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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 12 weeks ago

Gift Aid Online Filing – We’re ready are you?

Posted by Redbourn Business Systems on Tuesday, April 2, 2013 Under: Gift Aid


The Gift Aid Online Filing is due to go live on 22nd April 2013.

What should you be doing?

Register for HMRC Gateway

If you have not already registered for the HMRC Gateway, you need to do this now.  For more information visit HMRC Charities Online FAQs.

Get Your Supporter Records in Order

Make sure your supporter records are up-to-date with a current address and postcode.

The donor’s forename, surname and first line of the address are mandatory fields – the title and postcode are optional. However, whilst an online return containing no donor postcodes will pass frontend validation, it may not automatically flow through to the backend system and could be placed on to a work list for manual investigation thus delaying any repayment due.

The postcode is an optional field as there may be donors who are UK taxpayers but who are resident abroad and it only accepts UK postcodes. The recommendation is that if the donor has a UK address then the house number and postcode is provided. If there is no postcode or the donor is resident abroad, then the first line of the address should be provided.

An online return only containing the donor’s forename and surname would reject at the frontend validation at Gateway as the <House> element which should contain the first line of the address is mandatory.

Paper Claims

You will be able to continue sending the current R68(i) form until 30th September 2013. From that date, charities will either have to use one of the online methods or the new paper form ChR1, all of which will require donor address details – see http://www.hmrc.gov.uk/charities/online/three-options.htm.

For more information on the new Gift Aid Online Filing, please contact Marketing.

 

In : Gift Aid 


Tags: "gift aid" "online filing" "hmrc gateway" "hmrc charities online" "r68" 
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