gift aid - julia's house...gift aid explained what is gift aid? it’s a scheme introduced by...

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Registered Charity No. 1067125 Make your donation go further Gift Aid What if I’m a pensioner? We can still claim the full 25% on your donations, providing you pay at least as much tax as we will be reclaiming in the year in which you made your gifts. As a pensioner, for example, you may still pay tax on a private pension scheme or a savings account, or pay Capital Gains Tax if you sell property or shares. I’ve already completed a declaration for another charity. Do I need to complete one for Julia’s House? Yes. You will need to complete a separate form for each charity you want to benefit from Gift Aid. I’ve already completed a declaration for my donated goods in the Julia’s House shops. Do I need to complete one for any monetary donations? Yes please. Our fundraising office is at a different address so it really helps to keep our administration in order. What else does ticking the Gift Aid box commit me to? Nothing at all. It just ensures that, if you donate to us, we can claim money back from HM Revenue and Customs. We will not share this information with anyone else. How long does my declaration last for? Until you tell us to stop. At the moment, and as long as you remain eligible, your declaration lets us reclaim past (up to four years), present and future donations. What if I change my mind, or I’m no longer paying tax? Please contact us either by post at the address below or by email at [email protected] and tell us that you no longer wish us to claim the tax on your gift. For more information Call 01202 644220 or email [email protected] or visit www.juliashouse.org

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Page 1: Gift Aid - Julia's House...Gift Aid Explained What is Gift Aid? It’s a scheme introduced by the government, which allows charities to reclaim the tax that supporters have already

Registered Charity No. 1067125

Make your donation go further

Gift Aid

What if I’m a pensioner?We can still claim the full 25% on your donations, providing you pay at least as much tax as we will be reclaiming in the year in which you made your gifts. As a pensioner, for example, you may still pay tax on a private pension scheme or a savings account, or pay Capital Gains Tax if you sell property or shares.

I’ve already completed a declaration for another charity. Do I need to complete one for Julia’s House?Yes. You will need to complete a separate form for each charity you want to benefit from Gift Aid.

I’ve already completed a declaration for my donated goods in the Julia’s House shops. Do I need to complete one for any monetary donations?Yes please. Our fundraising office is at a different address so it really helps to keep our administration in order.

What else does ticking the Gift Aid box commit me to?Nothing at all. It just ensures that, if you donate to us, we can claim money back from HM Revenue and Customs. We will not share this information with anyone else.

How long does my declaration last for?Until you tell us to stop. At the moment, and as long as you remain eligible, your declaration lets us reclaim past (up to four years), present and future donations.

What if I change my mind, or I’m no longer paying tax?Please contact us either by post at the address below or by email at [email protected] and tell us that you no longer wish us to claim the tax on your gift.

For more information

Call 01202 644220 or email [email protected] or visit www.juliashouse.org

Page 2: Gift Aid - Julia's House...Gift Aid Explained What is Gift Aid? It’s a scheme introduced by the government, which allows charities to reclaim the tax that supporters have already

and turn every £1 you donate into £1.25 at no extra cost to you

I am not a UK taxpayer

I want to Gift Aid this donation to Julia’s House and any donations I make in the future or have made in the past 4 years

I am a UK taxpayer and understand that if I pay less Income Tax and/or Capital Gains Tax than the amount of Gift Aid claimed on all my donations in that tax year, it is my responsibility to pay any difference.

Date

Gift Aid ExplainedWhat is Gift Aid?It’s a scheme introduced by the government, which allows charities to reclaim the tax that supporters have already paid on their donations. For every £1 donated, the taxman gives us an extra 25p, so our income from your donation increases by a quarter. We can only claim on donations made within the last four years; tax unclaimed before this will be lost.

Why 25p per £1?It’s linked to the current basic rate of income tax (which is currently 20%). As a basic rate taxpayer, for every £1.25 you earn, you will pay 25p to the taxman and receive £1 in your pocket. It is this 25p we claim back.

Am I eligible?If you are a UK taxpayer and have paid enough income or capital gains tax in the financial year (April to April) to cover the amount we’ll reclaim, then yes, please complete a Gift Aid Declaration.

Where can I get a Gift Aid Declaration form?The form on the opposite page contains all the information we will need to claim the additional Gift Aid on your behalf. Please complete your details and return it to us at Julia’s House. By completing this form we will no longer need to ask for these details unless you change your address.

I’m not eligible; should I still return the form?Yes please. It would be a huge help if you could return a declaration to us letting us know not to claim. This way, we won’t contact you about Gift Aid again in the future, saving us time and money.

What if I’m a higher-rate taxpayer?We can only claim the basic rate back, but this is still extremely valuable. You will also be able to claim additional personal tax relief on your Self-Assessment Form.

(Continued overleaf)✃

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Gift Aid Declaration

Please notify Julia’s House if you:

• Want to cancel this declaration or change your name or

home address.

• No longer pay sufficient tax on your income and/or capital gains.

• Pay Income Tax at the higher or additional rate and want to receive

the additional tax relief due to you; you must include all your Gift

Aid donations on your Self Assessment tax return or ask HM

Revenue and Customs to adjust your tax code.

Please return to Freepost Julia’s House – you don’t even need a stamp

Did you know? You can also make a donation online! Visit www.juliashouse.org/donate to make a difference today

Your detailsTitle First Name Surname

Address

(please print in BLOCK CAPITALS)

Telephone Email

You are free to change your mind at any time about how we may contact you, for example if you no longer wish to receive postal information. Simply call our Supporter Care team on 01202 644220. Your details are safe with us and we will never share them with anyone else. To find out more about how we use your data, view our Privacy Policy: juliashouse.org/privacy

Yes, I am happy to receive email updates about Julia’s House news, events and appeals

We require your address details to maintain your mailing preferences on our database.

Postcode

Cardholder’s Name(s)

Card Type Visa Mastercard

*This information will not be kept on file and will be destroyed once processed.

Card Number*

Expiry Date* 3 Digit Security Number*

I would like to make a donation of

/

£

Please make cheques payable to Julia’s House or fill in your card details below.