Module 1:

Key Essentials

Gift Aid

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Explore the history of Gift Aid and its transformative impact on charitable giving, strengthen your understanding of how to maximise Gift Aid potential for your organisation

Module 3a:

Tax Incentives - Donor Education

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Explore government-based tax incentives for higher and additional rate taxpayers, including unique benefits for Scottish tax payers. Discover ways to incentivise donors to increase their giving.

Module 5: Key Essentials - HMRC Audit

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Prepare your organisation to be HMRC audit-ready. Learn how audits are conducted and what actions are needed to minimise the risk of potential penalties.

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Module 8: Key Essentials - The Benefit Rules - Individual Donor 

Gain clarity on applying value and cap limits to benefits offered to donors. Learn when and how to apply the annualising and aggregating benefit rules.​

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Module 11: Workshop Overview

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Conclude the workshops with essential HMRC links based on the workshop modules, with access to Phil’s FAQs, and expert insights on specialist Gift Aid rules

Module 2a: Key Essentials - Gift Aid Declarations​

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Understand what makes any declaration type valid and how to manage declaration processes effectively.

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Module 3b: Gift Aid Small Donations Scheme (GASDS)

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Understand how GASDS differs from the Gift Aid Scheme. Ensure your organisation adheres to essential record-keeping processes and effectively informs volunteer collectors.

Module 6: Key Essentials - The Benefit Rules - the Basics!

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Your introduction to the FIVE Benefit Rules, including their qualifying criteria, calculating methodologies, and a comprehensive benefits overview.

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Module 9: The Benefit Rules - Heritage Admissions

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Understand how Benefit Rules apply to heritage sites, including the Annual Pass and the 10% donation incentive, which can then convert payments into potential Gift Aid donations.​​

All Modules:

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PDF Slides will be sent out to all after each module.

Please note we do not record any of the modules

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Module 2b:

Key Essentials - Repairing a Gift Aid Declaration

Learn how to validate invalid or missing declarations, including strategies for managing joint records efficiently.

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Module 4: Key Essentials - Gift Aid Housekeeping

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​Differentiate between mandatory rules and best practices for essential record-keeping, database management, systems, and processes.

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Module 7: the Benefit Rules - Membership

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Discover how common benefits can put your organisation’s membership Gift Aid at risk. Learn about the averaging rule and the importance of effective ring-fencing.

Module 10: The Benefit Rules - Sponsored Event

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Learn about the Connected Persons Benefit Rule for participant events. Gain clarity on distinguishing between sponsorship and event payments.

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Check Schedule

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Please check booking information for each workshop for exact dates and timings of each module and plan in advance.

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