ISBA BURSARCAST // New Year Outlook and How to Start and Scale Charitable Giving in Your School ft Clarity(5th December 2025)

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 CoveredWhy fundraising matters for financial resilience—even in smaller schoolsGift Aid explained: what’s required, how to claim, and how to communicate itGovernance essentials for bursars: policies, records, and ethical guardrailsHow to talk to parents about tax-efficient giving, without pressureLegacy giving and share donations: realistic strategies for schoolsWhat to do first, and what to avoidResources MentionedISBA Reference Library: Fundraising and Development sectionHMRC Guidance on Gift AidCharity Commission Fundraising Guidance“Remember A Charity” legacy campaign – rememberacharity.org.ukFor more from Angus and Claritywww.clarityglobal.com/independent-schools-investment-managementEmail: [email protected] – we’d love to hear from you. The Bursarcast is produced by RAFIKI STUDIOwww.rafikistudio.com Hosted on Acast. See acast.com/privacy for more information.