Confirming Gift Aid Declarations

If a constituent makes a verbal Gift Aid declaration (GAD) - e.g. when making a donation by phone - you need to provide them with a written confirmation of their declaration.

This is how you do that:

  • In Donorfy go to Actions | Gift Aid and select the Unconfirmed Declarations tab
  • You can review the constituents who need a confirmation sent - if you need to remove people from the list see Changing Confirmation Status below 
  • Once you are happy with the list press 'Prepare Gift Aid Declaration Confirmation Details' button
  • Donorfy will then
    • Prepare a CSV file you can download and mail merge into your confirmation letters
    • Update the gift aid declarations as confirmed
    • Add an item to the constituent's timeline showing that the confirmation was sent

Changing Confirmation Status

  • If you have already provided a written confirmation to someone on the list of unconfirmed declarations you should
    • Open their constituent record and find the gift aid declaration on their timeline
    • Enter the date you provided the confirmation in the confirmed on date
  • If a constituent does not need a written confirmation - e.g. the wrong declaration method was used - you should
    • Open their constituent record and find the gift aid declaration on their timeline
    • Set the confirmation required switch to no

Resending a Confirmation

If you need to resend a confirmation 

  • Open the record of the constituent
  • Find the gift aid declaration on their timeline and clear the 'confirmed on' date

The constituent will then appear on the list of unconfirmed declarations

Have more questions? Submit a request

Comments

Powered by Zendesk