Gift Aid and How to Claim it - Exeter

Thursday, 9 Feb 2017, 09:15 - 12:30


*A small charity for this programme is defined as a charity whose annual income is £1million or less*

This training is to give a good basic foundation to equip those who work with the finances of small groups or charities to be able to know how to increase their income by setting up and working with Gift Aid.

Attendees will leave with an understanding of the key principles and methods:

  • What Gift Aid is
  • How it can benefit your organisation
  • How you can claim it

Who should attend? 
Those who work with the finances and money handling in a small charity or a small group.  This can be a volunteer, treasurer, finance person, or other manager/CEO.

Charity Finance Group (CFG) in partnership with Esmee Fairbairn Foundation.




Registration and refreshments


An introduction to Gift Aid
An outline of what gift aid is
Eligibility rules for claiming it 
How to use it to increase your income


Gift Aid declarations

Declaration wording

What you need to include

Do's and dont's of declarations

How to retain the records once obtained




Practical aspects of claiming Gift AId

Record keeping

Making a claim

Gift Aid Small Donation Scheme for cash donations

Gift Aid online


Final questions 



There is a travel bursary scheme available for those who live in rural areas and need some additional financial support to travel to the trainings; this scheme is for those who live a fair distance from the nearest training session and whose organisation has less than £50,000 annual income. If you would like to apply for the travel bursary please click here to complete the form.

Venue Details


CoLab ExeterKing William Street, EXETER, EX4 6PD

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Bookings & Prices


  • Attendee - £20.00

All CFG’s training sessions for small charities are supported by the Esmée Fairbairn Foundation to keep costs low. There is a fee of just £20 for each half day training. You can book by pressing on the book now button at the bottom of this page.

Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

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