Notes on charity operations, platform costs, and building systems that work for you.
HMRC's rules for a declaration are short. Most claims that go wrong come down to a missing house number or a postcode that isn't one.
Platform fees mostly went to zero. The costs moved onto Gift Aid, donor tips and regular giving. Here is where, from each platform's own pages.
Zakat is a restricted fund with religious conditions on top. Trustees need records that prove both, from the moment a gift arrives to the moment it is spent.
The grant is worth up to $10,000 a month in search ads, but only if the ads point to a domain you own and you record a conversion every month.
The new software is the easy part. What needs planning is the Gift Aid history, the regular gifts and the links your supporters already have.
When the shares run out, the appeal has to stop. The Charity Commission's rules on surplus donations are why the wording matters before you launch.
Most alternatives fall into three kinds. The right one depends less on the headline fee than on where the gift finishes and who keeps the donor.
HMRC's rules are short, but a claim is only as good as the declarations behind it. What Gift Aid software should handle, and when a spreadsheet is enough.
In August around 1,500 UK charities learned their supporters' details had been taken from their CRM. What to ask whoever holds your donor data, us included.
