Gift Aid Conference 2017 - FULLY BOOKED

Friday, 31 Mar 2017, 10:00 - 16:00


Getting the most out of Gift Aid is essential for increasing your charity's fundraising income and maximising the value of donations. However, while the government has made improvements to the Gift Aid scheme, many charities are still not claiming Gift Aid and those that are, are not always taking advantage of all the opportunities available to them.

This conference aims to provide attendees with a good understanding of all aspects of Gift Aid and practical advice on topics such as how to improve your Gift Aid claims, audit and record keeping and retail gift aid. There will also be troubleshooting sessions to give attendees a chance to put their Gift Aid questions to the speakers.

Who should attend?

This event would be useful for all those working in roles that work with Gift Aid on a daily basis including Finance Directors, Treasurers, Finance Managers, Senior Accountants, Donor Relationship Managers and Trustees.



Registration and refreshments


Chair’s welcome

Andrew O’Brien, Head of Policy and Engagement, CFG


Gift Aid Small Donation Scheme

Changes to the regulation of Gift Aid Small Donation Scheme mean that many charities will be affected. The session will discuss what the changes will mean for charities involved in gift aid, how the changes will be implemented and the best ways to make sure your processes are compliant.

Rob Bright and Andrew Kaley, HMRC 


Refreshment Break


Fundraising events and Gift Aid

At fundraising events such as raffles or bake sales, the rules around gift are slightly different than when claiming gift aid from other methods. This session will clarify what the differences are and which situations they apply to.

Helena Wilkinson, Price Bailey


Troubleshooting session

This session will be a dedicated time to ask the speakers questions related to the first two sessions.




Gift Aid Donor Benefit Rules

This session will cover the Benefit Rules, how to make sure that you stay on the right side of them, the proposed government rule changes

Andrew O’Brien, Head of Policy and Engagement, CFG


How to get the most out of online giving and intermediaries

The role of online giving platforms and intermediaries is growing and they are playing an increasingly important role in facilitating online fundraising and Gift Aid claims associated with these gifts. This session will discuss how to get the most out of online giving and the latest regulatory changes for intermediaries and how these could impact on charities.

Jo Barnett, Executive Director, Virgin Money Giving


Troubleshooting session

This session will be a dedicated time to ask the speakers questions related to the previous two sessions.


Chair’s close and end of conference

Venue Details


Quilter Cheviot, One Kingsway, LONDON, WC2B 6AN

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Bookings & Prices


  • Small Charity Attendee - £79.00;
  • CFG Charity Member - £99.00;
  • Non CFG Member Charity - £129.00;

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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