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What Are Aggregated Gift Aid Donations?

You can ‘aggregate’ (add together) donations of £20 or less from assorted donors and present them as a single monetary income item. The total donation on one line cannot be higher than £1,000. (You will need to keep evidence of the individual donations and that they are gift aid applicable).

To claim Gift Aid on aggregated donations, you don’t enter the name and address details of individual donors as this will delay your repayment claim, you can just enter a straightforward description like ‘Wednesday club donors’, the date of the last donation and the total amount raised. This saves valuable time in the data input process without losing any Gift Aid income.

AdvantageNFP Fundraiser users can now combine batches of income, such as donations, that are valid for the claiming of Gift Aid into a single monetary income item, which can subsequently be included in the next Gift Aid online claim.

To read the HMRC rules around Aggregated Gift Aid claims please take a look at the following page on their website, specifically the “Aggregated Claim” section at the end of chapter 6.6: https://www.gov.uk/government/publications/charities-detailed-guidance-notes/chapter-6-claims-and-returns

This indicates that only donations up to the value of a maximum threshold (currently £20.00) can be included in an aggregated donation and that you should keep an audit trail linking the aggregated donation input in AdvantageNFP Fundraiser to the paperwork proving that all donors in the aggregated donation provided Gift Aid Declarations and that each donation was no more than the maximum threshold.

The maximum total amount of a single aggregated donation that can be input into AdvantageNFP Fundraiser is set at £1000 per tax year.

This could also be particularly useful now GDPR has come into force, in that some new donors may indicate that they do not wish to be contacted yet provide a Gift Aid declaration. In this instance you could decide to combine that donation with any other such supporter donations in AdvantageNFP Fundraiser and not create such supporters as new parties within the database.

Posted 4 weeks ago

Could your organisation benefit from a Santander Grant?

Posted by Redbourn Business Systems on Tuesday, June 10, 2014 Under: Grants


Whilst I was at the FSI training roadshow recently, showcasing AdvantageNFP Fundraiser, I learnt that the Santander Foundation provide a huge number of grants per year to local charities and not for profit organisations. The Santander Foundation has two grants programmes to help disadvantage people in the UK.

The Community Plus programme provides grants of up to £5,000. The scheme is available to small local UK charities or local projects of national charities with funding available to cover salaries, equipment or materials. Grants must directly help disadvantaged people in your local area.

The only criteria for the Community Plus grants are they must be a UK registered charity; must be a local charity or local project of a larger charity; the grant must benefit local disadvantaged people.

The Central Fund programme offers grants of up to £10,000. This programme is available to charities and credit unions anywhere in the UK for projects related to education, training or financial capability.

For education and training the activity could be anything where disadvantaged people improve their confidence in a skill or their understanding of a subject. This does not have to be formal training or lead to a qualification, although those activities would be eligible too.

For financial capability activities may help disadvantaged people understand how to manage their money. It could include budgeting skills, accessing affordable credit as well as managing the challenges that arise from being a carer, unemployment, disability or relationship break up.

All funding is for a one off donation. If you are unsuccessful you can re-apply at any time.

If your charity or not for profit organisation fits the criteria, what are you waiting for?

In : Grants 


Tags: "santander foundation" "grant" "local charities" "community plus programme" "central fund programme" 
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