Adding Gift Aid Declarations that require confirmation

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If a constituent makes a gift aid declaration that you need to confirm - e.g. when making a donation by phone - when you add the gift aid declaration make sure you set Confirmation Required to Yes - see example below

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If you need to set up a new declaration method then go into Settings, find Gift Aid Declaration methods and add the new method

Donorfy will then include the declaration in the list of Unconfirmed Declarations - see this article for more information

 

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