1. Deanery Presentation WELCOME Deanery Presentations November 2013

2. Deanery Presentation 1.Charity Registration 2.Gift Aid – Small Donations Scheme 3.Accounts: Standard format 4.Ministry Share

3. Deanery Presentation CHARITY REGISTRATION

4. Deanery Presentation DEADLINE DATE: 31 st MARCH 2014

5. Deanery Presentation Guidance available from the Church in Wales website Click on: 1. ‘Resources’ Tab

6. Deanery Presentation Click on: ‘Finance’

7. Deanery Presentation ’ Click on: ‘Charity Registration for Parishes’

8. Deanery Presentation Click on: Guidance for Registration of Parochial Church Councils

9. Deanery Presentation ‘Online application for charity registration’

10. Deanery Presentation Click on: Online Application for Charity Registration

11. Deanery Presentation Click on: Enter this Service

12. Deanery Presentation All Information entered on an Application Form, which is not submitted, will only be kept for 12 weeks.

13. Deanery Presentation Print a copy of the completed Application Form for Reference

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17. Click on: An Introduction for PCC Members – Parish Resources

18. Deanery Presentation Click on: Trusteeship Booklet

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20. TIME OUT

21. Lateral Thinking Acting on an anonymous phone call, the police raid a house to arrest a suspected murderer. They don't know what he looks like but they know his name is John and that he is inside the house. The police bust in on a carpenter, a lorry driver, a mechanic and a fireman all playing poker. Without hesitation or communication of any kind, they immediately arrest the fireman. How do they know they've got their man? Iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii

22. Solution The fireman is the only man in the room. The rest of the poker players are women.

23. Deanery Presentation At night they come without being fetched. By day they are lost without being stolen. What are they? Stars

24. Deanery Presentation GIFT AID: SMALL DONATIONS SCHEME

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26. Gift Aid can be claimed using: 1.Original Gift Aid Scheme 2. Gift Aid Small Donations Scheme (GASDS)

27. Deanery Presentation ChR1 replaces R68 Form Or Claim ONLINE

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29. Claim Under the ‘Community Buildings’ Element of the Scheme

30. Deanery Presentation www.parishresources.org.uk/giftaid /smalldonations

31. Deanery Presentation Click on: Running a Small Donations Scheme

32. Deanery Presentation Who Can Use the Scheme? Charities over 2 years old before year of claim Made a successful Gift Aid claim in 2 out of 4 previous tax years No penalty on a Gift Aid claim in current or previous tax year

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35. Deanery Presentation LIMITS

36. Deanery Presentation MATCHING RULE Receive less than £500 in Gift Aided donations in a tax year Threshold of £5,000 reduced

37. Deanery Presentation Church A  Gift Aid Income £200  Small Cash Donations£5,300 GASDS can be claimed on 10 times Gift Aid Income 10 x £200 = £2,000 not £5,000

38. Deanery Presentation WHAT EVIDENCE/RECORDS IS/ARE REQUIRED? Small donations must be banked Vestry forms detailing cash collected Service Register

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41. TIME OUT

42. Five pieces of coal, a carrot and a scarf are lying on a hill near a remote house. Nobody put them on the lawn but there is a perfectly logical reason why they should be there. What is it? They were used by children who made a snowman. The snow has now melted.

43. Deanery Presentation The more there is, the less you see. What is it? Darkness

44. Deanery Presentation www.parishresources.org.uk/giftaid/

45. Deanery Presentation Click on: Claiming Gift Aid

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47. Click on: Claiming Using the paper ChR1 form

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51. Click on: Claiming Online

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53. STEP ONE: REGISTRATION

54. Deanery Presentation Activation Code received Log on to HMRC website using https://online.hmrc.gov.uk

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56. STEP TWO Require Spreadsheets in Correct Format Microsoft Excel – Office 2010 LibreOffice 3.5 for Windows, Apple Mac OS and Linux

57. Deanery Presentation Access: www.hmrc.gov.uk/charitiesschedules/giftaid. htm Download LibreOffice for Free

58. Deanery Presentation STEP THREE: MAKING THE CLAIM

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60. Claim Using Commercial Software

61. Deanery Presentation TIME OUT

62. A police officer saw a truck driver clearly going the wrong way down a one-way street, but did not try to stop him. Why not? The truck driver was walking

63. Deanery Presentation I am not alive, yet I grow I have no lungs, yet I need air I have no mouth, yet I can drown What am I? Fire

64. Deanery Presentation STANDARD FORMAT OF ACCOUNTS

65. Deanery Presentation Guidance available from the Church in Wales website Click on: 1. ‘Resources’ Tab

66. Deanery Presentation Click on: ‘Finance’

67. Deanery Presentation ’ Click on: Parish Accounting

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69. a)Reporting and other financial requirements of the Church in Wales b)Accounting Thresholds for Church in Wales Parishes c) Overview – Standard Form of Accounts for Parishes

70. Deanery Presentation Receipts and Payments Accounts Receipts and Payments Accounts Receipts and Payments Accounts Audit/Independent Examination

71. Deanery Presentation GROSS INCOME DEFINITION Total receipts recorded in the Statement of Accounts excluding endowments, loans and proceeds of sale of fixed assets.

72. Deanery Presentation GROSS INCOME DEFINITION Total Incoming Resources as per SOFA, excluding endowments but including transfers to income from endowments

73. Deanery Presentation Standard Format of Accounts Introduced from 1 st January 2010 Detailed the Categories of Income and Expenditure

74. Deanery Presentation Income < £250,000 Detailed Interactive Spreadsheets available by Following the Links Provided

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76. Click on: Original spreadsheets

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80.  GENERAL UNRESTRICTED FUNDS  DESIGNATED FUNDS

81. Deanery Presentation  RESTRICTED FUNDS  ENDOWMENT FUNDS

82. Deanery Presentation BANKING OF CHURCH MONIES FUND BALANCES

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85. TIME OUT

86. Lateral Thinking A man marries twenty women in his village but isn't charged with polygamy. How come? Iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii He's a priest - he's marrying them to other people, not to himself.

87. Deanery Presentation What is always coming but never arrives? Tomorrow

88. Deanery Presentation MINISTRY SHARE

89. Deanery Presentation NEW FORMULA FOR THE ALLOCATION OF MINISTRY SHARE

90. Deanery Presentation PROMPT PAYMENT DISCOUNT increased to 4%

91. Deanery Presentation MINISTRY SHARE STATISTICS FORM  Errors in completion  No statistics supplied  Not bilingual

92. Deanery Presentation MINISTRY SHARE STATISTICS FORM  Changes to the Form

93. Deanery Presentation MINISTRY SHARE re CLOSED CHURCHES

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