[Solved] How do I Manage Gift Aid?

How do I Manage Gift Aid?

You can mark each Member that is registered for Gift Aid and use the Gift Aid Report to produce a HMRC Gift Aid Donation Schedule (UK customers only).

Edit Members

Mark your members if they are registered for Gift Aid by editing the Other Member Details box (see below).

If the member is under-18, enter parent or guardian details into the Other/Alt Contact 1 tab (Note this has been renamed to "Parent/Guardian Contacts" in the screenshot below).

Identifying Gift Aid Members

You can quickly identify members that are registered for Gift Aid from the Members page - select the Member List, then the Member Gift Aid View in the report table. Note that you can edit the member details in this report view.

Identifying Gift Aid Transactions

You can also indicate which Cost Codes are eligible for Gift Aid and manage which Receipt Transaction lines appear in the report.

Navigate to Setup > Cost Codes → open each eligible Cost Code record and tick the Gift Aid checkbox, then Save your changes. (Note you can also check a Parent Code to include all Cost Codes within its branch. Individual Cost Codes can then be selected/unselected as required).

In the Gift Aid Report, if you select "Only include Cost Codes marked as eligible for Gift Aid", individual Receipt lines will only appear on the report if they are:

• ✅ within the selected Date Range.
• ✅ associated with a Member who is marked as having made a Gift Aid declaration.
• ✅ charged to a Cost Code which is marked as eligible for Gift Aid.

Gift Aid Report

The Gift Aid Report (Membership > Membership Reports) allows you to select a date range and complete the HMRC Gift Aid Donation Schedule (UK customers only). Full instructions are included.

The Gift-Aid report will now pull the Other/Alt Contact 1 details (name; address) if the Member is under-18 (based on their DOB and Date From date).

Recording Supplementary Gift Aid Details

If you need to record additional Gift Aid details for your members (eg. request status) we recommend using the Extended Member Details > Custom Details tab to create custom fields to record other Gift Aid details. You can also report these in the Member Report.

Note that you will still need to set the Gift Aid flag in the main Member tab.