This process is for organisations that record donations on the sponsor record rather than the donor record.

*Note* Below we use the term 'Sponsorship', however the HMRC use the term 'Aggregated Donation'. Both these terms mean the same thing.



Online Submissions for sponsorship gifts (where the ‘sponsor’ has a valid declaration)
 
  1. Enter sponsorship collections onto one ‘sponsor’ record to a maximum of £500 per gift
  2. Enter a Fund/Campaign/Appeal to mark this is sponsorship eg. ‘Sponsorship Gift’
  3. Run a gift query to capture all ‘Sponsorship Gifts’
  4. Include this query in the R68 report and mark the R68 report as Sponsorship
  5. Run the report and print off the pdf
  6. Go to Admin – Submit Gift Aid Claim to HMRC
  7. Claim will display in grid
  8. Highlight claim and tick any claims you don’t want to submit at this time
  9. Enter Username and password
  10. Submit claim
  11. Claim will be marked with ‘sponsorship’ when HMRC receive this
Online Submissions for sponsorship gifts (where the ‘sponsor’ does not have a valid declaration)
 
  1. Enter sponsorship collections onto one ‘sponsor’ record to a maximum of £500 per gift
  2. Enter a Fund/Campaign/Appeal to mark this is sponsorship eg. ‘Sponsorship Gift’
  3. Open a Gift Aid Donations Schedule spread sheet from HMRC website
  4. Enter the ‘sponsor’ name, house number and postcode, total gift amount and gift date
  5. Enter ‘Yes’ in the sponsored event box
  6. Send this to HMRC
  7. NB: A maximum of 100 rows can be entered into one form however multiple forms can be sent

Small Collections - eg church collection
 
NB: There is only a max of £20 per donor allowed for these collections so a box left outside a museum which is not monitored would not be accepted. A max of £5000 can be claimed per year for small collections.
 
  1. Enter total gift amount onto church organization record
  2. Enter a Fund/Campaign/Appeal to mark this is from a small collection eg ‘Small Collections’
  3. Open a Gift Aid Donations Schedule spread sheet from HMRC website
  4. No need to enter individual names here
  5. Enter something in the Aggregated donations field eg. ‘April gifts’ or ‘Thursday club donors’
  6. Enter the gift date and total amount raised
  7. Send this to HMRC
  
Claim using a paper form (for those who don’t have access to the internet)
 
Print off the ChR1 paper form from the HMRC website – when this is printed off, a unique claim reference number is created on the form.
Complete the relevant fields and post to HMRC


Note:
Event name is not required by HMRC for sponsorship claims.
Gifts greater than £500 should not be added onto sponsors.

See HMRC website for FAQ's:
http://www.hmrc.gov.uk/charities/online/faqs.htm#4