<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><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><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 Clarity </p><p><a href="https://www.clarityglobal.com/homepage " rel="noopener noreferrer" target="_blank">https://www.clarityglobal.com/homepage </a></p><p>Email: <strong>[email protected]</strong> – we’d love to hear from you. </p><br><p>The Bursarcast is produced by RAFIKI STUDIO</p><p>www.rafikistudio.com</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>