• Sign in Join CharityConnect
  • About us
  • Terms of Use
  • Community standards policy
  • Privacy Policy

Powered by

Back

The charity network that helps you shine.

Join 18,864 professionals and find your community in the UK charity sector.

Join CharityConnect

Standing order letter or forms

Finance

Charlie Morris Head of Operations at Reign Ministries Posted 2 years ago

Close popup

Charlie Morris's badges

Helper’s Badge Level One
Level 1 of 5
This badge is awarded to members who have had a comment marked as Helpful
CharityConnect: Standing order letter or forms
Can anyone share with me a template they use for paper based standing order authority letters? I want to be really confident that if someone fills it out and we present it to the bank, it will be accepted. I've seen one example, but with most things being done online, they admitted they hadn't used a paper copy in over 5 years and therefore couldn't be sure most banks today would accept it. And from experience, do you post it to your bank (the payee) or to the bank of the person filling out the form (the payer)?
Appreciate any advice around this, as we haven't dealt with paper-based forms like this in years!
Report
1 Like
Facebook Twitter LinkedIn Email Whatsapp

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

No responses yet. Be the first to reply!

7 responses

Load more responses
Joan Smith

Joan Smith Staff PANEL

Administrator at Jubilee Campaign 2 years ago

Close popup

Joan Smith's badges

Helper’s Badge Level One
Level 1 of 5
This badge is awarded to members who have had a comment marked as Helpful
Helper’s Badge Level Two
Level 2 of 5
This badge is awarded to members who have had 5 comments marked as Helpful
Helper’s Badge Level Three
Level 3 of 5
This badge is awarded to members who have had 10 comments marked as Helpful

Hi Charlie,
We still use them and I have attached a scanned copy for you.  I have to say though its a long time since we got a new one and the last one I sent to the bank didn't go through.  So I'm wondering if this method is a bit outdated now.  

1 Likes
Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

See previous comments
Joan Smith

Joan Smith Staff PANEL

Administrator at Jubilee Campaign 2 years ago

Close popup

Joan Smith's badges

Helper’s Badge Level One
Level 1 of 5
This badge is awarded to members who have had a comment marked as Helpful
Helper’s Badge Level Two
Level 2 of 5
This badge is awarded to members who have had 5 comments marked as Helpful
Helper’s Badge Level Three
Level 3 of 5
This badge is awarded to members who have had 10 comments marked as Helpful

Joan Smith   oops its upside down!  I think that says it all really!

1 Likes
Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

Joan Smith

Joan Smith Staff PANEL

Administrator at Jubilee Campaign 2 years ago

Close popup

Joan Smith's badges

Helper’s Badge Level One
Level 1 of 5
This badge is awarded to members who have had a comment marked as Helpful
Helper’s Badge Level Two
Level 2 of 5
This badge is awarded to members who have had 5 comments marked as Helpful
Helper’s Badge Level Three
Level 3 of 5
This badge is awarded to members who have had 10 comments marked as Helpful

Just realised I didn't answer the other part of your question.  You post the completed forms to the payees bank.  The payee could also do that, or indeed set it up online  but if they return the forms to us for posting then we know who it is that's donating.  Otherwise you just see a recurring donation come in with a surname for reference but might not know who it is or have an address for them so you cannot thank or develop the donor.  

0 Likes
Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

See previous comments
Charlie Morris

Charlie Morris Staff PANEL

Head of Operations at Reign Ministries 2 years ago

Close popup

Charlie Morris's badges

Helper’s Badge Level One
Level 1 of 5
This badge is awarded to members who have had a comment marked as Helpful

Joan Smith   Thanks Joan. This, and the form you shared, is really helpful as we consider ways to simplify receiving donors, and getting immediate responses in the moment, rather than people saying they'll do something when they get home and invariably forgetting.

0 Likes
Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

Joan Smith

Joan Smith Staff PANEL

Administrator at Jubilee Campaign 2 years ago

Close popup

Joan Smith's badges

Helper’s Badge Level One
Level 1 of 5
This badge is awarded to members who have had a comment marked as Helpful
Helper’s Badge Level Two
Level 2 of 5
This badge is awarded to members who have had 5 comments marked as Helpful
Helper’s Badge Level Three
Level 3 of 5
This badge is awarded to members who have had 10 comments marked as Helpful

Charlie Morris   Yes that is an issue. It also depends on your demographic.  We happen to have a very elderly demographic of supporters, many of whom aren't even online - hence still using paper. 

1 Likes
Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

Jonathan Grosskopf

Jonathan Grosskopf Staff PANEL

Freelance Chartered Accountant specialising in helping charities at as above 2 years ago

Close popup

Jonathan Grosskopf's badges

Helper’s Badge Level One
Level 1 of 5
This badge is awarded to members who have had a comment marked as Helpful
Helper’s Badge Level Two
Level 2 of 5
This badge is awarded to members who have had 5 comments marked as Helpful
Helper’s Badge Level Three
Level 3 of 5
This badge is awarded to members who have had 10 comments marked as Helpful

Banks have blank standing order / direct debit forms, so ask your bank for a few of them and get the donor to fill it in and hand it into their bank.

1 Likes
Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

See previous comments
Mervyn Thomas

Mervyn Thomas Staff PANEL

Chair at Kingdom Impact Grants 2 years ago

Close popup

Mervyn Thomas's badges

Helper’s Badge Level One
Level 1 of 5
This badge is awarded to members who have had a comment marked as Helpful
Helper’s Badge Level Two
Level 2 of 5
This badge is awarded to members who have had 5 comments marked as Helpful
Helper’s Badge Level Three
Level 3 of 5
This badge is awarded to members who have had 10 comments marked as Helpful

Charlie, I think that any of the banks these days take instructions on forms but they all accept  the setting up of  standing orders from the account holder online or through an app.  So in short you cannot do it - the donor has to do it.
The only way that you be in the driving seat is by the use of direct debits and GoContactless can set this up for you but there is a charge!

1 Likes
Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

Please enter your comment. Limit: 4000 characters.

Optional. An image can be added at the top of the comment. Images must be in PNG, GIF or JPG format. Unsplash.com is a great source for royalty free and high quality photos.

See previous comments
See new comments

Related posts

Experiencing CAF bank issues

Neil Morley

Admin, Ops, IT & Finance

Experiencing difficulty locating our Gift Aid number (Anonymous post 🤫)

Ocean King

Admin, Ops, IT & Finance

Errors in CAF bank balances

Dave Percival

Admin, Ops, IT & Finance

Advice needed: pricing my speculatively developed system for a charity

Simon Brown

Admin, Ops, IT & Finance

CAF bank fail, the day saved by Stewardship!

Peter Davies

Admin, Ops, IT & Finance

  • About us
  • Privacy
  • Community standards policy
  • Terms
  • Advertise with us

Powered by

© 2025 JobLadder

Report an issue

Help us keep CharityConnect safe and friendly by reporting spam or abusive behaviour.

What's the issue with this content?

How is this content abusive or harmful?

Report an abusive behaviour

Likes

Show More

Likes

Show More

Sign in

Like this? You'll love what we've got inside. Sign in to like this post and see more

Forgot password

Don't have an account? Join CharityConnect today.

Post

Post has been deleted successfully

Likes

Show More