Gift Aid amounts are added to each Transaction once a claim has been submitted through Donorfy’s HMRC integration or when Gift Aid has been included via a file upload. These Gift Aid values appear in the Transaction header and can be viewed on the constituent’s Timeline.
📌Note:
Gift Aid reporting reflects data already processed in Donorfy. Ensure your Gift Aid claims are submitted correctly before running reports.
Report by Gift Aid Claim
You can download each Gift Aid claim submitted to HMRC from the Previous Claims tab in the Gift Aid area.
What the Claim Report Includes
Constituent details.
Payment Date.
Product.
Payment Method.
Department.
Fund.
Net Donation Amount.
Amount to be Reclaimed.
Tax Rate Percent.
Error Details.
Reclaim Status.
This method is best used for reviewing the exact donations included within a specific submission.
Report Using Lists
Gift Aid can be reported from a Transaction Payment List using the Gift Aid Amount Claimed field.
Create a Gift Aid Reporting List
Create a new Transaction Payment List.
Filter by Gift Aid Amount Claimed => 0.01 to return only donations where Gift Aid has been claimed.
Add additional filters if needed, such as Payment Method, to distinguish between Donorfy-claimed Gift Aid and Gift Aid claimed elsewhere (e.g., JustGiving, CAF, or other third-party platforms).
Add the Gift Aid Amount Claimed field to your output.
Save, preview, and download the List for analysis.
📌 Note: Lists provide overall Gift Aid reporting but cannot show which Gift Aid claim a donation belongs to. For that information, use the Previous Claims area.
Report Using Dashboards
Dashboards provide a quick, real-time summary of Gift Aid that is Ready to Claim.
Use this view to monitor outstanding reclaim opportunities and track trends in Gift Aid activity.