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Charities Online New Gift Aid claim process. Guidance available. www.parishresources.org.uk/giftaid/. Quick Check…. Gift Aid declarations….. New wording last year
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Guidance available www.parishresources.org.uk/giftaid/
Quick Check….. Gift Aid declarations….. • New wording last year • Please treat as Gift Aid donations all qualifying gifts of money made from the date of this declaration and in the past four years. I confirm I have paid or will pay an amount of Income Tax and/or Capital Gains Tax for each tax year (6 April to 5 April) that is at least equal to the amount of tax that all the charities (including churches) and Community Amateur Sports Clubs that I donate to will reclaim on my gifts for that tax year. I understand that other taxes such as VAT and Council Tax do not qualify. I understand the charity will reclaim 25p of tax on every £1 that I give. • 25p instead of 28p on literature, websites, etc.
Paper ChR1 Claim Form + ChR1CS (Continuation sheet) Only available direct from HMRC Form will be handwritten, scanned and data extracted ChR1 - space for 15 Gift Aid donors + (6 Other taxed income items) + 2 Community Buildings + 5 Connected charities ChR1CS - space for 5 more extra Gift Aid donors Photocopies not acceptable Typed schedules & Covering letters not acceptable
Experience thus far OK for 30 or so donors Once a year With a glass of wine! Questions around data – out of date postcode etc.
Aggregated Claims Gift Aided donations of £20 or less Up to £1000 per line (paper form or online) Best for one-off Gift Aid envelopes “October 2013 envelopes” – elastic band or envelope and label.
Excepted Charities All PCCs are regulated by the Charity Commission, but those who are not registered (have a registered number) must say that they are not regulated by the Commission.
Online claiming Now live: • only charities registered with HMRC can access. • must first register with Government Gateway on line • Activation PIN posted to authorised official • then need to go back to Gov’t Gateway and activate online service. NB Old systems (R68i) now withdrawn.
Online claiming • Needs spreadsheet of schedule • Download Office Libre, unless Excel 2010 or later. • Can cut and paste (example offered on PR site).
Online claiming • More data required e.g. address and First name/initial
Online claiming • Timescales: Gift Aid on Accounting year (calendar year) • But only for interest payments. • GASDS on tax year
Third Party Software route • A data file is created from a Gift Aid software package • Automatically submitted to HMRC via Government gateway • Format of data is checked (validated) and acceptance of data is acknowledged • Software solutions for the church include Donations Co-ordinator and FundFiler.
Charities OnlineNew Small Donations Scheme £1,250 extra each year for most churches
Guidance available www.parishresources.org.uk/giftaid/smalldonations/
In a nutshell… Small cash donations: • small – donations of £20 or less, • cash – in coins or notes. Standing orders, cheques, text or online giving etc are not eligible, • giving/donations only. Money from raffles, tombolas, sales and other income that would not qualify for Gift Aid cannot be included in the scheme. from individuals, received in the building, and on which no Gift Aid claim has been made.
Two parts to the scheme….. Core or “Top-Up” Community Buildings
HRMC’s view is that PCCs are controlled by the Diocesan Bishop DBF and DBE. and are ‘connected charities’ under the scheme
Two parts to the scheme….. Core or “Top-Up” Community Buildings
Each community building … • £5,000 limit for each Community Building, which includes churches, halls and schools. (separate guidance note) • Must be used for charitable activities (e.g. worship or occasional offices) at least six times in a year, with at least ten people attending.
What counts towards Community Buildings part….. Regular giving envelopes no Gift Aid declaration received Loose plate When 10 or more people in a service
Two pieces of evidence needed • Cash deposit slips from a bank branch in the UK showing at least the amount claimed under GASDS. • Vestry forms which provides evidence of the donations that are eligible. Envelope register will split into Gift Aided donations and ones eligible for GASDS.
Claim using Gift Aid claim No Yes No More info to follow
Guidance available www.parishresources.org.uk
Encouraging generosity…… Holistic generosity – time, hospitality, money Reflecting God’s generosity and grace Within a context of discipleship Expressing the values of the church community
Why preach and teach stewardship? Resourcing Mission & Ministry Vital for discipleship – the application of faith. Good corporate stewardship helps churches develop Overflowing generosity is transformational. Faithraising not Fundraising
Motivations for giving….. Thanksgiving
Motivations for giving….. For a Purpose
Church Giving Why do people give to Church?
Breadth of audience Incredibly diverse range of motivesfor giving, for coming to church; & wide range of understanding of thechurch’s mission and needs.
Particular need is to help parishes link generous giving with mission & ministry outcomes and the parish’s vision
Need to communicate The outcomes of giving to the Church. The vision and purpose of our churches. The costs and financial situation of our churches.
Communication to our givers…. Say “Thank You” annually
Giving Programmes – a common aim That those willing to support the Church’s work, after prayerful reflection and informed by the Church’s vision, mission and finances will review their giving, (and provide a pledge of what the church can expect to receive).
Common Elements of Giving Programmes…. Link Giving with Mission Outcomesand explanation of Costs. Preach & Teach Generosity Element of Thanksgiving Prayer and Reflection
A word on legacies….. A part of stewardship Some will want to give in this way, others will not. Timing varies – as people are considering making or reviewing their will. An option on a pledge form to ask for more details.
