Gift Aid Rules for charities: The definitive guide to Gift Aid for charities

In the tax year ending April 2022, it was reported that Gift Aid brought an additional £1.3bn into the sector. Last year, the HMRC revealed this figure had increased to £1.6bn. Yet despite all this, as much as £560 million of Gift Aid could still be going unclaimed each year.

That’s money that could be used to mobilise your mission, so no organisation can afford to let the process slip. We’ve put together this handy guide to help you get to grips with Gift Aid donations.

Download the guide

With the Access Charity CRM and the support from the Customer Success Team at Access who helped us correct our data - they did a back-end data fix for us which allowed the full missed Gift Aid amount to come through into a claim - we saved a lot of time! It was a smooth, seamless process and we were able to claim just under £25k.

Sarah Westcott - System Manager

Brain Tumour Research

I would wholeheartedly thank Access and our Customer Success Manager for holding our hand and guiding us through the amendments we needed to make to the Access Charity CRM membership types in order to ensure we claimed Gift Aid applicably. With their guidance, we now have our Gift Aid records being correctly captured and this enabled us to make a retrospective claim for over £14,000 unclaimed Gift Aid for the last four years to HMRC.

Lesley Ingram - Head of Finance

Anaphylaxis UK

Access helped us identify several claimable payments recorded on our CRM where Gift Aid had not been secured over the previous four financial years. The resulting work to claim these was little more than a regular administrative exercise, over the course of a few days. The results were immediate, and a significant amount was successfully claimed.

Our processes are now more robustly set so that future claims will rigorously include all valid payments. I’d recommend any client should use Access’s advice and support to improve processes and income.

Richard Harrington - Head of Membership

Garden Organic

Download our guide

What is covered in this guide?

Claiming Gift Aid on charity donations can maximise the impact of each donation. Our guide explains everything a charity needs to know.

What is Gift Aid?
What are the Gift Aid eligibility rules?
Six Gift Aid rules for charities to know
How do I claim Gift Aid?
Making the most of Gift Aid software for charities