Charity Tax Group – Influencing Government to support charities survive the pandemic

From Charity Tax Group (CTG):

CTG’s lobbying and influencing work has continued to produce positive results. We have submitted responses to eight consultations to HMRC and other organisations, including the Office for Tax Simplification and the Law Family Commission on Civil Society.

  • Maximising COVID grants for charities: After nine months of concerted lobbying, COVID-19 business grant allowances were increased by the Government. Charities with substantial property retail, hospitality and leisure property portfolios, have been able to access up to £1m of extra funding with an additional £9m available if a range of eligibility criteria are met. The UK Government previously applied EU state aid rules that denied access to potentially business saving lockdown grants. A CTG-led coalition successfully called on the Chancellor to increase the limits as EU restrictions no longer applied. CTG has also led on the interpretation of complex rules, enabling large charity retailers in particular, to recognise these grants as income to which they are entitled. 
  • Future of Gift Aid project: The Future of Gift Aid project aims to harness the benefits of new technology and data sharing capabilities to maximise the value of Gift Aid claims made by charities. This CTG-led initiative involves charities, HMRC and intermediaries (such as JustGiving) working together.  It will help unlock £560m of Gift Aid that is unclaimed each year and reduce the £180m of Gift Aid claimed in error. Recently CTG has been involved with a presentation of the project’s work to HMRC’s head of charity policy. The progress of the project has been highlighted by the Office for Tax Simplification as a positive case study for sharing of third-party data. The project is reviewing all aspects of Gift Aid including an overdue overhaul of Gift Aid guidance to enable donors, for example, to have a better understanding of how Gift Aid works.
  • Making Tax Digital for Corporation Tax: Under new proposals a vast number of charities would be forced to report to HMRC each year for the first time. This would result in additional costs and administration, with little apparent benefit.  As a direct result of our consultation response, HMRC has engaged directly with CTG over the development of the new system.  
  • Extension of Gift Aid to Waived Refunds and Loan Repayments: HMRC has now confirmed that any waivers of refunds, including waivers of loans to charities, can count as a donations which are eligible for Gift Aid. This applies as long as the agreement to waive the loan/right to a refund is clear and irrevocable. CTG is working with HMRC to design a template agreement to enable charities to apply this in practice. This positive development provides a new fundraising opportunity for charities.

To find out more you can visit the Charity Tax Group website here.

eLearning Course – The Roles and Duties of Trustees

NCVO, in partnership with the Foundation for Social Improvement (FSI), have created an accessible, interactive trustee eLearning course. This interactive course let’s you study at your own time and pace and can fit around your schedule and priorities.

There will be charges to the eLearning which you can find on the website.

By the end of the course you will be able to:

  • identify what charity status, liability and legal form means
  • describe your role and main duties as a trustee
  • review the six main duties set out in the Charity Commission’s The Essential Trustee
  • confidently apply your trustee duties in real life 
  • consider common difficulties faced by trustees

This eLearning course has three pathways suitable for 

  • those thinking of becoming a trustee
  • those who are new to governance and trusteeship
  • existing trustees who would benefit from a refresher course. 

Click to find out more on the NCVO website.

Community Life Survey 2020/21

Department for Digital, Culture, Media & Sport gathered this report which summarises the results from the 2020/21 survey, which ran from April 2020 to March 2021.

This release provides estimates on a number of measures covering social cohesion, community engagement and social action over the period of April 2020 to March 2021. The survey ran over the course of a year, recording respondents’ answers consistently over the year during different periods of lockdown measures. It is therefore likely that COVID-19 pandemic impacted respondent’s behaviours and responses, although we can not state that any change is caused purely because of this.

click here for the survey results.

The Queen’s Award for Voluntary Service

Deadline 15th September 2021

A reminder that the nominations date for this award is September 15th 2021.

With the outstanding work done, not only a daily basis in the ‘normal world’, but even more so across the last 12 months, it would be fantastic to get a nomination in for one or some of our amazing local voluntary organisations.

We all know some of the inspirational and amazing work and efforts from our local VCS sector in our communities and I’m sure you will agree recognition of this nature, on a national level, is deserved.

So please have a think….make a nomination today and let’s bring deserved Queens Award recognition here in NE Lincs.

Queens Award Website – Homepage – Queen’s Award for Voluntary Service (

Nominations page – About nominating – Queen’s Award for Voluntary Service (

The nominator must:

  • be a member of the public with a good knowledge of the group’s work (such as a beneficiary or long-term supporter)
  • be able to supply two separate letters of support from two additional people who know the group well

Stephen Lloyd Awards

Deadline 31st August 2021

The aim of the Awards, in line with Stephen’s own approach, is to help create success by finding and nurturing innovative ideas and projects that can lead to practical, sustainable social change. The Awards are particularly interested in supporting ideas that address social problems at a systemic level.

The heart of the Awards is the bringing together of experts that can deliver practical, free support to shortlisted candidates as well as Award winners. In addition, funding of up to £20,000 will be made available to support Award winners in developing their initiatives. At the shortlist stage the Awards will make up to ten awards of up to £2,000 to assist candidates to further develop their ideas.

To find out more please click here.

Moore Kingston Smith partner with Dunhill Medical Trust

From Moore Kingston Smith:

Moore Kingston Smith partner with Dunhill Medical Trust to fund expert support in impact, fundraising strategy and financial sustainability for charities working with older people.

We are delighted to announce a new programme, which will be delivered in partnership with Dunhill Medical Trust. Styled as a capability development scheme, our Fundraising & Management team will provide specialist support in a range of specific areas to community-based organisations.

Following on from the pandemic, community organisations will need to focus on key aims and demonstrate to commissioners, funders and other stakeholders the impact of their work in the communities they serve. Part of understanding impact requires consideration of financial sustainability, understanding the full cost of delivering services and ensuring in the longer-term that a clear and achievable fundraising strategy is in place.

Read the full article here.