Gift Aid and Constituents
Explore the Gift Aid feature under Constituents Timeline.
By Cristina1 author8 articles
- 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.
- Reassign a Gift Aid DeclarationLearn 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.