Donate through you Self Assessment tax return
Do you complete a self-assessment personal tax return?
If so, and you are entitled to receive a refund, you can donate part, or all, of the refund to charity.
HM Revenue and Customs currently operate a scheme called SA Donate whereby any charity registered with the scheme can receive such donations.
Each charity within the scheme has a code; RUSI is registered with the scheme and our code is PAU90PG.
How to donate
If you complete your return online, the option to make a donation is built into the return process.
If you complete a paper based tax return, you should include an additional page called 'SA100 Charity'. This additional page is readily available from HM Revenue and Customs, your tax adviser, or downloaded here.
Advantages
The advantage for anyone making a donation by this method is that Gift Aid can be added, which effectively increases the amount of the taxpayer's income which is taxable at the basic rate of tax. This is particularly useful if the taxpayer also pays tax at higher rates.
Opting to include Gift Aid imposes no additional costs or burdens on the taxpayer.
Additionally, by making the donation subject to gift aid, the charity can also benefit, because the gift aid element is automatically paid directly to the charity.
If you employ the services of a tax adviser, you should consult them for clarification of any queries in relation to your own personal tax affairs, as unfortunately the Institute cannot properly advise on each individual's circumstances.
If you have any general queries regarding the scheme, please feel free to contact the Institute's accountant, Philip Matfield, either by e-mail at philipm@rusi.org or by telephone on 0207 747 2603.