Gift Aid and how to claim it - Bournemouth

Wednesday, 3 May 2017, 09:15 - 12:30

Overview

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

Background

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.

CFG

Programmes/Presentations

09.15

Registration and refreshments

09.30

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

10.15

Gift Aid declarations

Declaration wording

What you need to include

Do's and dont's of declarations

How to retain the records once obtained

11.00

Break

11.15

Practical aspects of claiming Gift AId

Record keeping

Making a claim

Gift Aid Small Donation Scheme for cash donations

Gift Aid online

12.15

Final questions 

12.30

Close

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

Location

Anglo-Continental Language School, The Pavilion Room 29-35 Wimborne Road, BOURNEMOUTH, BH2 6NA

On previous occasions we have had feedback from delegates that they have found the Pavilion Room (where the training is being held) at Anglo Continental Language School hard to find.

Please do not go to the Student Services Reception, but go to the right of the building to the car park spaces that have been reserved for us (first come first served) - these will be sign posted. Then come through the wooden gate – this will also be sign posted and may be shut if it is windy, and walk down to the Pavilion where we will be waiting to greet you from 9.15am.

In the unlikely event that the car park barrier is down when you arrive you need to put in the code 1478A.
If the car park is full there is on street parking in the surrounding area.

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Bookings & Prices

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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