ISBA BURSARCAST // New Year Outlook and How to Start and Scale Charitable Giving in Your School ft Clarity(5th December 2025)
A New Year's kick off with Sue Roxby looking at the sector, along with an insight to Charitable giving at your school.
ISBA BURSARCAST · ISBA
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Show Notes
In this episode, we are joined by two guests: Sue Roxby, ISBA Head of Advice & Guidance, to provide an overview of the sector and how the ISBA will support its members. Then, Angus Jones, 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.
Topics Covered
- Why fundraising matters for financial resilience—even in smaller schools
- Gift Aid explained: what’s required, how to claim, and how to communicate it
- Governance essentials for bursars: policies, records, and ethical guardrails
- How to talk to parents about tax-efficient giving, without pressure
- Legacy giving and share donations: realistic strategies for schools
- What to do first, and what to avoid
Resources Mentioned
- ISBA Reference Library: Fundraising and Development section
- HMRC Guidance on Gift Aid
- Charity Commission Fundraising Guidance
- “Remember A Charity” legacy campaign – rememberacharity.org.uk
For more from Angus and Clarity
www.clarityglobal.com/independent-schools-investment-management
Email: [email protected] – we’d love to hear from you.
The Bursarcast is produced by RAFIKI STUDIO
www.rafikistudio.com
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