Gift Aid Essentials Modules
The content of our workshop is divided into manageable segments, with sessions spread over several weeks. Details of the content of each module can be found below, please check the workshop booking information for exact timing and dates of each module:
Module 1:
Key Essentials
Gift Aid
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
Explore government-based tax incentives for higher rate taxpayers, including unique benefits for Scottish tax payers. We also look at strategies for managing joint records efficiently.
Module 5: Key Essentials - HMRC Audit
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.
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.
Module 11: Workshop Overview
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
Understand what makes any declaration type valid and how to manage declaration processes effectively.
Module 3b: Gift Aid Small Donations Scheme (GASDS)
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!
Your introduction to the FIVE Benefit Rules, including their qualifying criteria, calculating methodologies, and a comprehensive benefits overview.
Module 9: The Benefit Rules - Heritage Admissions
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:
PDF Slides will be sent out to all after each module.
Please note we do not record any of the modules
Module 2b:
Key Essentials - Repairing a Gift Aid Declaration
Learn how to validate invalid or missing declarations, and how to repair Gift Aid declarations
Module 4: Key Essentials - Gift Aid Housekeeping
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
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
Learn about the Connected Persons Benefit Rule for participant events. Gain clarity on distinguishing between sponsorship and event payments.
Check Schedule
Please check booking information for each workshop for exact dates and timings of each module and plan in advance.