How can I support your work?

TOP is enormously grateful for all the time, enthusiasm and commitment offered by all Tax Volunteers and other supporters of our vital work.  The service has grown dramatically over the past year, and we have together helped many thousands of people to resolve their tax concerns.

However, expansion to fill this increasing need necessarily costs money. 

There are many ways in which you can support Tax Volunteers.   We are enormously grateful for any donation of whatever size – every penny counts.

Cash donations

Tax Volunteers depends on donations of cash to continue its work.  Every penny really does count and we are very grateful to those who choose to support us in this way.

We would be delighted to receive donations by cheque, made payable to ‘Tax Volunteers’ and sent to:

Tax Volunteers

Pineapple Business Park,

Salway Ash,

Bridport,

            Dorset DT6 5DB

Donations of this kind are made even more valuable to us if you are a taxpayer and elect to Gift Aid your donation to Tax Volunteers.  Please see  Gift Aid section below

Major gifts

We look to members of the tax profession both to be volunteers and key supporters. Any individual or group who will pledge a minimum of £1,000 per annum will qualify to be or nominate a member of our Charity, receiving our accounts and reports and with a vote on all important questions affecting us. Please email taxvol@taxvol.org.uk  respond positively and generously in this way.

Regular donations

Regular donations of any amount by Standing Order are very important to us.  A regular gift each month gives us the ability to plan ahead and to make sure that we can reach the areas of the UK in need of a Tax Volunteers surgery. 

To set up a regular monthly donation of £2, £5 or whatever sum you feel you can afford, telephone  0845 601 3321 or 01308 488066 or e-mail taxvol@taxvol.org.uk to request a form.

Donations of this kind are made even more valuable to us if you are a taxpayer and elect to Gift Aid your donation to Tax Volunteers.  Please see below for more information on <Gift Aid>.

<Legacy gifts>

Please consider remembering Tax Volunteers with a gift in your Will.   A legacy to our charity will ensure that Tax Volunteers can continue to bring peace of mind to people with tax worries for many years into the future. 

            How do legacies help?

People who choose to remember Tax Volunteers in their Wills are truly special individuals.  They understand that the promise of funding many years into the future is crucial in allowing Tax Volunteers to continue to bring peace of mind to older people on low incomes.

Leaving a legacy in your Will to Tax Volunteers is your chance to help us to continue our important work, without using up any savings you may need for your retirement years. 

What is more, as legacies to charities are exempt from Inheritance Tax and Capital Gains Tax, more of the value of your money will be spent in the way that you decide.

You also have the knowledge that leaving a gift which will last beyond your lifetime could make a real difference to the future of people just like you, your family and friends.

What sorts of legacies can I leave?

Your legacy could take many different forms, and your personal circumstances will determine which type of legacy gift is best for you.  Some of the most popular types of legacy are:

·        A specific amount of money

·        A gift of specific possessions

·        A share of your estate

How can I leave a legacy to Tax Volunteers?

When you are updating an existing Will or writing your first Will, please consider Tax Volunteers after you have provided for your family and friends.

Simply ask your solicitor about the different types of legacy you can leave, and ask him or her to include a legacy of your choice to Tax Volunteers.  The sample wordings appearing below may help you when you visit your solicitor.

Suggested Wording for Will Clauses 

Residuary Legacy

I give (%) of the residue of my real and personal estate which I can dispose of by Will in any manner I think proper to Tax Volunteers (Registered Charity Number 1102276) of 12 Upper Belgrave Street, London, SW1X 8BB and the receipt of the Treasurer or the Proper Officer for the time being of Tax Volunteers shall be a complete discharge to my Executors.

Pecuniary Legacy

I give the sum of (……) pounds to Tax Volunteers (Registered Charity Number 1102276) of 12 Upper Belgrave Street, London, SW1X 8BB and the receipt of the Treasurer or the Proper Officer for the time being of Tax Volunteers shall be a complete discharge to my Executors.

Please also ask your solicitor to insert the following sentence:

If at my death any charity named as beneficiary in this Will or any Codicil hereto has changed its name or amalgamated with or transferred its assets to another body then my Executors shall give effect to any gift made to such charity as if it had been made (in the first case) to the body in its changed name or (in the second place) to the body which results from such amalgamation or to which such transfer has been made.

<Gift Aid>

If you are a UK taxpayer and make a simple Gift Aid declaration, the Government will add an extra 28% to your donation at absolutely no cost to you.  For example, a £10 donation to Tax Volunteers is actually worth £12.80 to us.

It does not matter what rate of tax you pay, as long as you pay an amount of income or capital gains tax equal to the tax we reclaim on your donations in that Financial Year.

If you are donating by Standing Order, please tick the Gift Aid box on your donation form.  If you are donating by cheque, please include a line in your covering letter to state that you wish to ‘Gift Aid’ your donation.   The following line is suitable:

"Please treat this and any future donations I make to Tax Volunteers as Gift Aid Donations.”

It is also important that you let us have your full name and address, including postcode, and sign the form or letter to enable us to claim the extra funds.

Thank you for your support.

Sponsored Events

If you are organising an event or a celebration, please consider incorporating some fundraising for Tax Volunteers.   Charity raffles or pub quizzes are often enjoyable ways to raise money for a good cause.  If you would like to help us in this way, we would be very pleased to hear from you.  Please e-mail taxvol@taxvol.org.uk  you would like some guidance. 

Payroll Giving

Making a monthly donation through your wages is an extremely efficient way of giving. Your donations are deducted from your wages before tax is calculated, so if you donate £5 per month you contribute only £3.90 and the taxman makes up the difference.  If you are a higher rate taxpayer it will cost you even less to donate £5 to Tax Volunteers.  Please ask your payroll department if they operate such a scheme.

Thank you for your support.