Gift Aid

Here are our most common frequently asked questions about Gift Aid.

What is Gift Aid?
Why do I need to make a declaration?
How do I know if I am a UK taxpayer?
What if I pay tax at a the higher rate?
How can CLIC Sargent reclaim 25% when the basic rate of tax is currently 20%?
What if I am a pensioner?
I am not a taxpayer but my partner is and the donations are made by us jointly. Are our gifts still eligible?
What if I was a taxpayer last year, but am not this year?
What if I have a deed of covenant?
Can Gift Aid be claimed on Charities Aid Foundation (CAF) donations?
What if I have agreed to Gift Aid to another charity?
Do I have to make a declaration with every gift?
Can you claim gift aid on sponsorship/money I’m paying in on behalf of others?
Can you claim Gift Aid on all types of donation?
Can I withdraw a declaration on a particular gift?
Can I stop giving?
Where can I get further information?

Frequently Asked Questions

What is Gift Aid?

Gift Aid is a government scheme that allows charities to reclaim the tax that you have already paid on your donations through UK income tax or capital gains tax. All individual donations (excluding those made through the Charities Aid Foundation, which are already subject to tax relief) are eligible for the scheme – including regular gifts such as Standing Orders and Direct Debits. We can claim Gift Aid on donations made in the last four years and on future donations once we receive your declaration.  

If you are currently fundraising for CLIC Sargent, you can download a poster to share with friends and family or put up in your office or school to let everyone know why Gift Aid is so important, and to encourage them to tick the Gift Aid box on your sponsor form or Gift Aid form!

Why do I need to make a declaration?

The declaration gives CLIC Sargent the right to reclaim the tax from HMRC on your donations. By making the declaration, you are confirming that you are happy for us to do this.

How do I know if I am a UK taxpayer?

You are a UK tax payer if:

  • Tax is taken from your wages or pension before you receive them
  • You have to fill in a self-assessment form
  • You have any taxable savings (in a Building Society, for instance), or a pension plan, or investment income you have recently paid any capital gains tax, or expect to pay it in the near future. This could be on the sale of a property or some shares, for example.

What if I pay tax at the higher rate?

We can only claim back tax at the basic rate, but that is still worth 25% extra on your donations to us, so please provide us with a declaration anyway.

If you pay higher rate tax, you can claim the difference between the higher rate of tax and the basic rate of tax on the total (gross) value of your donation to CLIC Sargent. You can make this claim on your Self Assessment tax return if you were sent one. We would suggest speaking to your accountant if you would like to do this.

How can CLIC Sargent reclaim 25% when the basic rate of tax is currently 20%?

This is because the basic rate of tax is calculated on the gross amount of the donation, i.e. we can reclaim 20% of the amount you earned before tax was deducted from you – and this works out to 25% of the amount that we receive.

What if I am a pensioner?

You may still be paying tax on a private pension plan or a savings account, or pay Capital Gains Tax if you sell property or shares. You are still eligible if you have paid enough tax during the year to cover your donations (i.e. 25% of the value of your gifts).

I am not a taxpayer but my partner is and the donations are made by us jointly. Are our gifts still eligible?

Your gifts are still eligible for Gift Aid, but we need both your details separately for our records. Please contact our Supporter Care Line on 0845 120 4442, and we will be able to arrange this for you.

What if I was a taxpayer last year, but am not this year?

Please call the Supporter Care Line on 0845 120 4442, and we will be able to record this on your record.

What if I have a deed of covenant?

Deeds of Covenant are no longer valid as Gift Aid declarations. Even if you do have a Deed of Covenant, we’d appreciate it if you sign a Gift Aid declaration as a back-up for us.

Can Gift Aid be claimed on Charities Aid Foundation (CAF) donations?

We cannot reclaim tax on donations made through the Charities Aid Foundation as the tax has already been reclaimed for you – however please complete and return the declaration form anyway so we can reclaim the tax on any other non-CAF donations.

What if I have agreed to Gift Aid to another charity?

You can support as many UK charities as you like through Gift Aid. You just need to return a declaration to each charity that you support and be paying enough tax during the year to cover your total annual donations.

What’s the catch?

There’s no catch. It really is that easy. Giving us a declaration will enable us to make your donation worth more without costing you anything.

Can you claim gift aid on sponsorship/money I’m paying in on behalf of others?

Yes, we can claim Gift Aid on this money! You will need to have the details of the individuals and their permission to Gift Aid. If you have taken part in a sponsored event for CLIC Sargent, please send us your sponsorship form to: Horatio House, 77-85 Fulham Place Road, London, W6 8JA. Paying in money on behalf of others, you just need to let us know their full name, home address (including postcode) and the amount each individual gave. If you have any questions, please call the CLIC Sargent Supporter Care Line on 0845 120 4442.

Do I have to make a declaration with every gift?

No. You just need to do it once and it will cover gifts you have already made to CLIC Sargent in the last four years and gifts you make in the future, until you let us know otherwise.

Can you claim Gift Aid on all types of donation?

All individual donations are eligible for Gift Aid. Donations and collections from a group (e.g. Office, department, local church or choir) are not eligible for Gift Aid except if individual envelopes or a collection form listing each member; their addresses and full post code and indication that we CLIC Sargent can claim Gift Aid against their donation.

We can also claim Gift Aid on the sales of donated items to our charity shops. Please visit your local CLIC Sargent shop to complete a Donated Stock Gift Aid Form or call the retail administrator on 0117 311 2610 to request one.

Can I withdraw a declaration on a particular gift?

If, for any reason, you decide that your gift should not be included in Gift Aid – perhaps you realise that you will not pay enough tax to cover the tax reclaimed by us – then simply call our Supporter Care Line on 0845 120 4442 and we will amend your record to reflect this.

Can I stop giving?

Completing a Gift Aid declaration does not put you under any obligation to give again – it merely ensures that we can reclaim tax on the donations that you have already made and any you may give in the future, so that your gifts go further at no extra cost to you.

Where can I get further information?

You can call the CLIC Sargent Supporter Care Line on 0845 120 4442 or email us on giftaid@clicsargent.org.uk. Or please visit: HMRC and GOV.UK for more information about Gift Aid.

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