• 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