK Charities: http://www.itforcharities.co.uk

    Anonymous
    13 May 2004 at 8:22 pm #6371

    Date: Mon, 17 Feb 2003 09:37:05 -0000
    From: Hamish Stewart

    If it is associated with the gift, or the declarlation indicates all
    gifts on or after 6 April 2000 the answer is yes

    ********************************************
    Hamish Stewart – Annual Fund Manager
    Development Office, UCL, Gower Street, London WC1E 6BT
    Tel: + 44 (0)20 7679 7673 Fax: + 44 (0)20 7209 0117
    http://www.ucl.ac.uk/Development/fundraising
    ********************************************

    Anonymous
    13 May 2004 at 8:23 pm #6372

    Date: Mon, 17 Feb 2003 09:48:28 -0000
    From: Jenny Catt

    Providing the wording on the declaration covers the time-period that the
    donation was made in tax can be reclaimed. eg” All donations made since
    April 2002″ or “Including the donation made on 28 March 2002”

    Jenny
    Charity Advisor, CAF

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