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Completing the Paperwork

Date post: 08-Feb-2016
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Completing the Paperwork. Presentation structure. The Single/Regular Payment Promise Form The Miscellaneous Payment Form The Gift Aid Envelope The Envelope/Donor Verification Schedule The Rem Slip (Remittance Advice Slip). The Single/Regular Payment Promise form. - PowerPoint PPT Presentation
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Completing the Paperwork
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Page 1: Completing the Paperwork

Completing the Paperwork

Page 2: Completing the Paperwork

The Single/Regular Payment Promise Form

The Miscellaneous Payment Form

The Gift Aid Envelope

The Envelope/Donor Verification Schedule

The Rem Slip (Remittance Advice Slip)

Page 3: Completing the Paperwork

This is a dual-purpose form which is set-out in 5 Areas

The Direct Debit mandate Regular Payment Promise Single Donation Personal Details Tax Reclaim authorisation

Page 4: Completing the Paperwork

Complete 4 Areas

The Direct Debit mandate

Regular Payment Promise

Personal Details

Tax Reclaim authorisationWhat about qualification as a Steward of the Festival?

Page 5: Completing the Paperwork

Name/address of BankName of account holderAccount NumberBranch sort code

Sign and date the form in the Mandate Area

Page 6: Completing the Paperwork

Insert the amount per payment Insert the payment frequency - monthly, yearly, or quarterly, etc Insert the start month/year Insert the number of years for which the payments should continue Insert the name and number of Lodge or Chapter to which your donation should be allocated

Page 7: Completing the Paperwork

Here insert your name, address and telephone details

Sign and date the form in the boxes at the bottom

Page 8: Completing the Paperwork

Finally, don’t forget to tick one of the Gift Aid authorisation boxes at the lower left of the form

Are there any questions concerning completion of this form as a Regular Payment Promise?

Page 9: Completing the Paperwork

The Single Donation amount - including the Lodge/Chapter which is to be associated with the donation

The Donor’s personal details

Gift aid declaration

Page 10: Completing the Paperwork

The Donation amount is entered into either of the Boxes in the Donation Area

A £20 payment for a Festival Jewel should NOT be included in the Total shown on this Form

Page 11: Completing the Paperwork

Enlarged detail of the Donation Area

Upper boxes if payment accompanies the Form

Lower boxes if this form confirms payment has already been made and approximate date of payment

Lodge or Chapter details

The Freemasons’ Grand Charity

Don’t forget – payments to:

Page 12: Completing the Paperwork

For Alms Collections

Two parts to complete

Retain the first part Put the second part inside the envelope with the money

Page 13: Completing the Paperwork

Accompanies a Gift Aid Envelope collection

Two people open envelopes and count/record contents

Complete the Verification Schedule details

Send Envelope slips, cheque and Schedule to The Grand Charity

Page 14: Completing the Paperwork

Enter Sender detailsEnter Grand Lodge No.Enter the Donor’s nameEnter the AmountEnter a Description

Page 15: Completing the Paperwork

Do you have any questions?


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