Gift Aid Declaration

Gift Aid is a government scheme that allows charities to reclaim the basic rate of tax you have already paid on your gifts, increasing the value of your donations at no extra cost to you. This means for every £1 you donate, Oakhaven can claim an additional 25p from HMRC. The scheme is open to supporters who pay UK Income and/or Capital Gains Tax.

To add Gift Aid to your donations, you must have paid UK tax to cover the amount to be reclaimed. For every £1 you donate, we will claim 25p in Gift Aid, so you must not Gift Aid donations worth more than 4 times the tax you pay. For example, if you make donations of £100 to all your charities in one tax year (6 April – 5 April), you will need to have paid at least £25 in tax during that tax year.

Unfortunately, HMRC can only pay Gift Aid to charities if the donor has paid enough income or capital gains tax to cover the gift aid on ALL their donations, so the scheme is only open to UK taxpayers.

If you have added Gift Aid to your donations but haven’t paid enough tax please contact us so we may cancel the declaration. If you have not paid enough tax to cover the Gift Aid claimed on all your donations you may be liable to pay the difference to HMRC.

We will only share your information with HMRC to support the tax reclaim; this includes your full name and address. We never share your data for marketing purposes with any other organisation or business.

You need to make a Gift Aid declaration to evidence to HMRC you have given us permission to claim Gift Aid. You can do this by filling in the Gift Aid declaration form above this.

Not unless you choose to do this. We use an enduring declaration, meaning if all your donations - including any donations you may have made in the past four years and in the future - will, if eligible, have Gift Aid claimed on them.

You qualify for Gift Aid if you meet the following criteria:

• You choose to add Gift Aid (its voluntary)
• You are a UK taxpayer
• You pay enough tax*

If your donations fall into any of the following categories, do let us know and we will make sure Gift Aid is not claimed:

• You have been charged an entry fee e.g., a ticket for performance or a sports event
• You have entered one of our competitions e.g., a raffle or sweepstake
• Your donation is on behalf of someone else or a group of people e.g., collection from work colleagues, or proceeds of a coffee morning

You can cancel your Gift Aid at any time and must cancel it if you stop paying tax. Simply contact us and we will cancel your declaration immediately.

Please inform us:

• by phone: 01590 677773 (Monday to Friday, 8.30am to 4.30pm)
• by email: fundraising@oakhavenhospice.co.uk
• or write to: Fundraising Department, Oakhaven Hospice, Lower Pennington Lane, Lymington, Hampshire SO41 8ZZ

Enjoy the move! If you retain your UK tax status you can still make Gift Aid donations to our charity, we will still need notification of your usual home address even if overseas, and if there are any changes to the scheme which could affect your Gift Aid, we are obliged to contact you and let you know

Whilst all three are part of the British Isles, each has its unique tax system, which is NOT part of the UK tax system, therefore it is very unlikely you pay UK tax. As such, you are not eligible to join the UK Gift Aid Scheme. If in doubt, please check with your accountant.

From time to time we may need to contact you with mandatory notifications about Gift Aid or confirm that the information we hold for you is up to date. If you have asked us not to contact you with marketing messages we will continue to honour this request.

Yes! Please contact us if you require a list of all the donations which you have expected to have Gift Aided from the last tax year which ended in April.

If you pay tax at a rate of 40% or above, and add Gift Aid to your donation, we will claim our portion of the tax relief at the basic rate and you as a higher rate taxpayer can claim your portion. If you want to receive the additional tax relief, you must:

• Include all your Gift Aid donations on your Self-Assessment Tax Return
• Ask HM Revenue and Customs to adjust your tax code

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.

Here’s how it works

• You donate £100
• The charity will claim Gift Aid at the basic rate of tax 20% = £25
• You claim on your self-assessment as a Higher rate taxpayer the remaining rate of tax, e.g. on 40% rate of tax, you can claim 20% just like us. This is worth £25 to you on a £100 donation

Please ask HMRC or your accountant if you have any questions on your eligibility to claim as a higher/Additional rate taxpayer.

For more information, please contact HMRC – or check their website
https://www.gov.uk/donating-to-charity/gift-aid

To get in touch with the fundraising department please contact us:

• by phone: 01590 677773 (Monday to Friday, 8.30am to 4.30pm)
• by email: fundraising@oakhavenhospice.co.uk
• or write to: Fundraising Department, Oakhaven Hospice, Lower Pennington Lane, Lymington, Hampshire SO41 8ZZ