Gift Aid declaration template
A Gift Aid declaration is the form a donor signs so a charity can reclaim tax on their gifts. This version is based on HMRC's multiple-donation model: the donor ticks a box to Gift Aid the current donation and any they make in future or have made in the past four years, confirms they are a UK taxpayer, gives their name and home address, and is told how to cancel or report changes. A charity completes one for each donor, with the charity, donation amount and donor details changing every time.
Adapted from HM Revenue and Customs (14 October 2015). Contains public sector information licensed under the Open Government Licence v3.0.
What changes each time
8 values. Everything else is your wording, kept exactly.
The charity
- Name of the charity
The donor
- Donor's title
- Donor's first name or initials
- Donor's surname
- Donor's home address
- Donor's postcode
The donation
- Donation amount
- Date of declaration
The rules it usually needs
Written in plain English when the template is set up.
- Only when…
“The declaration is made only for the donor who ticks the Gift Aid box, and it covers donations they make in future and in the past four years.”
When the donor ticks the box, the form records that their current gift and any earlier or later gifts to the charity are covered.
Questions people ask
What is a Gift Aid declaration?
It is a statement from a donor, who must be a UK taxpayer, that they want a charity to treat their gifts as Gift Aid donations. It lets the charity claim tax relief from HMRC on those gifts, currently 25p for every £1 given at the basic rate.
Does one declaration cover every donation?
This version does. It covers the donation named on it, any the donor makes in future and any made in the previous four years, until they cancel it. HMRC also has a separate single-donation model.
What does the donor need to understand before signing?
They must pay at least as much Income Tax or Capital Gains Tax as the Gift Aid claimed on their gifts across the tax year, or they are responsible for paying the difference. The form says so, and asks them to tell the charity if their circumstances change.
Can higher-rate taxpayers claim anything?
Higher and additional-rate taxpayers can ask for extra relief themselves, through their Self Assessment tax return or by asking HMRC to adjust their tax code. The form points this out.
Can I use my own version of this document?
Yes. Upload your own Word or PDF declaration and DocuWeave turns it into a template in your wording.
Use this template
It opens in DocuWeave as a template you can check, change and publish. Nothing is used until you do.