51Ƶ

Donation Invoice for the United Kingdom

Donation Invoice Template for England and Wales

A Donation Invoice Template is a standardized document used in England and Wales for recording and acknowledging charitable donations. It serves as an official record of contributions made to registered charities, incorporating necessary elements for tax purposes, Gift Aid claims, and regulatory compliance. The template includes donor information, donation details, and relevant tax implications while adhering to UK charity law and HMRC requirements.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Donation Invoice

Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.

What is a Donation Invoice?

The Donation Invoice Template is essential for charitable organizations operating in England and Wales to properly document and acknowledge donations received. This document type helps organizations maintain accurate records for tax purposes, supports Gift Aid claims where applicable, and ensures compliance with HMRC requirements and charity regulations. The template should be used whenever a donation is received and needs to be formally acknowledged, whether it's a one-time gift or part of regular giving. It includes crucial information such as donor details, donation amount, Gift Aid status, and any specific restrictions on the use of funds.

What sections should be included in a Donation Invoice?

1. Invoice Header: Organization details, invoice number, date, and charitable status

2. Donor Information: Complete contact details of the donor including name, address, contact information

3. Donation Details: Amount, type of donation, date received, and purpose if specified

4. Payment Information: Payment method, transaction reference, and date received

5. Tax Information: Charity registration number, tax reference numbers, and relevant tax declarations

What sections are optional to include in a Donation Invoice?

1. Gift Aid Declaration: Section to be included when donor is a UK taxpayer and eligible for Gift Aid, including necessary declarations and confirmations

2. Restricted Fund Details: Section for specifying when donation is for a specific purpose or project, including any restrictions on use

3. In-Kind Donation Details: Section for non-monetary donations, including description, fair market value assessment, and any specific conditions

4. Corporate Donor Information: Additional section for corporate donors including company registration details and authorized signatory information

What schedules should be included in a Donation Invoice?

1. Gift Aid Terms and Conditions: Detailed explanation of Gift Aid scheme, eligibility requirements, and donor obligations

2. Privacy Notice: Details of how donor information will be processed, stored, and used in compliance with UK GDPR

3. Tax Benefits Summary: Overview of tax implications and benefits for donor, including relevant HMRC guidelines

4. Donation Usage Guidelines: For restricted donations, detailed information about how funds will be used and reporting commitments

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

England and Wales

Publisher

Genie AI

Document Type

Invoice Form

Sector

Sales

Cost

Free to use
Relevant legal definitions















Clauses















Industries

Value Added Tax Act 1994: Primary legislation governing VAT implications for donations and charitable giving in the UK, including exemptions and special rules for charities

Income Tax Act 2007: Legislation covering tax deduction aspects of charitable donations, including Gift Aid provisions and tax relief mechanisms

Charities Act 2011: Principal legislation governing charities in England and Wales, defining charitable purposes and regulating charitable organizations

Charities (Protection and Social Investment) Act 2016: Supplementary legislation strengthening charity regulation and providing additional powers to the Charity Commission

Money Laundering Regulations 2017: Regulations requiring due diligence and verification procedures for financial transactions, including substantial donations

Proceeds of Crime Act 2002: Legislation concerning the handling of funds that may be proceeds of criminal activity, relevant for donation verification

UK General Data Protection Regulation: Post-Brexit data protection framework governing the processing of personal information of donors and related parties

Data Protection Act 2018: UK's implementation of data protection standards, including specific provisions for handling personal data in charitable contexts

Consumer Rights Act 2015: Legislation protecting individual donors' rights when making donations, particularly relevant for regular giving arrangements

Consumer Protection from Unfair Trading Regulations 2008: Regulations ensuring fair practices in soliciting and processing donations from individuals

Law of Property (Miscellaneous Provisions) Act 1989: Legislation governing formalities for certain types of property transfers and donations

HMRC Gift Aid Guidelines: Official guidance on Gift Aid declarations, record-keeping requirements, and tax-efficient giving mechanisms

Charity Commission Guidance: Regulatory guidance on best practices for charitable organizations in handling and processing donations

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Printable Mechanic Invoice

A legally compliant mechanic's invoice template for use in England and Wales, designed to document automotive repairs and services.

find out more

Patient Receipt

A legally compliant template for recording patient payments and healthcare services provided, governed by English and Welsh law.

find out more

HVAC Service Order Invoice

An English and Welsh law-compliant invoice template for HVAC services, including essential service details and billing information.

find out more

Invoice Statement

A legally compliant invoice template for use in England and Wales, structured to meet UK billing and VAT requirements.

