Gift Aid Seminar

Tax and VAT Gift Aid Accounting and reporting Financial sustainability

Wednesday 10 February 2021

"Gift Aid is more important than ever to support charities through current economic circumstances. This seminar aims to bring you up to date with recent changes and what may be in store for the future." Jon Daley, Associate Director, Charity Tax, Buzzacott.

Optimising your charity's access to Gift Aid has become an increasingly important consideration and source of revenue for eligible organisations, and at CFG we are committed to ensuring charities make the most of this vital tax relief - especially in these turbulent times.

Restrictions can apply and charities need to be aware of what they can and can't claim depending on the nature and level of activity involved.

Join us for this online seminar which will provide practical updates and solutions for those already working with Gift Aid. You will be joined by expert speaker Jon Daley, Associate Director, Charity Tax at Buzzacott, and have your questions answered in our Troubleshooting session. You will also hear from Keren Caird, Retail Gift Aid Manager at Sue Ryder, who will be sharing her experiences in our case study discussion.

How to book

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Jon Daley, Associate Director, Charity Tax, Buzzacott

Keren Caird, Retail Gift Aid Manager, Sue Ryder


Welcome and Introduction

10:10 – 10:40

Gift Aid record keeping and data management

Charitable organisations must now keep Gift Aid declarations and records until six years after the end of the accounting period they relate to. This session will give practical tips on how to keep Gift Aid records effectively including declaration claims, and GDPR relating to Gift Aid.

Jon Daley, Associate Director, Charity Tax, Buzzacott

10:40 – 10:50

Break time

10:50 – 11:20

Retail Gift Aid – A case study

A charity that operates its own shops can offer to act as an agent for private individuals and sell goods on their behalf. In this session you will be joined by Keren Caird of Sue Ryder, who will explore Retail Gift Aid schemes, how they operate and look at the more challenging areas of retail Gift Aid when making claims.

Keren Caird, Retail Gift Aid Manager, Sue Ryder

11:20 – 11:50

Troubleshooting and Q&A

Get your Gift Aid questions answered by our expert speakers.

11:50 – 12:00

End of seminar

Charities - Members£50.00
Charities - Non-members£70.00
Individual - Members£50.00
Individual - Non-members£70.00