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

October 24, 2019 15:46

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

November 24, 2015 11:26

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

December 01, 2015 16:13

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

November 23, 2015 16:12

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

August 11, 2015 08:33