Reminder: claim tax relief on charitable donations (UK PAYE taxpayers)

If you:

1. Pay the higher rate of tax in the UK (earn over £50,271 or £43,663 in Scotland)
2. Don’t fill in a Self Assessment tax return (you pay tax automatically via PAYE)
3. Made donations that you claimed Gift Aid on in this or any of the previous 4 tax years

You can use this HMRC link to tell HMRC how much you’ve donated excluding Gift Aid and claim back the difference. More details in this evergreen post.

Practical tip

I set my Giving What We Can pledge tracking to run from 6 April to 5 April, which matches the UK tax year. That makes it easy to report the correct annual figure to HMRC.

Important notes / assumptions

• This does not apply if you donate through Give As You Earn (the relief is already applied).
• If you’re claiming relief on £10,000 or more of donations, you must also tell HMRC:
  • the date(s) of the donation(s)
  • which charity you donated to

Thanks for sharing - this was super helpful! It's exciting that this is progressing! 

Here's a link to the full implementation guidance (for those that don't want to share your email address). 

I'd be curious what EA grantmakers and charity evaluators think of the harmonised grant reporting format? How does it compare to the existing reporting you request?

Hi folks, apologies I forgot to cancel this. I've moved to Glasgow and can't host in London. I won't be available to let people into LEAH. 

As a consolation, I'm happy to host a virtual co-working session this afternoon at 2pm on the EA Gather town 

Really interesting and unexpected read! Thanks for writing!

This made me giggle:

I sent a draft of this post to Thiel, who (reasonably) did not respond; probably some errors remain.

Due to the good weather, and following the principle that work expands to fill the time we give it, I’m shortening this event to run from 10:30am to 1pm.

My plan is that we'll do four 25-minute Pomodoros during this time.

Looking forward to it folks!

Hi both,

Yes I have attempted this at my former workplace and in the effective giving context - varying levels of success but I do have thoughts.

@Jeltsje Boersma I'd be happy to have a quick call about it - feel free to DM me on here 

"It's like keeping all the benefits of a community while refusing to contribute to its future development or taking responsibility for its challenges. Win-win!"

🔥🔥🔥

For the tax nerds, cool event next week from the OECD:
Tax Inspectors Without Borders: A decade of niche assistance to developing countries
12 March 2024 | 13:45 - 14:45 CET

https://www.tiwb.org/resources/events/oecd-tax-and-development-days-2025-tiwb-a-decade-of-niche-assistance-to-developing-countries.htm 

Great work making this happen! 

Running late but will be there for first pom at 11