What is Gift Aid and how do I claim it?

Author name: Charlotte Willmore

Charlotte has experience in the supervision and preparation of statutory accounts, management accounts including tailored client-specific analysis and service charge accounts as well as the audit of statutory accounts and preparation of Corporation tax returns for companies.

What is Gift Aid?

What is Gift Aid and how do I claim it?

Did you know you can claim back 25p each time an individual donates £1 to your charity? This is Gift Aid. The Charity Finance Group and their #TickTheBox campaign provide opportunities for UK charities to increase engagement with Gift Aid. Government figures released in July 2023 showed that the amount of Gift Aid claimed had […]

What is Gift Aid and how do I claim it? Read More »

Did you know you can claim back 25p each time an individual donates £1 to your charity? This is Gift Aid. The Charity Finance Group and their #TickTheBox campaign provide opportunities for UK charities to increase engagement with Gift Aid. Government figures released in July 2023 showed that the amount of Gift Aid claimed had

Financial trustees sat at a laptop exploring accounting information.

A Trustees Role In Financial Transparency

Responsibility for overseeing the financial affairs of charities rests with trustees who must safeguard the resources entrusted to them.   Charities and not-for-profit enterprises must operate effectively and to the highest financial and ethical propriety standards. Financial transparency is essential for an organisation that wishes to remain with the law but maintain public trust and

A Trustees Role In Financial Transparency Read More »

Responsibility for overseeing the financial affairs of charities rests with trustees who must safeguard the resources entrusted to them.   Charities and not-for-profit enterprises must operate effectively and to the highest financial and ethical propriety standards. Financial transparency is essential for an organisation that wishes to remain with the law but maintain public trust and

A charity donation bucket fundraising money

Managing Charity Donations & Fundraising

Successful fundraising is critical to the mission of a charity. Not only do you need to ensure that you can raise the funds you need to deliver services and meet your goals, but you also need to ensure that the funds raised are used effectively.  Poor fiscal management in the charity and not-for-profit sectors can

Managing Charity Donations & Fundraising Read More »

Successful fundraising is critical to the mission of a charity. Not only do you need to ensure that you can raise the funds you need to deliver services and meet your goals, but you also need to ensure that the funds raised are used effectively.  Poor fiscal management in the charity and not-for-profit sectors can

a man standing on an orange path navigating charity compliance

Navigating Charity Compliance

There are charities for all kinds of issues and causes, from local to global, but all of them must comply to strict regulatory framework that governs their activities. The UK charitable sector is one of the largest and most vibrant in the world. It delivers a range of services to individuals and communities both here

Navigating Charity Compliance Read More »

There are charities for all kinds of issues and causes, from local to global, but all of them must comply to strict regulatory framework that governs their activities. The UK charitable sector is one of the largest and most vibrant in the world. It delivers a range of services to individuals and communities both here

Voluteers in the background with multiple hands-up in the foreground.

How can charities work effectively with volunteers?

Many people in the UK have been involved in some form of voluntary activity in the past 12 months. Around a third of those people regularly volunteer with a charity or other similar organisation within their community.   While many charities will have full-time staff, others will depend on volunteers. Most UK charities will use volunteers

How can charities work effectively with volunteers? Read More »

Many people in the UK have been involved in some form of voluntary activity in the past 12 months. Around a third of those people regularly volunteer with a charity or other similar organisation within their community.   While many charities will have full-time staff, others will depend on volunteers. Most UK charities will use volunteers

Five tips for good governance

The Charity Governance Code committee has set out several principles for charities in England and Wales. The Charity Commission states that “good governance is no longer an optional extra. It is essential to charities’ effectiveness and survival too.” As a charity trustee, you must be able to demonstrate that you take the principles seriously and can adapt, when necessary, the

Five tips for good governance Read More »

The Charity Governance Code committee has set out several principles for charities in England and Wales. The Charity Commission states that “good governance is no longer an optional extra. It is essential to charities’ effectiveness and survival too.” As a charity trustee, you must be able to demonstrate that you take the principles seriously and can adapt, when necessary, the

stack of white papers clipped, charity governance documents

Writing your governance document

Your governance document sets out your charitable purposes and how your charity should be managed and run. It is a legal document that, in effect, works as your charity’s rulebook. It governs how you operate and acts as a guide for employees and other stakeholders. What does a governance document need to contain, and how

Writing your governance document Read More »

Your governance document sets out your charitable purposes and how your charity should be managed and run. It is a legal document that, in effect, works as your charity’s rulebook. It governs how you operate and acts as a guide for employees and other stakeholders. What does a governance document need to contain, and how

role of trustee in gold, with gold pennies on purple background

What is a trustees role?

Trustees fulfil a vital role in the charitable sector. They ensure that their charity has a clear strategy and how it works meets its goals and overall vision. Trustees act as ‘guardians of purpose’ and make sure that the decisions charity leaders make are made in the interest of their beneficiaries. What is required to

What is a trustees role? Read More »

Trustees fulfil a vital role in the charitable sector. They ensure that their charity has a clear strategy and how it works meets its goals and overall vision. Trustees act as ‘guardians of purpose’ and make sure that the decisions charity leaders make are made in the interest of their beneficiaries. What is required to

Charities and Net Zero

Charities and Net Zero

The Climate Change agenda has gathered pace over the past few years with nations setting targets to reach net-zero carbon emissions. In the UK, that target date has been set for 2050, with ambitious goals for reductions over the coming decades. This has consequences for government, public sector bodies and businesses. While there has been

Charities and Net Zero Read More »

The Climate Change agenda has gathered pace over the past few years with nations setting targets to reach net-zero carbon emissions. In the UK, that target date has been set for 2050, with ambitious goals for reductions over the coming decades. This has consequences for government, public sector bodies and businesses. While there has been

Charities Landscape 2022 - A summary overview . 4 wooden building blocks with number 2022 on against a blue background

Charities Landscape 2022 – A summary overview

The last couple of years have been challenging ones for charities. Covid-19 and the cost of living crisis have all impacted the charitable sector. The Charitable Aid Foundation and the National Council for Voluntary Organisations have recently issued their trend assessments for the sector, and here we’ll take a look at the key issues facing

Charities Landscape 2022 – A summary overview Read More »

The last couple of years have been challenging ones for charities. Covid-19 and the cost of living crisis have all impacted the charitable sector. The Charitable Aid Foundation and the National Council for Voluntary Organisations have recently issued their trend assessments for the sector, and here we’ll take a look at the key issues facing