{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/68b04f352dd519b5b4708280/69610662ac62c39dbe66df1d?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"ISBA BURSARCAST // New Year Outlook and How to Start and Scale Charitable Giving in Your School ft Clarity(5th December 2025)","description":"<p>In this episode, we are joined by two guests:&nbsp;<strong>Sue Roxby</strong>, ISBA Head of Advice &amp; Guidance, to provide an overview of the sector and how the ISBA will support its members. Then, <strong>Angus Jones</strong>, CEO of Clarity, shares practical steps any independent school can take to start or strengthen a charitable giving programme. From setting up Gift Aid correctly to introducing legacy giving, we cover the must-haves, common pitfalls, and strategies that boost both income and impact.</p><p><br></p><p><br></p><h4>Topics Covered</h4><ul><li>Why fundraising matters for financial resilience—even in smaller schools</li><li>Gift Aid explained: what’s required, how to claim, and how to communicate it</li><li>Governance essentials for bursars: policies, records, and ethical guardrails</li><li>How to talk to parents about tax-efficient giving, without pressure</li><li>Legacy giving and share donations: realistic strategies for schools</li><li>What to do first, and what to avoid</li></ul><p><br></p><p><br></p><h4>Resources Mentioned</h4><ul><li>ISBA Reference Library: Fundraising and Development section</li><li>HMRC Guidance on Gift Aid</li><li>Charity Commission Fundraising Guidance</li><li>“Remember A Charity” legacy campaign – <a href=\"https://www.rememberacharity.org.uk\" rel=\"noopener noreferrer\" target=\"_blank\">rememberacharity.org.uk</a></li></ul><p>For more from Angus and <a href=\"https://www.clarityglobal.com/homepage\" rel=\"noopener noreferrer\" target=\"_blank\">Clarity</a></p><p><a href=\"https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Furl.uk.m.mimecastprotect.com%2Fs%2FZHkgCY0Wlflp0FGhQHxSPpr%3Fdomain%3Dclarityglobal.com&amp;data=05%7C02%7Cpodcast%40theisba.org.uk%7C8fc3f8dc95784212ef3208de51f96a25%7Cda359a43f35c419f9dbc10cf5e517392%7C0%7C0%7C639038329303683798%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&amp;sdata=HGjofb5SExENx9UPlEDmHyZCm8hGuRSYanPAMmtmxR8%3D&amp;reserved=0\" rel=\"noopener noreferrer\" target=\"_blank\">www.clarityglobal.com/independent-schools-investment-management</a></p>","author_name":"ISBA"}