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Add Gift Aid Declarations That Require Confirmation

Learn how to record Gift Aid Declarations that still need confirmation from the constituent.

Cristina Gruita avatar
Written by Cristina Gruita
Updated this week
  1. Open the constituent’s Timeline.

  2. Click Add Gift Aid Declaration.

  3. Enter the declaration details.

  4. Set Confirmation Required to Yes.

  5. Save the declaration.

If you need to set up a new Declaration method follow the guidance in this article: Gift Aid Declaration Methods.

Donorfy will then include the Declaration in the list of Unconfirmed Declarations - see this article for more information.

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