Gift Aid Declaration Methods

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Gift Aids can be collected from varying sources, websites, postal forms, email, and other donation platforms such as JustGiving, Enthuse, Go Donate, etc. 

Methods are used when adding a new Gift Aid Declaration to a Constituent Timeline in order to record where the Declaration came from. A method will also determine if a confirmation is required, for example in the instance of a Verbal Gift Aid. 

 

To add a Gift Aid Declaration Method

  • Open Settings > Configuration > Gift Aid Declaration Methods

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  • Click on the + icon to the right of the screen
  • Enter the description for the Gift Aid Declaration being added
  • Ensure it is set to Active
  • If the Declaration requires a Confirmation set to Yes - e.g in the instance of a Verbal Declaration
  • Click on Save Changes

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Once saved, the Declaration method will be available to use when adding a New Gift Aid Declaration to a Constituent's Timeline. See here for more details: Adding a Gift Aid Declaration

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