TAX-EFFICIENT> Gift Aid

Date: Mon, 17 Feb 2003 09:48:28 -0000
From: Jenny Catt

Providing the wording on the declaration covers the time-period that the
donation was made in tax can be reclaimed. eg" All donations made since
April 2002" or "Including the donation made on 28 March 2002"

Jenny
Charity Advisor, CAF

Date: Mon, 17 Feb 2003 09:37:05 -0000
From: Hamish Stewart

If it is associated with the gift, or the declarlation indicates all
gifts on or after 6 April 2000 the answer is yes

********************************************
Hamish Stewart - Annual Fund Manager
Development Office, UCL, Gower Street, London WC1E 6BT
Tel: + 44 (0)20 7679 7673 Fax: + 44 (0)20 7209 0117
[url]http://www.ucl.ac.uk/Development/fundraising[/url]
********************************************

Date: Sun, 16 Feb 2003 20:06:04 -0000
From: Ivan Wainewright

If doesn't matter what date the Gift Aid Declaration (GAD) arrives at your
office, what matters is the date which the donor has said all donations can
be claimed *from*. I.e. preferably this should be something like "all
donations since 6/4/2000 and all donations hereafter until I inform you
otherwise". This means that even if you have received one or many donations
from this donor since 6/4/2000, you can 'back-claim' them all for Gift Aid
(and, of course, all future donations).

(If you haven't already done so, then I recommend you read the IR's Gift Aid
info:
[url]http://www.inlandrevenue.gov.uk/charities/giftaidtoolkit.pdf[/url]
Their help line is also usually helpful: 0151 472 6038)

Regards,

Ivan
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IT For Charities
Tel: 020 8347 7293
E-Mail: [email]ivan@itforcharities.co.uk[/email]
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Date: Fri, 14 Feb 2003 22:46:54 -0000
From: Mark Astarita

this may help taken from the IR website

3.10.2 Donors will be able to give the charity a declaration:

in advance of their donation, at the time of their donation, or at any time
after their donation (subject to the normal time limit within which tax can
be reclaimed - normally around six years)
to cover a single donation or any number of donations
in writing (e.g. by post, by fax or electronically through the Internet) or
orally (e.g. over the phone or face to face).

If you want the lot go here
[url]http://www.inlandrevenue.gov.uk/charities/chapter_3.htm#31[/url]

Mark Astarita
Deputy Chief Executive
The National Deaf Children's Society
15 Dufferin Street, London EC1Y 8UR
email [email]mark@ndcs.org.uk[/email]
switchboard 020 7490 8656 (v/t) fax 020 7251 5020
[url]www.ndcs.org.uk[/url]
Registered Charity No 1016532

Date: Fri, 14 Feb 2003 21:16:28 -0000
From: Anita Macaulay

my understanding is that you can claim after banking the cheque so long as
the donation was made after the beginning of april 2000 when the new giftaid
rules come in.
We often receive donations from new donors who we subsequently follow up
with a giftaid declaration request.

Anita Macaulay
Jennifer Trust for SMA
Elta House
Birmingham Road
Stratford upon Avon
CV37 0AQ

Date: Fri, 14 Feb 2003 17:13:04 +0000
From: Mike Wade

Louise Beattie asked: "If a gift aid form declaration come in after a gift
has been processed, i.e. the check is in the bank, can the gift aid still
be claimed?"

Should be no problem - you have up to six years to get a declararation
against a gift or range of gifts. Check out the details at
[url]http://www.inlandrevenue.gov.uk/charities/chapter3.pdf[/url]
Mike

__________________________

Mike Wade
Head of Supporter Development, Oxfam GB

tel: (0)1865 313919
fax: (0)1865 313979
email: [email]mwade@oxfam.org.uk[/email]

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Date: Fri, 14 Feb 2003 16:10:34 -0000
From: Cindy Bryant

Yes, it can be claimed is the short answer. We have a system whereby on
receipt of the donation a gift aid declaration form is sent out to be
completed and returned. The processing and banking occurs as normal. Once a
gift aid declaration has been completed all donations received by that
particular individual can be added without having to send further
declaration forms to be signed.
Cindy

Date: Fri, 14 Feb 2003 15:48:58 -0000
From: Mick Aldridge

Yes. A properly composed Gift Aid Declaration makes it clear that once
you've received it (the Declaration) you can claim Gift Aid on any and
all donations from that donor back to April 1st 2000! Check the
appropriate wording by downloading the "Gift Aid Toolkit" at
[url]www.inlandrevenue.gov.uk/charities[/url]

Mick Aldridge
Creative Director & Director of External Relations
Push Consultancy Ltd
Campaigns House
32 Charlotte Road
Shoreditch
London EC2A 3PB
T : + 44 (0)20 7749 7850 switchboard / 7871 direct line
F : + 44 (0)20 7749 7851
E : [email]maldridge@pushconsultancy.co.uk[/email]

Date: Fri, 14 Feb 2003 15:17:30 +0000
From: Martin Sheehan

Gift Aid can be reclaimed retrospectively up to six years after the gift
has been made, I think (and hope!).

Martin Sheehan
Direct Marketing Manager

Great Ormond Street Hospital Children's Charity, 40-41 Queen Square,
London, WC1N 3AJ
Registered Charity No. 235825

Date: Fri, 14 Feb 2003 15:08:31 +0000
From: Anne Priestley

Louise

I suggest you telephone the Inland Revenue helpline 0151 472 6038/36 they are very helpful.

Regards

Anne Priestley
British Red Cross
Fundraiser Gloucestershire
[email]APriestley@redcross.org.uk[/email]