fundraising

This introduction is the first of three documents on Orchestra Tax Relief (OTR). It gives you an overview of what it is and how it works, and an overall idea if this is something your group would like to look into.

To help you decide we also have two additional documents –

This introduction is the second of three documents on Orchestra Tax Relief (OTR). It gives you an overview of how to set up and run a production company to claim OTR. 

This toolkit is part of our 'OTR, Part 2' guidance and explains how to set up and run a production company.

If you have not read our guidance (on what OTR is and how to claim), we suggest you read it before using this toolkit:

This toolkit is part of our 'OTR, Part 2' guidance and explains how to set up and run a production company.

If you have not read our guidance (on what OTR is and how to claim) we suggest you read it before using this toolkit:

Find below our series of templates, guidance and services for creating records, accounts and claiming for OTR. 

Keeping records

• OTR 3.1 Guidance: Accruals basis of accounting

This guidance looks at how to keep accrual accounts for your concert production company for the purposes of claiming OTR, and includes examples to help you.

This resource is part of our OTR Part 3 guidance: Keeping records, producing accounts and making a claim.

It includes two downloadable documents:

• OTR 3.2 Template: Accrual accounts (Excel spreadsheet)
• OTR 3.2(a) Guidance: Notes on using the accrual accounts template (PDF)

Please note:

This resource is part of our ‘Increasing your income’ guidance, which looks at ways to find and grow sustainable and diverse income for your group. It will focus on donations, fundraising events and sponsored challenges, not forgetting Gift Aid for all of these options.

This resource is part of our ‘Increasing your income’ guidance, which looks at ways to find and grow sustainable and diverse income for your group. It will focus on how a Friends scheme can boost audience engagement and help put your group on a secure, long term financial footing.

This resource is part of our ‘Increasing your income’ guidance, which looks at ways to find and grow sustainable and diverse income for your group. It will focus on how to build successful corporate sponsorships to help put your group on a secure, long term financial footing.