The Diocesan Scheme:

Master List

You will be sent a complete Master list of all your Declarations each year, in the first quarter of the year. However, you may request one from the Gift Aid Officer at any time.

The column headings on the list are fairly self explanatory. The details are as follows:

Name and contact details	Obviously name and address of donor! Please ensure this is correct, particularly the postcode.
Reference	This is the reference number allocated to the Declaration. It is a 5 digit number. This identifies the Declaration within your parish. The full reference number would be 4 digits allocated to your parish (or fund), plus this 5 digit number.
Valid from	The date from which we can include any donations received from the donor. (This was the date in the box!). For most cream Declarations, this should be 6th April 2000. However for more recent Declarations, this should be 6th April of the beginning of the tax year for which the first claim is required. For single donation Declarations, this will be the date of the donation.
Valid to	This is the date the Declaration is valid to. This will usually be blank. There will be a date here if the Declaration has been cancelled. For a single donation Declaration, this date is the same as the “Valid from” date.
Declaration Date	This is the date the Declaration was signed.
Type	This will say either “Regular” for cream Declarations which cover all giving, or “Single donation” for blue or envelope one off single donations.
Method and Env No	Where known, these columns will give details of the method of giving and/or the envelope number.
Purpose	This will usually be “General”, ie the Declaration is for the general purposes of the church or fund. Where a Declaration covers donations only to a specific purpose, then this column will indicate this purpose.

You may keep this list for your records. If any of the details are incorrect, please contact the Gift Aid Officer at St James' House.

You should also notify the Gift Aid Officer of any cancellations and amendments to your Declarations, so that the computer records are kept up to date.