How to reset Excluded From Gift Aid on a Donation


If there are Transactions that have been added to your Donorfy as Excluded From Gift Aid so that they are permanently excluded from a Gift Aid Claim, and they can now be included for Gift Aid, the status can be reset as below:


You will need to download the Donations Update template from the Knowledge Base article: Updating Transactions using the File Uploader


Next, remove all but the following columns:

  • TransactionNumber
  • Exclude from Gift Aid Claim
  • Gift Aid Amount Claimed
  • Potentially Gift Aid-able



Then add the following:

  • insert the transaction numbers under the TransactionNumber column
  • Leave the columns 'Exclude from Gift Aid Claim' and 'Gift Aid Amount Claimed' empty
  • Under the Potentially Gift Aid-able column insert: Yes




When the file is uploaded, it will locate the Transaction, clear the block excluding it from Gift Aid claims, clears any Gift Aid amount already inserted, and set the Potentially Gift Aidable option to Yes. 




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The automated Gift Aid Claims process is available with Starter, Professional and Enterprise plans. Essential subscribers, please contact us to find out more about upgrading.


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