Retail Gift Aid Courses

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.

All charity retailers know how valuable Retail Gift Aid is to their profit margin. The chance to raise income from every donation sale by 25 per cent can have an incredible impact. If you have been wanting to get more out of your shops’ Gift Aid system, or are still trying to get it started, then this course is for you.

Delivered by Eproductive Ltd and based on the HMRC approved training guidance, this one-day course aims to show you how any charity shop in the UK can effectively implement and operate the Retail Gift Aid scheme. Book online via the links below.

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. This is the second year we will be delivering this course with Eproductive. Our feedback from attendees last year gave high praise for their very knowledgeable and friendly trainers who were able to take members’ questions and challenges and provide excellent answers with good examples to take away and implement.

Each course will run from 10am until 4pm, with registration from 9.30am. Lunch and refreshments are included with every booking.

View the day’s agenda (pdf format) here.

Who should attend?

This course, in short, is for anyone who is centrally responsible for the Retail Gift Aid process in their charity. If your responsibilities cover the areas outlined above and you’d like to hear from a trainer who has worked with HMRC since 2006 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.

You can attend a one day training course for only £70 plus VAT, with an expert trainer and a small group of delegates.

Still unsure?

We got in touch with several delegates who attended our course last year. You can read their experiences and how the course has benefited them and their charity retail operations here.

Bursary Places

We are also able to offer a small number of bursary places on the course reducing the ticket price to £35 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 020 7697 4080.

We also have non-member rates for attending the training, although priority is given to members. Please contact us for further details.

2019 training dates

To book online please follow the links below:

Tuesday 30 April, Leeds – Book here

Thursday 9 May, London – Book here

Wednesday 25 September, Edinburgh – Book here

Thursday 24 October, Belfast – Book here

Thursday 7 November, Bristol – Book here

Wednesday 27 November, Birmingham – Book here

If you would like more information on any of the training dates above, please email Alex Angelakis, Membership and Events Officer, on alex@charityretail.org.uk

Cancellation Policy:

You can view our cancellation policy here.

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