The UK has a long history of charitable gifts in wills – from William Shakespeare, who left the princely sum of GBP10 to the ‘poor of Stratford’ to the lesser-known Henry Greene, who died in 1679, leaving money to clothe four women in green waistcoats (to be worn at Christmas). Legacy giving became more widespread… Read More Attracting and retaining values-led clients through gifts in wills
STEP Southern Central and the Institute of Legacy Management (ILM) held a collaboration event at Winchester Cathedral, England, on 24 April 2024. The event, Collaboration in philanthropy – working together in the legacy sector, aimed to: The speakers were: Gill Steel TEP; Matthew Lagden, CEO of the ILM; Thomas Dumont KC, Radcliffe Chambers and Zoë… Read More Collaboration in philanthropy – working together in the legacy sector
This week is Dementia Action Week in the UK. It is an ideal opportunity for us to tell you about our partnership with the charity Alzheimer’s Disease International (ADI). ADI is our current STEP Private Client Awards Charity Partner. While entries to the Awards are free, we encourage entrants to donate to our charity partner.… Read More Dementia Action Week: STEP’s partnership with Alzheimer’s Disease International
Today marks 103 years since the death of Andrew Carnegie, the famous philanthropist. To mark the occasion, we asked Julie Wynne, Chair of the STEP Philanthropy Advisors Special Interest Group, to write a blog on one of today’s hot topics: corporate philanthropy – and how companies can create a purpose-driven workplace that truly gives back to society.… Read More Corporate philanthropy and the purpose-driven workplace
It’s difficult to believe that it’s been a whole year since the launch of The Informed Trustee, STEP’s innovative course designed to equip current and aspiring trustees with the knowledge needed to be successful charity board members, reflects editor in chief Julie Hutchison TEP. As we hoped at the outset, the course has supported a… Read More The Informed Trustee – one year on
It’s now three months since the launch of The Informed Trustee, STEP’s online course for charity trustees in England and Wales, Scotland and Northern Ireland. With Trustees’ Week being marked across the UK, it seems like a good moment to reflect on the story so far. The Informed Trustee course was created as a practical… Read More The Informed Trustee: three months on
STEP is working with HMRC on a Gift Aid working group set up to explore options to maximise the amount of Gift Aid that charities can claim on donations, together with ways of increasing customer understanding of the system and how it works. HMRC is also investigating opportunities to improve the way that Higher Rate… Read More The Gift Aid tax gap
Three years ago, the UK government’s Autumn Statement 2014 announced a review of the Gift Aid donor benefit rules with the intention of simplifying them. Following a call for evidence, it launched a consultation on 18 February 2016 setting out a range of options. The responses helped develop specific proposals for reform, which were set… Read More The UK Budget and donor benefit rules for charities
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