find out more

Home Improvement Invoice

A legally compliant invoice template for home improvement works in England and Wales, structured to meet UK regulatory requirements.

find out more

Car Dealership Invoice

A standardized invoice template for vehicle sales transactions in England and Wales, compliant with UK automotive retail regulations.

find out more

Invoice With Signature

A legally compliant invoice template with signature requirement for use under English and Welsh law.

find out more

Computer Generated Invoice

A legally compliant computer-generated invoice template for use in England and Wales, meeting all UK billing and VAT requirements.

find out more

Check Receipt

A legally compliant template for acknowledging check payments under English and Welsh law.

find out more

Export Commercial Invoice

A legally compliant document under English and Welsh law that details international sales transactions for customs and tax purposes.

find out more

Auto Repair Invoice

A legally compliant template for billing automotive repair services in England and Wales.

find out more

Small Engine Repair Invoice

A legally compliant invoice template for small engine repairs under English and Welsh law, providing detailed service and cost breakdown.

find out more

Simple Rent Receipt

A legal document under English and Welsh law that provides proof of rent payment from tenant to landlord.

find out more

Sales Tax Invoice

A standardized sales invoice template compliant with England and Wales VAT legislation, incorporating all HMRC-required elements for tax reporting and payment collection.

find out more

Professional Services Invoice

A legally compliant template for billing professional services in England and Wales, meeting all UK regulatory requirements.

find out more

One Off Invoice

A legally compliant template for single-instance billing under English and Welsh law.

find out more

Independent Consultant Invoice

A legally compliant template for independent consultants to bill their services under English and Welsh law.

find out more

Gardening Services Invoice

A legally-compliant invoice template for gardening services under English and Welsh law, designed for professional billing of gardening and landscaping work.

find out more

Billing Statement

A legally compliant template for issuing bills and invoices under English and Welsh law.

find out more

Labor Receipt

A standardized template for documenting wage payments and deductions under English and Welsh employment law.

find out more

End Of Tenancy Cleaning Invoice

A standardized billing document for end of tenancy cleaning services, compliant with England and Wales legislation.

find out more

Car Proforma Invoice

A standardized template for preliminary vehicle sales documentation under English and Welsh law, detailing vehicle specifications and sale terms.

find out more

Gas Invoice

A legally compliant gas supply invoice template for use in England and Wales, incorporating all required billing elements and regulatory requirements.

find out more

Per Diem Invoice

A standardized template for claiming daily allowances under English and Welsh law, compliant with HMRC guidelines and business documentation requirements.

find out more

Grant Invoice

A standardized template for claiming grant payments under English and Welsh law, ensuring compliance with UK financial regulations and grant terms.

find out more

Water Invoice

A standardized template for water service billing in England and Wales, compliant with UK water industry regulations.

find out more

Car Recovery Invoice

A legally compliant template for vehicle recovery invoicing under England and Wales law.

find out more

Open Source Invoice

A legally compliant, open-source invoice template for use under English and Welsh law.

find out more

Travel Expenses Invoice

A template for claiming travel expenses, compliant with English and Welsh law and HMRC requirements.

find out more

Roadside Assistance Invoice

A legally compliant invoice template for roadside assistance services under English and Welsh law.

find out more

Line Item Invoice

A legally compliant invoice template under English and Welsh law for itemized billing of goods or services.

find out more

Classic Invoice

A standardized billing document compliant with English and Welsh law, used to request payment for goods or services.

find out more

Parts And Labor Invoice

A legally compliant template for billing parts and labor charges under English and Welsh law.

find out more

Cab Receipt

A legally compliant taxi receipt template for services in England and Wales, documenting journey details and payment information.

find out more

Masonry Invoice

A standardized billing template for masonry works in England and Wales, compliant with UK construction industry regulations and tax requirements.

find out more

Credit Card Invoice

A regulated credit card statement template under English and Welsh law for documenting monthly card activity and charges.

find out more

Chiropractic Invoice

A legally compliant invoice template for chiropractic services in England and Wales, meeting UK healthcare and financial regulations.

find out more

Home Repair Invoice

A legally compliant template for billing home repair services in England and Wales, incorporating essential business and customer information, work details, and payment terms.

find out more

Time And Material Invoice

A legally compliant template for billing time and materials under English and Welsh law, including detailed cost breakdowns and VAT requirements.

find out more

Tradesman Invoice

A legally-compliant invoice template for tradespeople in England and Wales, designed to facilitate proper billing and payment collection.

find out more
See more related templates

ұԾ’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ұԾ’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it