If a constituent makes a verbal Gift Aid declaration (GAD) - e.g. when making a donation by phone - you need to provide them with a written confirmation of their declaration.

This is how you do that:

• In Donorfy go to Financial | Gift Aid and select the Unconfirmed Declarations tab
• You can review the constituents who need a confirmation sent - if you need to remove people from the list see Changing Confirmation Status below 
• Once you are happy with the list press 'Prepare Gift Aid Declaration Confirmation Details' button
• Donorfy will then
• Prepare a CSV file you can download and mail merge into your confirmation letters
• Update the gift aid declarations as confirmed
• Add an item to the constituent's timeline showing that the confirmation was sent

Changing Confirmation Status

• If you have already provided a written confirmation to someone on the list of unconfirmed declarations you should

• Open their constituent record and find the gift aid declaration on their timeline
• Enter the date you provided the confirmation in the confirmed on date

• If a constituent does not need a written confirmation - e.g. the wrong declaration method was used - you should

• Open their constituent record and find the gift aid declaration on their timeline
• Set the confirmation required switch to no

Resending a Confirmation

If you need to resend a confirmation 

• Open the record of the constituent
• Find the gift aid declaration on their timeline and clear the 'confirmed on' date

The constituent will then appear on the list of unconfirmed declarations