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Completing the Paperwork

Completing the Paperwork. Presentation structure. The Single/Regular Payment Promise Form The Miscellaneous Payment Form The Gift Aid Envelope The Envelope/Donor Verification Schedule The Rem Slip (Remittance Advice Slip). The Single/Regular Payment Promise form.

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Completing the Paperwork

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  1. Completing the Paperwork

  2. Presentation structure The Single/Regular Payment Promise Form The Miscellaneous Payment Form The Gift Aid Envelope The Envelope/Donor Verification Schedule The Rem Slip (Remittance Advice Slip)

  3. The Single/Regular Payment Promise form This is a dual-purpose form which is set-out in 5 Areas The Direct Debit mandate Regular Payment Promise Single Donation Personal Details Tax Reclaim authorisation

  4. Complete a Regular Payment Promise Complete 4 Areas The Direct Debit mandate Regular Payment Promise Personal Details Tax Reclaim authorisation What about qualification as a Steward of the Festival?

  5. Complete the Direct DebitMandate Area Name/address of Bank Name of account holder Account Number Branch sort code Sign and date the form in the Mandate Area

  6. Complete the Regular Payments detail Insert the amount per payment Insert the payment frequency - monthly, yearly, or quarterly, etc Insert the start month/year Insert the number of years for which the payments should continue Insert the name and number of Lodge or Chapter to which your donation should be allocated

  7. Complete the Personal details Here insert your name, address and telephone details Sign and date the form in the boxes at the bottom

  8. Complete the Tax Reclaim authorisation Finally, don’t forget to tick one of the Gift Aid authorisation boxes at the lower left of the form Are there any questions concerning completion of this form as a Regular Payment Promise?

  9. Gift Aided Single Donation The Single Donation amount - including the Lodge/Chapter which is to be associated with the donation The Donor’s personal details Gift aid declaration

  10. The Donation amount The Donation amount is entered into either of the Boxes in the Donation Area A £20 payment for a Festival Jewel should NOT be included in the Total shown on this Form

  11. The Donation amount Enlarged detail of the Donation Area Upper boxes if payment accompanies the Form Lower boxes if this form confirms payment has already been made and approximate date of payment Lodge or Chapter details Don’t forget – payments to: The Freemasons’ Grand Charity

  12. The Gift Aid Envelope For Alms Collections Two parts to complete Retain the first part Put the second part inside the envelope with the money

  13. The Envelope/Donor Verification Schedule Accompanies a Gift Aid Envelope collection Two people open envelopes and count/record contents Complete the Verification Schedule details Send Envelope slips, cheque and Schedule to The Grand Charity

  14. The Remittance Advice (Remslip) Enter Sender details Enter Grand Lodge No. Enter the Donor’s name Enter the Amount Enter a Description

  15. Do you have any questions?

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