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Gift Aid Workshop 19 th March 2009

Children’s Hospice Association Scotland. Gift Aid Workshop 19 th March 2009. Children’s Hospice Association Scotland. Agenda. Overview to day. Morning Session 1 - 10.00 am – 11.15 pm Break Morning Session 2 - 11.30 – 1.00pm LUNCH Afternoon Session 1 - 2.00 pm – 3.00 pm Break

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Gift Aid Workshop 19 th March 2009

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  1. Children’s Hospice Association Scotland

    Gift Aid Workshop19th March 2009

  2. Children’s Hospice Association Scotland

    Agenda

  3. Overview to day Morning Session 1 - 10.00 am – 11.15 pm Break Morning Session 2 - 11.30 – 1.00pm LUNCH Afternoon Session 1 - 2.00 pm – 3.00 pm Break Afternoon Session 2 - 3.15 – 4.30 pm
  4. Morning session General Gift Aid Overview Gift Aid Rules Break Implementing Gift Aid Best Practise Split Gifts Oral Declarations Making a tax claim
  5. Afternoon Session Sponsorship / Events / Auctions etc Charity Shops and Ebay Break General Q&A and feedback
  6. Children’s Hospice Association Scotland

    General Rules

  7. Scottish Charities
  8. Basic Rules of Gift Aid
  9. Basic Rules – Step One
  10. Effective Gift Aid
  11. The Charity
  12. The Individual
  13. What does “Valid for Gift Aid” mean?
  14. What is NOT valid for Gift Aid
  15. Gift Aid Audit Checklist
  16. Children’s Hospice Association Scotland

    Morning Session BreakResume 11.30

  17. Children’s Hospice Association Scotland

    Implementing the Gift Aid rules

  18. Cheques received from third parties
  19. Collections such as Coffee Mornings You cannot Gift Aid a donation that is clearly the proceeds of a collection. EVEN if the person sending you the cheque asks you to do this – they have not earned or paid tax on that collection.
  20. Joint Declarations
  21. Info should reflect the tax payer(s)
  22. Joint declarations
  23. Scanning Declarations
  24. Multi Gift Aid – single household
  25. Receiving single cheques from Events Private Events Any income donated as a single personal cheque as the result of a private event is NOT eligible for Gift Aid However individual cheques can be accepted and gift Aided as long as correct declaration is completed
  26. Anniversary Donations
  27. Splitting Gifts You receive a donation that is split between funds and/or another organisation
  28. Split Gifts - Database options
  29. Think when recording Gift Aid Where has the money originated and are there possible restrictions in place against the income from: Payment methods Events Fund codes Collecting money Accepting money
  30. Oral Declarations - Rules
  31. Charity Web based Gift Aid
  32. Making a Tax Claim
  33. Failing Tax Claim - Blocked
  34. Failing Tax Claim - Invalid
  35. Children’s Hospice Association Scotland

    End of morning session

  36. Children’s Hospice Association Scotland

    Afternoon Session

  37. Afternoon Sessions - Content Donations attracting the scrutiny of a benefit Sponsorship / Events / Auctions etc Charity Shops and Ebay General Q&A and feedback
  38. Donations attracting benefits? .
  39. Understanding the benefit rule In order to maximise Gift Aid you need to reduce the level of benefits received
  40. The Benefits Rule
  41. Donation with incentives and benefits rule
  42. Connected people and companies
  43. Example of someone connected to the Donor Member A pays £1000 a year membership to the local Conservation Charity. His “benefit” is a family ticket to the local Zoo, which entitles him and his family to 6 visits a year – the public pay £50 for one family visit. The £1000 membership fails Gift Aid Benefits Rule.
  44. Connected Company to an Event participant
  45. The impact of benefits and connected people
  46. Overseas treks
  47. Auctioning donated items
  48. Ticketed Events
  49. Children’s Hospice Association Scotland

    Afternoon Session BreakResume 3.15

  50. Sponsorship Information required
  51. Sponsorship Admin Tasks
  52. Sponsorship issues to be aware of
  53. How to make a Sponsorship tax claim
  54. Business partnerships eligible for Gift Aid
  55. Online /Web based Gift Aid
  56. Charity Shop + Gift Aid
  57. Children’s Hospice Association Scotland

    Question and Answers

  58. Children’s Hospice Association Scotland

    End of presentation

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