Gift Aid is crucial to many noble and hardworking charities and our EPoS system helps to maximise the revenue that can be used for those most in need.

The Charity Retail Association has announced today that, following a competitive tender for the delivery of their Retail Gift Aid training courses, corporate member Nisyst has been appointed to deliver these in 2020.

Dave Chunilal, Technical Director said, “Nisyst is delighted to be selected as the Charity Retail Association’s Accredited Training Provider. As an organisation we have more than 27 years’ experience of developing EPoS systems for the retail and charity sector, as well as extensive experience of delivering training and support to charity retailers. Our close working relationship with HMRC ensures that our team are at the forefront of knowing what’s expected of charity retailers, and how systems can be set up to minimize the administrative burden and maximise the Retail Gift Aid revenues for charities.

“We’re very much looking forward to working with CRA members to improve and develop their understanding of how their retail systems can make a significant difference to both their productivity and efficiency as a business, as well as that all-important difference to their gift aid revenue claims, enabling charities to do even more good work.”

Robin Osterley, Charity Retail Association Chief Executive said, “We’re very much looking forward to working with Nisyst on our next round of Retail Gift Aid training. They are a very experienced supplier with good links to HMRC and we are confident that our members will continue to get a course that is both comprehensive and well informed.”

Further information about Nisyst can be found at www.charityretailsystems.co.uk

Details and dates for the CRA’s 2020 Retail Gift Aid training courses will be announced shortly.

WP_20170411_08_04_58_Pro

Wales Air Ambulance relies entirely on the public’s support to raise £6.5million annually in order to continue running its four aircrafts and saving lives. Its 16 shops are a vital part of this fundraising effort but in a bid to generate more revenue, the charity recently rolled-out CHARiot, Electronic Point of Sale (EPoS) system by Nisyst, in its stores. Read more

Research consultancy nfpSynergy has released a paper which looks at how the Gift Aid system can be improved in order to generate more income for charities. It suggests that if people knew that a tax break would automatically be added to their donations, giving would be encouraged.  This would involve assigning an annual sum of money to every person over the age of 16 from which donations would be treated as tax-effective.

Read more

Keech Hospice Care has deployed new EPoS technology across its 33 charity stores to boost revenue through maximising Gift Aid contributions.

“Gift Aid is a huge revenue stream for us as we raise more than £300,000 each year through its capture,” said Angela Burgess, head of retail at Keech Hospice Care. “But with research showing that charities claim less than half of Gift Aid available to them, we wanted to take steps to make sure we’re not missing out. So Keech is thrilled to roll out this new EPoS technology.”

Keech Hospice Care charity store Read more

North East Wales hospice charity’s Gift Aid revenue has increased fourfold since the management swapped its manual till system to an electronic solution.

In order to boost its Gift Aid income, Nightingale House Hospice rolled-out CHARiot Electronic Point of Sale (EPoS) system by Nisyst in its 11 shops and distribution centre in autumn 2015 and has since seen a great revenue boost.

Nightingale House Hospice 1John Donnelly, retail development manager, from Nightingale House, said: “We had always used a manual till system which meant we only collected Gift Aid on big donations such as furniture and white goods.

“We knew we were missing out on an additional 25% on other eligible items and wanted to introduce an EPoS system that would help us collect Gift Aid efficiently while being easy to use for our managers and volunteers.  We spoke to other charities and hospices to see what systems they had in place and came across the CHARiot system by Nisyst.”

CHARiot ensures that Gift Aid is captured consistently by all personnel and in all shops by preventing a sale from being completed until the unique bar code has been scanned for each item.

Following a successful pilot in two Nightingale House high street locations, Nisyst installed the CHARiot system in Full Scan Mode (FSM), in the remaining stores and carried out training with all the charity shop managers, who then trained the team of volunteers.

“CHARiot’s Gift Aid feature is the main reason we took the leap and switched to an electronic till system and the results have exceeded our expectations in the first year. In addition, we’ve started to use the system for management information and evaluating product performance, average transaction values and managing stock.

“Just recently we launched a scheme of refurbishing and selling donated bicycles across all stores. Thanks to CHARiot, we can quickly overview these transactions.

“We chose the CHARiot system because it’s so intuitive and the ongoing technical support provided by the Nisyst helpline gives us the peace of mind that comes with knowing that our team has experts to call upon for advice whenever they need it. We’ve been delighted with how quickly and smoothly we’ve been able to move across to the CHARiot system and our team of managers and volunteers has adjusted really well to the transition,” added John.

Money jar full of coins for charity and a couple of heart shapesOur work is dedicated to helping charities maximise Gift Aid income so the statistics revealing that charities collectively claimed £1.26 billion in 2015 was welcome news.

In addition, 2015 marked a record number of more than 70,000 charities reclaiming Gift Aid. However, despite the 20% intake increase compared to five years ago, the sum is still less than a half of the total available.

The key to the problem is that not all Gift Aid that has been given is actually reclaimed by the charity. For those struggling to keep up with the administrative burden and hence missing the donations, we once again want to encourage then to make most of our CHARiot system. CHARiot warrants that Gift Aid is captured at every transaction by scanning the barcode.

