Gift Aid - Constituents
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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...
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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...
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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...
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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...
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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...