A key objective of the Trustees is to raise money to fulfil the Trust’s objectives and there are various ways of making donations which are set out below. Most donations made by UK taxpayers qualify for Gift Aid, a system whereby HMRC refunds the basic rate income tax assumed to have been paid on the gross donation. Conditions apply but in most cases the effect is to increase the value of the donation by 25%. In order for the Trust to reclaim Gift Aid the Secretary has to be in possession of a Gift Aid Declaration Form completed by the donor. A copy of the form is available here.
Standing Order: Many members of the Guild of Investment Managers donate by regular Standing Order. Payments can be made monthly, quarterly, half-yearly or annually. A Standing Order form is available here – IMCT Standing order form Please send the form directly to your bank and send a copy to the Secretary together with the Gift Aid Declaration Form if you have not previously completed one. Alternatively you may set up a standing order directly via online banking, in which case please let the Secretary know and send her the Gift Aid Declaration Form.
The Secretary’s address is: Celia Soares, 29 Langford Crescent, EN4 9EG, London
Credit Card donors do not need to complete a separate Gift Aid form.