This course is aimed at our members who want training on running a Gift Aid system, covering the set up process, pitch to customers, administrative duties, and compliance.
What will I be trained on?
Setting up Retail Gift Aid: Run through GDPR, agency agreements, commission, trading companies, the pros and cons of Standard, Method A/B to decide which notification type is right for you, and all the other paperwork you need to know about.
On the shop floor: What must the donor be told? How do you manage donor declaration forms and oral declarations? How do you train staff to do all this persuasively, accurately and quickly?
Admin confidence: Get the wording, timing and everything else right on your notifications, understand what is needed in an End of Year Tax Statements (Method A/B), and know how long you should retain documents.
Compliance: Keep HMRC happy and get the know-how to ensure you pass the HMRC Audit with flying colours. Learn what an Audit looks for, what records they need, the most common errors they encounter, and the potential penalty that can occur.
Anything else? Yes! There will be a Q&A surgery with the trainer at the end of the day.
A full agenda can be viewed here.
Timings
The course is split over two morning sessions:
- Session 1: 9.30am – 12.30pm, Wednesday 7 October
- Session 2: 9.30am – 12.30pm, Thursday 8 October
Who should attend?
This course, in short, is for anyone who is centrally responsible for the Retail Gift Aid process in their charity. Nisyst have been dealing with HMRC since 2010. If your responsibilities cover the areas outlined above then this is the course for you. Previous attendees have come from area manager, retail operation, finance/Gift-Aid specific, administrative, fundraising and similar job positions.
How much does it cost?
You get all the knowledge listed above for just £63.75 plus VAT per person.
Bursary places:
We are also able to offer a small number of bursary places on the course reducing the ticket price to £31.88 plus VAT. These places are aimed at charities who have five or fewer charity shops, to ensure we are providing training for both our largest and smallest members, and there is limited availability. If you would like to know more about this, or apply for a bursary place, please contact Alex Angelakis, via email: alex@charityretail.org.uk or telephone 0300 030 1088.
We also have non-member rates for attending the training, although priority is given to members. Please contact us for further details.
Payment: Should you wish to be invoiced, please change the payment method to 'Pay by Invoice'.
Cancellation Policy: Details of our Cancellation Policy for all training, networking events and conference can be viewed here.
If you have any questions, please contact Alex Angelakis at alex@charityretail.org.uk or call the team on 0300 030 1088.
Diversity and inclusion
We encourage attendance from Black, Asian and Minority Ethnic (BAME) members as these groups are underrepresented in our sector and we are working to include their viewpoints in all our events.
If this meeting would be relevant to you, or a BAME colleague, then please register onto our event or pass these events onto them.
