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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

Showing Tag: "gift aid" (Show all posts)

Gift Aid Small Donation Scheme Explained

Posted by Redbourn Business Systems on Friday, July 17, 2015, In : Gift Aid & GASDS 

From the 6th of April 2013 onwards, Charities and Community Amateur Sports Club (CASC) have been able to claim top up payments on cash donations of £20 or less under the Gift Aid Small Donations Scheme (GASDS).

You do not need to know the identity of the donors or collect Gift Aid declarations, which makes it easier to claim on donations such as street collections. You can claim 25% on cash donations of £20 or less and you can claim up to £1,250 in tax a year.

Who can Claim

To be able to clai...


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7 Things about CRM your Boss Want to Know

Posted by Redbourn Business Systems on Friday, May 15, 2015, In : CRM 


1.
       Is the System Cloud Based?

AdvantageNFP Fundraiser can be deployed as an “on premise” solution or a cloud hosted solution, AdvantageNFP Hosting.  For hosted options we use a data centre called Sentrum 4, which is located in the UK.  Nightly snapshots of the entire server are taken by default. Sentrum 4 is an extremely secure hosting facility with 24 x 7 on-site security, door access controls at site and building entrances, proximity cards to authorise access levels including man...


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How accurate is your data?

Posted by Redbourn Business Systems on Tuesday, December 2, 2014, In : CRM 

Ensure your charity’s data that is being entered in to your AdvantageNFP Fundraiser CRM database system is up to date by using AFD Postcode Plus.  Postcode Plus delivers comprehensive address look up at lightning speed from over 29 million addresses for delivery point (letterbox) accuracy. Postcode Plus includes the Royal Mail’s Postcode Address File (PAF).

If your charity or not for profit organisation has a high turnover of staff, volunteers or temporary staff, then Postcode Plus can h...


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Gift Aid Online Filing Deadline – 30th September 2013

Posted by Redbourn Business Systems on Monday, September 9, 2013, In : Gift Aid 

The Withdrawal of the R68(i) Gift Aid repayment form happens on 30th September, so to make sure you are ready, here are your options:


New Paper ChR1 form
HMRC schedule spreadsheets
Third Party Software – AdvantageNFP Fundraiser

Option 1 of the paper ChR1 form is for charities and not for profit organisations without internet access. You will have to manually complete the form by hand and return it to the HMRC by post. You can only claim up to 90 Gift Aid donors on each claim, however there i...


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

Posted by Redbourn Business Systems on Tuesday, April 2, 2013, In : 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 a...


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Gift Aid Small Donations Scheme – Gift Horse or Old Nag?

Posted by Redbourn Business Systems on Friday, July 6, 2012, In : Fundraising & Gift Aid 

We’re all familiar with the proverb of “never looking a gift horse in the mouth”, but in the case of the newly introduced Small Charities Donations Bill it would seem appropriate for small charities to ignore that advice and look carefully at what’s actually on offer.

The new bill will allow charities and amateur sports clubs to claim “Gift Aid” on individual gifts of under £20 without a Gift Aid form, meaning there is no need to collect donor’s details, up to a total value of...


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