• Adding a Gift Aid Declaration

    Donorfy allows you to record a Gift Aid Declaration on a constituent's Timeline and for a document to be attached.  To add a new Gift Aid Declaration to a constituent's Timeline follow the steps below:   Add a Gift Aid Declaration from the main Ad...

    Graham Bell
  • Adding Gift Aid Declarations that require confirmation

    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 If you need to set up a new d...

    Ben Brett
  • Preventing a transaction from appearing in a Gift Aid claim

    To stop a transaction from appearing in a gift aid claim Find the transaction on the constituents timeline and open it Open the details of the allocation - by pressing the down arrow highlighted in green below, then change potentially gift aid-ab...

    Ben Brett
  • Confirming Gift Aid Declarations

    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 sele...

    Ben Brett
  • Gift Aid Refused

    If a constituent tells you they are unwilling or unable to make a Gift Aid declaration you should find their record, on their Profile tab at the bottom of the Name section there is a switch 'Gift Aid Refused' - set this to Yes. This is to enable y...

    Ben Brett
  • Claiming Gift Aid when you only have a BFPO Address for a constituent

    When adding BFPO addresses, HMRC require you to use the full 'traditional' postcode format to ensure gift aid can be claimed on donations received from the constituent.  Enter the BFPO address in the address field, putting the BFPO number in the ...

    Andy Hopkins