It is a simple charity EPoS system, allowing you to keep 100% of your Gift Aid revenue. Since establishing the software in 2007, we’ve been working with customers to build on our system and 2016 saw us introduce new features including:

  • Furniture Collection & Delivery Module, an integrated and centralised digital planner enabling staff and volunteers to efficiently organise transportation for large scale second-hand goods
  • Gift Aid on Rag (GAoR) Solution – an HMRC recognised route to collecting the full 25%* of the sale price in Gift Aid on items marked as rag
  • Mobile Dashboard – Interactive Dashboard with the option to add the Mobile Dashboard function, which can be accessed from a PC, tablet or phone.
  • Cloud Hosting – Full-service Managed Hosting platform for all our CHARiot customers – overseeing the technical monitoring, maintenance and administration of your server,

Hospice to add a five-figure sum to its annual funds thanks to the introduction of Gift Aid collection system for donations that are sold as ‘rag’.

Sale at St Peters Hospice shopSt Peter’s Hospice is Bristol’s only adult hospice, caring for more than 2,670 patients each year as well as supporting family members. The charity needs to generate enough funds to continue supporting its patients, costing around £19,000 every day.

Specialist charity EPoS (Electronic Point of Sale) provider, Nisyst, developed the innovative Gift Aid on Rag (GAoR) functionality as part of its CHARiot EPoS system for charity retailers.

St Peter’s Hospice runs CHARiot software in its 50 stores and has been using the free add-on feature since its introduction in March 2016.

Paul Chivers, head of retail at St Peter’s Hospice said: “Before Nisyst introduced the new feature, we didn’t have a system in place to claim Gift Aid on items marked as rag. CHARiot’s GAoR solutions has been fundamental in maximising our revenue and we’re expecting that within a year of its launch it will have paid for more than a full-day of our operations. This equates to going from zero income to around £25,000.

“I only see this figure growing year-on-year as our staff and volunteers become more familiar with the process.”

The new system is HMRC recognised, ensuring that all Gift Aid captured can be fed into the charity’s revenues. Staff and volunteers can operate the software by using a hand held scanner in the stock room to scan the barcodes specifically for rag bags that are being collected on that day.

Any rag donations that have been Gift Aided by the donor are eligible for the full 25 per cent of the sale price in Gift Aid, but the fluctuating price of rag and the varying levels of rag collected each week make it notoriously difficult capture this revenue.

The rag price for that day is programmed into the EPoS system by the team at the charity’s head office, ensuring that any shop in their network processing rag that day does so at the correct price per kilo, allowing all Gift Aid on rag to be captured in an HMRC-compliant manner.

Dave Chunilal, technical director at Nisyst, added: “St Peter’s Hospice is a testament of our team’s dedication to helping charities across the UK to generate more revenue. We’re constantly investing in product development based on user feedback to ensure that it continues to offer users the most advanced functionality – which is how GAoR was born.”

For more information about Nisyst’s CHARiot system, visit www.charityretailsystems.co.uk and follow Nisyst on Twitter – @NisystEPoS

Since Gift Aid was introduced under the Finance Act 1990, HM Revenue & Customs (HMRC) has been faced with multi-million losses due to its abuse. Whether through avoidance, fraud or error, the missing revenue came to serve as a catalyst for HMRC to re-evaluate the Gift Aid processes which subsequently led to the launch of new, stricter guidelines in December 2015.

In a nutshell, all charities should follow a two-stage process to comply with the new guidelines.

Training process

Firstly, everyone involved with processing Gift Aid donations should be trained appropriately. Stage two is keeping a record of this training

The rules require for charities to educate staff and volunteers to be more vigilant when processing donations. Ideally, the training would consist of a verbal induction followed by a simple test which would help the staff and volunteers understand what signing up to Gift Aid is about. If they pass the test to a good standard, that will show the individuals’ capabilities.

At head office level, an employee or volunteer may need to learn about processing Gift Aid revenue and submitting values to HMRC whilst retail staff have to be asking donors the right set of questions in store. Volunteers need to make sure that the items donated actually belong to the person dropping them off.

 

It is also a requirement for staff and volunteers to ensure that the donor is a UK tax payer before capturing Gift Aid. Whilst employees can help people fill in Gift Aid donation forms, they absolutely have to let the donors review the documentation as well as tick the UK taxpayer box and sign the declaration form which is required as part of the agreement.

 

Record keeping

The very thought of keeping extensive records causes charities the biggest headaches but the process is actually very flexible. HMRC simply wants to see an audit to show that staff and volunteers have been trained to the required ability in order to fulfil their role in processing Gift Aid donations. As there are no set guidelines for what this should look like, charities can improvise and implement processes best suited to their operations.

 

Keeping proof of training can be as simple as using a dated document template that all trainees sign along with their manager when they start working with Gift Aid transactions. The most important consideration here is safe storage as the data must be easily retrievable and ready for reference or even an HMRC audit. Information can be stored physically in a lockable unit or digitally, such as in the cloud.

 

Last but not least, it’s vital to understand that whilst technology can assist charities to implement training and record keeping, HMRC doesn’t require the process to be digitised. Those worried that installing new tech or providing staff with online training is a mandatory requirement can therefore breathe a sigh of relief.

 

Have any further enquiries about complying with Gift Aid training? Don’t hesitate to contact us; you can speak to our friendly team on 01204 706 000

 

Written by Dave Chunilal, technical director at Nisyst for UK Fundraising

Giving to charity is an act of kindness and just one person can inspire thousands more to help make a difference. Charities exist for many reasons, but often they are there to support, comfort and provide a service to people in need. People tend not make giving a part of their lives, but there are also many who give to charity regularly. So why do these people generously opt to donate?

Read more

December is the busiest time of the year for retailers which will hopefully mean an increase in custom and donations made in your store. During this hustle bustle it may be a good idea to install EPoS charity retail systems which could make sales quick and easy for both your customers and staff in order to provide the most efficient service possible. Read more