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Charities Blog

Digital giving and social giving accounts

HMRC have found that increasing numbers of Gift Aid donations do not in fact qualify for Gift Aid. Of particular concern are donations being made through digital platforms including social media and fundraising websites without any verification checks made by HMRC or the platform providers. An estimated £1million a month is being paid out by...


Date: 6th April, 2017
Author: David Hadley

Spring Budget 2017 – Education Changes

As ever the budget can be viewed from both ends of the telescope.  In education, the National Union of Teachers has accused the government of a complete dereliction of duty to children and young people.  Philip Hammond on the other hand announced the following changes in his budget yesterday: An extra £360m for new schools...


Date: 9th March, 2017
Author: Steve Robinson

Charities Act 2016: new fundraising rules

New rules for charity fundraising came into effect from 1 November 2016. The changes are due to the fundraising sections of the Charities (Protection and Social Investment) Act 2016. There are two new requirements: The first requirement applies where a charity uses a professional fundraiser or commercial participator to raise funds. The...


Date: 10th February, 2017
Author: Louise Giles

Academies update-Academies Financial Handbook 2016

The Education Funding Agency (EFA) issued the Academies Financial Handbook 2016 in July 2016 this is effective from 1 September 2016. The main changes in the 2016 edition with regard to Governance and Financial Control as follows: Governance Boards of trustees should identify the skills they need and address any gaps in their skills through...


Date: 21st November, 2016
Author: Wendy Bambrick

Why should your charity outsource?

Charities have been outsourcing a wide range of functions for many years now and this has created a large industry providing front line and back office functions. In fact many charities have become outsourcers themselves, providing valuable services to many government departments. It is clear therefore that outsourcing is here to stay with the...


Date: 21st November, 2016
Author: Steve Robinson

Charitable giving

There are a number of tax reliefs available for giving to charities. Charities should be aware of these both to maximise their returns and to inform and encourage potential donors. The main relief is Gift Aid which applies where individuals give a donation of cash to a charity or community amateur sports club. Where a donation is made under Gift...


Date: 21st November, 2016
Author: David Hadley

Trustees – would you be able to manage any financial difficulties that could affect your charity?

The Charity Commission has updated its guidance on managing financial difficulties. CC12 recommends that trustees review their charity’s financial performance against budget and future projects on a regular basis, at lease once a month. The review would of course depend on the size and nature of the charity and give early warning signs of...


Date: 20th April, 2016
Author: Wendy Bambrick

Charities – Do you have a trading subsidiary?

Have you checked the limits on the Gift Aid that your subsidiary (ies) can pay over to the charity? The new limits have to be applied for financial periods commencing on or after 1 April 2015 and there may be action required to previous payments. The Charity Commission has updated its publication CC35 section 4.5 to reflect this. ...


Date: 19th April, 2016
Author: Wendy Bambrick

Charity reserves policy – trustees are you aware?

The Charity Commission has updated their guidance on reserves. The guidance explains what reserves are, the importance of having a policy, the legal requirements with regard to publishing the policy and reporting on it, what trustees should do to keep proper tabs on their charity’s reserves and the importance of reserves. There is no single...


Date: 18th April, 2016
Author: Wendy Bambrick

Converting to a Charitable Incorporated Organisation (CIO)

On 1 April the Charity Commission (CC) issued draft regulations for open consultation which would mean that certain charitable companies (chc) and community interest companies (CIC) are able to convert to CIOs. The consultation includes details of exactly which chcs and CICs could convert and which can’t and the CC have stated that it is a...


Date: 5th April, 2016
Author: Wendy Bambrick

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