𝔖 Bobbio Scriptorium
✦   LIBER   ✦

Changes in UK tax-effective giving: implications for donor fundraising strategies

✍ Scribed by Gareth G. Morgan


Publisher
John Wiley and Sons
Year
2000
Tongue
English
Weight
191 KB
Volume
5
Category
Article
ISSN
1465-4520

No coin nor oath required. For personal study only.

✦ Synopsis


Abstract

Strategies for fundraising from committed donors in the UK have long placed considerable emphasis on tax‐efficient giving, in particular the use of deeds of covenant and gift aid which enables charities to recover tax paid by the donor and thus increase the value of a donor's gift.

However, recent developments and proposed developments in UK legislation and Inland Revenue procedures are about to make radical changes to this regime. Although in general the changes are beneficial to charities, the precise implications will, in many cases, require a significant change in fundraising strategies to make effective use of the new giving environment.

This paper seeks to analyse the nature of those changes and the consequence for fundraising strategies. In relation to three main strategies some approaches to further research are proposed, which a charity may wish to apply in order to assess whether and to what extent new approaches to committed donor fundraising are required.

A preliminary version of this paper was presented at the Institute of Charity Fundraising Managers Convention (Academic Stream) in July 1999, but it has been substantially changed to take account of further government announcements made in November, 1999. Copyright © 2000 Henry Stewart Publications