Gift Aid is a government scheme which is open to all charity supporters who pay UK Income and Capital Gains tax. For every pound you earn you pay 25p (or 20% basic rate of tax). By signing up to Gift Aid, every time you donate your charity can reclaim the tax you have paid based on the value of the donation you have made. So, a £10 donation from you enables charities to reclaim £2.50. Charities are very dependent on Gift Aid.
You’re eligible if you’re a UK tax payer living anywhere in the world. However, you must have paid enough tax to cover the amount that all the charities you support would claim in Gift Aid in a tax year (6 April – 5 April the following year).
Even if you’re not employed, you’re still eligible for Gift Aid if you pay tax on any of the following:
Other taxes such as VAT and council tax do not apply.
As the tax payer, you’re responsible for checking your eligibility as any tax shortfall is the responsibility of the tax payer, so please speak to your accountant or HMRC if you are unclear on how much tax you have paid.
Any donations which are:
In one financial year you must have paid at least 25p in income or capital gains tax for every £1 you donate to charity. Every Income Tax payer has a tax-exempt threshold before they start paying tax. So please ensure you are paying enough tax to Gift Aid your donations.
Simply tick the box on the donation form, complete a separate Gift Aid Declaration form or call our Fundraising Team on 0117 414 0170
No, once you sign up to Gift Aid, your declaration will be ongoing and will cover any future donations you may make. Please notify us if your circumstances change and you no longer pay enough tax to cover your donations. We can also claim on any donations you may have made to us in the previous four years if you were paying tax in that time, just tick and date the Gift Aid Declaration.
You can do this by signing a declaration for each charity. As long as each tax year you will have paid at least the equivalent amount of tax that all the charities combined will be claiming, Gift Aid can be applied. It’s your responsibility to repay any difference.
If any of the following applies to you:
If you’re unsure of your eligibility for Gift Aid, please contact HMRC.
Please inform us:
Signing up to Gift Aid doesn’t affect the tax you pay. We make the claim to HMRC on the tax you have already paid on your donations.
As a higher rate tax payer, when you donate the charity will claim against your donation at the basic rate of tax (currently 20%) However, the good news is you can claim the difference between the rate you pay and basic rate on your donation. It’s the same if you live in Scotland.
All you need to do is complete the charitable giving section on your self-assessment tax form.
Example:
You donate £100 to charity – the charity claim Gift Aid to make your donation £125. You pay 40% tax so you can personally claim back £25.00 (£125 x 20%).
If you don’t have to send a tax return, contact HMRC and ask for a P810 form. You’ll need to submit it by 31 January after the end of the previous tax year.
Unfortunately, the scheme is only open to UK Tax payers, so you’re not eligible for Gift Aid. It’s still worth letting us know so that we don’t ask you for this information again.
If you’re able to donate using a joint bank account and your spouse is willing to sign a Gift Aid Declaration, your donations would be eligible for Gift Aid. Please contact us so that we can make a note of this information.
Only HMRC and Southmead Hospital Charity. We do not share your information with anyone else, not even other family members, without your permission.
Sponsorship Gift Aid varies from event to event and the person you are sponsoring is responsible for establishing if donations made by people who are directly connected to the participant will qualify for Gift Aid. Each sponsor must provide their full name, home address and postcode to enable Southmead Hospital Charity to reclaim the tax.
We cannot accept joint sponsored donations. So, if you usually donate as a couple and are both tax payers, please make sure you enter your own name and address details on separate lines.
To obtain an official Southmead Hospital Charity event sponsorship form, please contact a member of our team by phone: 0117 414 0170 (Monday to Friday, 9am to 5pm)
by email: southmeadhospitalcharity@nbt.nhs.uk
or write to: Southmead Hospital Charity, Kendon House, Southmead Hospital, Bristol, BS10 5NB
