Gift Aid - Getting Started

To get started claiming Gift Aid with Donorfy you need to register with HMRC to use 'Charities Online' - see this page for more information.

Once you have registered HMRC will provide you with a sender id and password in Donorfy go to Financial | Gift Aid - click on the Settings tab and complete the fields there - Important If your government gateway password is longer than 12 characters only enter the first 12 into Donorfy.

To check you have entered a valid Sender id and Password click Test Sign On

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If you do not wish to claim Gift Aid at this time set the Submit Gift Aid Claims to HMRC to No.  This will stop the automatic claims that happen monthly and also any manual claims.  Once you are happy to proceed with your claims set this button to Yes 

 

Donorfy will automatically start building up your claim

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