Historic Gift Aid
Bringing peace of mind to your Gift Aid scheme
We validate, protect and secure your Gift Aid scheme
Problems we can help with
Many organisations strive to get Gift Aid right whilst remaining HMRC compliant. But after twenty-two years, the Scheme can leave some organisations feeling vulnerable, especially to an HMRC audit. At GES, we have years of experience, the services and know-how to bring peace of mind to your Gift Aid Scheme.
- Validate all declarations
- Repair missing declarations
- Provide an audit trail
- Evidence oral declarations
- Evidence web declarations
- Identify & repair liabilities
What we offer
Gift Aid validation service
We offer peace of mind. The Professional Services team at Giftease Solutions will work directly with you to deliver a unique validation service.
Value Added – We confirm the “Made Date” of declarations, enabling you to run a programme to revalidate the tax status of your supporter base, particularly for older declarations.
We even identify the “No Declarations” to ensure that your records reflect the correct Gift Aid status!
What we do
We validate your written declarations by reviewing every form, indexing your valid declarations, and adding a “Reason code to failure” to every invalid declaration. We help you evidence the audit trail for both Oral and Web-based Declarations required in an HMRC Tax claim audit.
We identify your charity’s liability, which is the tax payments received against invalid declarations.
Who is it for?
We work with all clients, SME to enterprise level. If you think you may have a Gift Aid issue with any aspect of your historical scheme, we are here to help put it right.
What we offer
Liability Gift Aid repair
Following the Validation Service, we take the invalid declarations and use the repair codes. Putting together a programme, we revalidate those invalid declarations.
Matching repair codes to the appropriate letter is a complex but highly effective process, ensuring every supporter receives the proper communication relating to the error on their Gift Aid declaration. In line with HMRC rules, and after the statutory 30 days, supporters’ donations become valid again for Gift Aid, and more importantly, cancel the liability on any Gift Aid already claimed.
What we do
The outcome of the Repair Programme enables Giftease Solutions to work with your CRM provider to update your Gift Aid tables with the new and validated Gift Aid information.
We can even provide a full breakdown of securely claimed gifts vs liability income still at risk, with supporter and gift counts broken down by tax year or even tax month. We will even work with you to deliver outcomes to your senior leadership teams and internal and external financial auditors.
Who is it for?
Our solution is for any organisation with declarations identified as invalid, which cannot be used for claiming Gift Aid tax. We significantly reduce the risk to your organisation of repayment penalties. More importantly, safeguard your Gift Aid Scheme.
Gift Aid knowledge and expertise
Why choose our Gift Aid solution?
With over 50+ years combined experience in fundraising and technology within the charity sector, our Gift Aid knowledge has helped many charities to understand the sometimes-complex HMRC rules on tax reclamation.
Secure vital income
Having already reclaimed the tax and spent the payments no organisation wants to be in the position of having to repay much needed income to HMRC. Using our services reduces the risk of repayments and secures monies already claimed.
Maximise your scheme
We know some organisations will put caution first and stop any Gift Aid if no evidence of a declaration. Very often we will identify not just invalid declarations, but missing declarations and help you to repair these too
Take back control
Sometimes senior management will share with us that they feel out of control of the Gift Aid Scheme. We take every part of the process, and we hand you back a complete Gift Aid footprint of all your historic Gift Aid for your organisation to move forward with renewed confidence.
Book a FREE consultation
During that consultation we will work with you to identify the issues, your concerns and what is driving the need to make sure all your Gift Aid is fit for purpose.
Our commitment
Working to an agreed scope we will put together a Statement of Works agreement with costs for your approval.
We’ll fix the issues!
Moving foward we will index and identify your declarations and from this produce your Liability stats, identifying what is good to go and what remains at risk and needs repairing.
Repair service
Using the information from the validation service, we will take the invalid declarations, excluding those that cannot be repaired, such as Goneaways and deceased, and focus on the Gift Aid declarations, which can be fixed, either by email or post.
Discovery day
Bespoke workshops
Help reduce your HMRC Liability