Gift Aid Seminar

Thursday 25 January 2024

Online event


For many charities, raising income through trading activities and Gift Aid has become an increasingly important source of revenue. However, there are certain restrictions that can apply and charities need to be aware of what they can and can't claim depending on the nature and level of activity.


Why should I attend?

This online session will look at Gift Aid from two distinct angles - how to maximise your income, and how to manage the process effectively.

For the former point - Our speakers will provide the solutions necessary to get the most from your Gift Aid income, including charity tax exemptions, tax relief from donors, the small donation scheme, and more. 

For the latter point - We will be providing practical tips and advice on managing Gift Aid records, alongside declaration claims, and GDPR relating to Gift Aid. 


When and where?

  • 13:30 - 15:50
  • Online training via Zoom - Joining instructions will be shared one week before the event day


Who should come along to this event?

This event would be valuable for accountants, finance directors and finance managers.


How to book

Please note any payments for events bookings are required to be made online. Book below - if you have any issues contact


About CFG events and membership

Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could provide you with two hours of CPD. For more details contact your association or email


Phil Robson​​​​, Director of Client Services, Giftease Solutions

Ann Bibby, Tax Partner, Beever and Struthers

Mark McGarry, Partner, Saffery

David Humphrys, Director, Saffery

13:30 – 13:35

Chairs Welcome

13:35 – 14:20

Gift Aid update and management

This session will cover the most recent Gift Aid updates and practical tips on how you can manage the process. The speakers will also provide some pointers on how to keep Gift Aid records effectively including declaration claims, and GDPR relating to Gift Aid.

Phil Robson​​​​, Director of Client Services, Giftease Solutions

Ann Bibby, Tax Partner, Beever and Struthers

14:20 – 14:30

Comfort Break

14:30 – 15:15

Maximising Gift Aid

In this session the speakers will provide tips and solutions on how you can maximise income from Gift Aid at your organisation, including charity tax exemptions, tax relief for donors, small donation scheme and more.

Mark McGarry, Partner, Saffery

David Humphrys, Director, Saffery 

15:15 – 15:45

Troubleshooting & Q&A

15:45 – 15:50

Chairs closing remarks and session ends

Charities - Members£91.00
Charities - Non-members£169.00
Corporate - Members£210.00
Corporate - Non-members£302.00