GAIN	Gift Aid Recovery and Tax Efficient Giving Consultants
Gift Aid Income Now	51 LOVE LANE PINNER MIDDLESEX HA5 3EY Tel  (020) 8868 1307 e-mail     enquiries@gain.me.uk web          www.gain.me.uk

Sample Agenda for Gift Aid review

Name of Charity ………………………………………….............................................……………

Date……………. Completed by ……….....................................………………………......……..

 Current Gift Aid recovery rate

Please complete the table (Insert more rows as required)

Gift Aid claim period	Amount   (1)	Total income from general public in that period ** (2)	Gift Aid as a % of all individual donations in that year (3)	Maximum Gift Aid  (@ 28% of Ind. Donation) (4)	Actual Gift Aid Rate of Recovery (1)/(4)%
Totals/Average	£	£	%	£	%

Review of Existing Procedures.

Activity	Is Gift Aid applied? – Comments
Regular giving by standing order
One off donations
Employee fundraising
Sponsored events
Events
Raffles
Auctions
Corporate sponsorship
In Memoriam giving
Legacies
Merchandise
Lottery, trusts, statutory
Community fundraising/schools fundraising
Christmas card sales
Home money boxes

Copyright GAIN Gift Aid Recovery consultants 2010

For further information, please contact us at  GAIN, 51 Love Lane, Pinner, Middlesex, HA5 3EY
Tel      (020) 8868 1307          e-mail  enquiries@gain.me.uk       web:    www.gain.me.uk