Gift Aid and Constituents
Explore the Gift Aid feature under Constituents Timeline.
Add a Gift Aid DeclarationAdd a Gift Declaration and attach a document to a Constituent.
Add Gift Aid Declarations That Require ConfirmationLearn how to record Gift Aid Declarations that still need confirmation from the constituent.
Prevent a Transaction from Appearing in a Gift Aid ClaimLearn how to exclude a transaction from Gift Aid so it is not included in your Gift Aid claim or eligible donation totals.
Confirm Gift Aid DeclarationsLearn how to prepare confirmations for Gift Aid Declarations.
Cancel a Gift Aid DeclarationLearn how to cancel a supporter’s Gift Aid Declaration (GAD).
Gift Aid RefusedLearn how to record that a constituent has declined to make a Gift Aid Declaration.
Can I reassign a Gift Aid Declaration?Learn what to do if a Gift Aid Declaration (GAD) has been assigned to the wrong constituent and needs to be corrected.
Claiming Gift Aid when you only have a BFPO Address for a constituentLearn how to claim Gift Aid when a constituent has a BFPO address and how to ensure their address details meet HMRC requirements.