When you upload a donations file, you can include additional information that allows Gift Aid Declarations to be created at the same time. This helps ensure eligibility is captured correctly without manual data entry.
Download the Template
Go to Data Management, then click File Upload.
Click the link to download the Donorfy Data Preparation Template.
Open the template in Excel and go to the Donations worksheet.
Add Gift Aid Declaration Information
The Donations worksheet contains optional columns that allow you to create a Gift Aid Declaration for each donation. Enter the required details in the columns listed below.
Gift Aid Declaration Columns
Column Name | Description |
Create Gift Aid Declaration | Enter Yes to create a Gift Aid Declaration for the donor. |
Declaration Date | Enter the date of the declaration. If left blank, the donation paid date is used. |
Declaration Start Date | Enter the declaration start date. If blank, the start date is set to 4 years before the declaration date. |
Declaration End Date | Enter the declaration end date. If blank, the end date is set to 99 years after the declaration date. |
Declaration Method | Enter a valid declaration method as configured in your settings. |
Confirmation Required? | Enter Yes if confirmation is required before the declaration can be used for claims. |
Tax Payer Title, Tax Payer First Name, Tax Payer Last Name | Enter the donor’s name. If left blank, the constituent’s existing title and name are used. |
Attached Document | Enter a link to a document, such as a scanned Gift Aid form, to attach it to the declaration. |
Upload Your Donations File
Complete the Donations worksheet following the standard steps in Importing Donations (Transactions).
Add Gift Aid Declaration information in the relevant columns for each qualifying donation.
Save your file, then upload it using the File Upload process in Donorfy.
Complete the template as per Import Donations (Transactions) and enter the details as per the guidance above for those that require Gift Aid Declarations to be created.