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Welcome to the Institute of Fundraising’s online Gift Aid Mentoring Forum. This forum provides a platform for small organisations looking to maximise their Gift Aid income and share best practice.
Here you can post discussion topics or ask our team of specialists specific questions in their area of expertise. Whether you are looking to ask a question, solve a problem, or discuss an idea, our team of specialists are on hand to support you.
For more information please visit Tax Effective Giving
Nick is CEO of MissionFish, which helps charities raise funds online. We want to make it possible for any charity to benefit from any gift from any donor. MissionFish’s major initiative is eBay for Charity, which helps charities raise money from the eBay marketplace.
He joined MissionFish from ACEVO, where as director of strategy he led their policy and professional development teams for three years. Nick is chairman of the Empty Homes Agency, a national charity campaigning to bring empty homes back into use, and a trustee of Global Giving.
Richard Baldwin of Deloitte is Chairman of the CASC Development Forum established in 1999 to secure tax concessions for voluntary sports clubs. The Forum was successful in persuading the Government to introduce the Community Amateur Sports Club scheme in 2002 and has been instrumental in the successful development of it.5,000 clubs are now registered generating cash benefits to date of nearly £50mn (Deloitte estimate). Richard has advised charities and non profit sports organisations for the last 30 years and continues to lobby Government with proposals to improve tax incentives for these organisations.
Richard’s role involves dealing with technical aspects of Gift Aid matters. He is also signatory for Cancer Research UK’s Gift Aid claims of over £27m a year. He is actively involved with The Charity Tax Group (CTG) and its Gift Aid work. In this capacity Richard strongly advocated the introduction of transitional relief. He has experience with Gift Aid audits and the wide variety of Gift Aid situations that the varied fundraising activities of Cancer Research UK lead to. Richard can bring broad and practical understanding to bear on the Gift Aid problems which other charities face whatever their size.
Ian started using tax-effective methods of giving over 30 years ago, and has been involved in fundraising through planned giving, Gift Aid, legacies, shares etc ever since. After a career as a professional management consultant, he now works for the Church of England. Collectively the parish churches and cathedrals are easily the largest fundraiser in the UK, and collect about 10% of all the Gift Aid tax refunds made by the taxman. Interests include family history, killer sudoku, reading thrillers and investing.
Eric professes himself to be absolutely dedicated to Tax-Effective Giving. Upon arrival at Sue Ryder care, he undertook the task of recovering Gift Aid on past donations that had previously been overlooked and successfully reclaimed £600,000 for the charity. Sue Ryder Care pioneered the tax recovery on donated items in their shops. This alone has added £1 million a year to their income. Eric is keen to offer other charities advice on implementing this simple scheme.
Katie is the giftaidhelp.org site administrator. Since joining the Tax-Effective Giving team at the institute of Fundraising, she has become well versed in Gift Aid processes and has a broad knowledge of the problems facing voluntary organisations in implementing a successful Gift Aid scheme.
Bill has a wealth of experience of all charity tax matters and is fluent in the workings of Gift Aid. He has been working as a consultant at Bates, Wells and Braithwaite’s Solicitors since 2002, specialising in Charity taxation. He also works part time at the Charities Aid Foundation and the charity scope and commercial organisations. He plays an active role in Gift Aid reviews and regularly negotiates with the HMRC about Gift Aid audits, so has a full understanding of their requirements. His broad knowledge of the subject makes him well placed to answer all your audit queries.
Jane’s fundraising career started over eleven years ago when she was involved in Schools Fundraising and Community Fundraising. For the last 6 years she has worked for The Fire Fighters Charity where she organized a number of large fundraising events. More latterly she has manages the regular giving scheme within the charity and The Fire Fighters Lottery. She is responsible for ensuring all Gift Aid is claimed on events, regular giving and donations and has recently undertaken a project to obtain Gift Aid declarations retrospectively for all donors on the charity database.
Since originally training as a lawyer, Sarah has spent the past 12 months becoming knowledgeable in all things Gift Aid related. Since joining the Tax-Effective Giving team, she has regularly liaised with HMRC on Gift Aid matters, delivered comprehensive Gift Aid training and worked on new and innovative ways to assist charities in claiming Gift Aid. Sarah is always looking at new ways to raise the profile of Gift Aid in the charity sector.
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