Institute of Fundraising - Tax effective giving with Giving downloads
Share Giving
Legacy Giving
Payroll Giving
Charitable Trusts
Self Assesment Giving
Giving By Business
Gifts of Land or Property
Downloads

Click to download these useful publications.




Making Giving Go Further

The latest version of the definitive guide to tax-effective giving (colour). 




The Definitive Guide
to Tax effective
Giving

Printable PDF document (monochrome).



Making Giving Go Further

Large Print Version 



The Trustees Guide
to Fundraising (704KB)

A PDF guide
from the Institute of Fundraising. (colour)


The Trustees Guide
to Fundraising (704KB)

A printable PDF guide
from the Institute of Fundraising. (monochrome)


The Trustees Guide
to Fundraising (704KB)

A PDF guide
from the Institute of Fundraising. (Large Print)



The Trustees Guide to
Fundraising (388KB)

An interactive version of
the above guide with live links.


pdf

A number of these downloads are in Adobe PDF format.

To view and print these files you need the Adobe Reader software.

This is available as a free download from the Adobe website.

On this page you will find a wealth of useful publications,documents and templates to freely download and use. You can use the links below to quickly jump to the relevant sections.

Gift Aid Downloads and Templates, "Did You Know ?" sheets
Share Giving Downloads and Templates
Legacy Giving Downloads and Templates
Payroll Giving Downloads, Templates, "Did You Know ?" sheets
Charitable Trusts Downloads and Templates
Self-Assesment Giving Downloads and Templates
Giving by Business Downloads and Templates
Gifts of Land or Buildings Downloads and Templates
Get Buy-in From Your CEO and Trustees Downloads and Templates

Articles to Download

gift-aid-
tips.pdf

Promoting Gift Aid

10 top fundraising tips and ideas to promote fundraising by Gift Aid

Format: Adobe PDF

Size: 56KB


Templates to Download

Template Article

Tailor this article to your charity and include it in your next newsletter to donors.


Template Press Release

Promote your Gift Aid success by tailor this release to your charity and sending it out to your local press.


Template Letter A

A "Thank you" letter to donors, asking for Gift Aid.


Template Letter B

A "Thank you" letter to donors who have Gift Aided their donation.


Gift Aid Sponsorship Form

A sample layout for a sponsorship form.

Formats:

Word document
Size: 64KB

Adobe PDF
Size: 56KB

Gift Aid Declaration Form

A sample layout for a Gift Aid declaration.

Formats:

Word document
Size: 40KB

Adobe PDF
Size: 44KB

Artwork to Download

The Gift Aid logo

Multi-format versions of the Gift Aid logo to use in your publications.


The Gift Aid logo

A guide on how to use and apply the Gift Aid logo. Please read before using the logo.

"Did You Know...?" Sheets to Download

*NEW* Gift Aid Statements. How to communicate the latest changes in Gift Aid to your donors via Gift Aid declarations.

Format: Adobe PDF

 

Gift Aid, the change in Basic Rate Tax and Transitional Relief

Format: Adobe PDF

 

Changes in Gift Aid Administration 08

HMRC have introduced a number of changes in the administration of Gift Aid. Includes information on changes to the audit procedures, and proposals regarding record keeping and self certification.

Format: Adobe PDF

 

Time Limits for Gift Aid

Format: Adobe PDF

Size: 56KB


New guidance for Gift Aid on Visitor Donations

Format: Adobe PDF

Size: 76KB


Charity Challenge Events and Gift Aid

Format: Adobe PDF

Size: 64KB


Gift Aid and Charity Auctions

Format: Adobe PDF

Size: 72KB


Gift Aid: Frequently Asked Questions

Format: Adobe PDF

Size: 60KB


Gift Aid Membership Subscriptions

Format: Adobe PDF

Size: 56KB


Benefit Rule and Connected Persons

Format: Adobe PDF

Size: 48KB


Registering for Gift Aid

Format: Adobe PDF

Size: 72KB

Articles to Download
pdf
share-giving
-tips.pdf

Share Giving Tips

10 top fundraising tips and ideas to promote fundraising by Share Giving.

Format: Adobe PDF

Size: 56KB

Case Studies to Download
pdf
share-
giving-
case-study
.pdf

Share Giving and the Hackney Empire

How Share Giving has contributed to the £20 million redevelopment of the Hackney Empire Theatre.

Format: Adobe PDF

Size: 76KB

Specimen Forms to Download

The Share Certificate

This sample shows you how to understand the information contained on a typical share certificate.

Format: Adobe PDF

Size: 56KB


Stock Transfer Form

Charities should be familiar with the key points of Stock Transfer Forms. While this form will vary in appearance, there will be certain mandatory information that all forms will contain. This sample shows you where to look.

