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 Member
Mark your Members if they are registered for Gift Aid. If Member is under-18, enter parent or guardian details into theOther/Alt Contact 1 tab (Note this has been renamed to "Parent/Guardian Contacts" in the screenshot below).
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).
Other 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.