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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:

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 22 weeks ago

Insuring Your Charity or Not For Profit Organisation

Posted by Redbourn Business Systems on Tuesday, November 4, 2014 Under: Insurance

Your charity’s management team and trustees are responsible for making sure your charity is fully covered and your insurance policy is fit for purpose.

With a rise in litigation cases, ensuring your charity has the right level of cover is essential and public liability insurance is compulsory!

But how do you know what is the right level of cover? How do you ensure your charity is covered should a claim be made against you?

Visit to read the Charities & Insurance guide from The Charity Commission to help you decide what insurance is appropriate for your charity. You will establish what insurance is required by law and how you can identify, assess and manage risks your charity might face and what insurance cover may be required to manage those risks.

The document covers all aspects of insurance from building and contents insurance to cover a charity’s property against loss or damage to insurance that might be needed to cover a charities third party liabilities including public liability insurance.

Other questions that you may need answered include whether a charity can use its own money to buy insurance? Or where to get advice on what insurance a charity should take? This extensive guide will help you understand your insurance requirements and gives further sources of information on how to go about buying insurance.

Don’t delay, make sure your organisation has appropriate insurance cover today!

In : Insurance 

Tags: "insurance" "insurance policy" "public liability insurance" "building and contents insurance" 
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