Format: Adobe PDF

Size: 116KB

Templates to Download

Template Article

Tailor this article to your charity and include it in your next newsletter to donors.


Share Giving Template Press Release

Promote your Share Giving success by tailoring this release to your charity and sending it out to your local press.

Articles to Download
pdf
legacy-
case-
study.pdf

Hearing Dogs for Deaf People

Hearing Dogs’s combined legacy income for the last two years has been approximately £5 million; accounting for around 50% of their annual income. They have spent this money on training more hearing dogs to meet the increased demand.

Format: Adobe PDF

Size: 50KB


pdf
legacy-
article.doc

The Gift of a Lifetime

Have you considered including a gift to your favourite charity in your will? This article explains how it works.

Format: Adobe PDF

Size: 50KB

Templates to Download
pdf
legacy-
release.doc

Legacy Giving Press Release

Promote your Legacy Giving success by tailoring this release to your charity and sending it out to your local press.


Jargon Buster
pdf
jargon
buster.pdf

Leaving Money to a Charity in your Will

Demystify legacies with this useful jargon buster.

Format: Microsoft Word document

Size: 28KB

Articles to Download
pdf
payroll-
giving-tips
.pdf

Promoting Payroll Giving

10 top fundraising tips and ideas to promote fundraising by Payroll Giving

Format: Adobe PDF

Size: 56KB

Articles to Download
 
pdf
Data Protection Payroll Giving Summary

Payroll Giving and Data Protection

Generic data protection statements for use by PFO's, PGA's and Charities on Payroll Giving Donor Mandates.

In order to protect the charities interests and maintain the expectations of the donors, the Institute of Fundraising has published a generic data promotion statement for use by Professional Fundraising Organisations (PFO's), Payroll Giving Agencies (PGA's) and Charities on Payroll Giving mandates. The statement is fully compliant with the Data Protection Act and has received the assent of the Information Commissioner's Office.

To view guidance as to how to implement the approved generic statement, download the document to your left

 
 

Case Studies to Download

pdf
payroll-
giving-case-
study.pdf

The Royal Hospital for Neuro-Disability

The Royal Hospital for Neuro-disability provides specialist assessment and multidisciplinary clinical rehabilitation services that transform the independence, confidence, dignity, and quality of life for patients with brain injury and neurological diseases. The hospital is not funded by the NHS, and relies heavily on voluntary donations.

Format: Adobe PDF

Size: 100KB


Templates to Download

Template Article 1

Promote Payroll Giving to donors and potential supporters by including an article in your next newsletter. This template is for a promotional article about Payroll Giving.

Format: Microsoft Word document

Size: 28KB


Template Article 2

Promote Payroll Giving to donors and potential supporters by including an article in your next newsletter. This template is an article which highlights the business benefits of Payroll Giving.

Format: Microsoft Word document

Size: 28KB


Press Release Template 1

Promote your Payroll Giving success by tailoring this release to your charity and sending out to your local press.

Format: Microsoft Word document

Size: 36KB


Press Release Template 2

Promote your Payroll Giving success by tailoring this release to your charity and sending out to your local press.

Format: Microsoft Word document

Size: 88KB


Sample Payroll Giving Donation Form

A sample donation form to be modified for use by your charity.

Format: Microsoft Word document

Size: 200KB


"Did You Know...?" Sheets to Download
pdf
dyk-
payroll-
giving.pdf

"How will the change in basic rate tax affect Payroll Giving ?"

Prepare your organisation for the change in basic rate tax and how it will affect Payroll Gifts after April 2008.

Format: Adobe PDF

Size: 44KB

Templates to Download

Press Release Template

Promote your success by tailoring this release to your charity and sending it out to your local press.

Format: Microsoft Word document

Size: 28KB

Articles to Download

Template Article

Tailor this article to your charity and include it in your next newsletter to donors.

Format: Microsoft Word document

Size: 28KB

Articles to Download

Template Article

Tailor this article to your charity and include it in your next communication with your donors.

Format: Microsoft Word document

Size: 24KB

Articles to Download

Press Release Template

Promote your success by tailoring this release to your charity and sending it out to your local press.

Format: Microsoft Word document

Size: 36KB


Articles to Download

Get your share of the missing millions

Use this ready-made presentation to explain the benefits of tax-effective giving to your CEO and Trustees.

Format: PowerPoint

Size: 1.8MB


Institute of Fundraising Main Site | Get in Touch
The Institute of Fundraising is a Registered Charity no. 1079573 and SC038971 in Scotland
www.tax-effective-giving.org.uk/downloads.html