Donorfy allows you to record a Gift Aid Declaration on a constituent's Timeline and for a document to be attached.
To add a new Gift Aid Declaration to a constituent's Timeline follow the steps below:
Add a Gift Aid Declaration from the main Add button
From within the constituent's profile that you want to add the Declaration to...
Click on the orange Add button from the black ribbon bar in Donorfy
From the Timeline section, select Gift Aid Declaration
Check the constituent is the correct one, if not click on Change Constituent and find the correct Cosntituenty profile.
Complete the Declaration details as follows:
- Check / Enter in details for the Tax Payer Title, First Name and Last Name - these are required fields for the HMRC
- Select a Campaign - optional
- Select the Declaration Date - date as signed
- Select the Declaration Method from the dropdown list
- Set the Declaration Start Date
- Set the Declaration End Date - system added well, well into the future. This can be altered if required.
- If the declaration requires confirming please, see Confirming Gift Aid Declarations
- Click on Save Changes
This will save the Gift Aid Declaration to the Timeline
To add a document - see adding a document section below
Add a Gift Aid Declaration from within a constituent's Timeline
Click on the orange Add button from within the constituent's Timeline
Select the Gift Aid Declaration option
Complete the Gift Aid Declaration details as per the above section (Add a Gift Aid Declaration from the main Add button - Complete the Declaration details as follows:). Once saved you can add a document as per the below section (Add a Document to the Gift Aid Declaration Timeline entry).
Add a Document to the Gift Aid Declaration Timeline entry
Filter the constituent's Timeline by clicking on the filter option for Gift Aid Declaration on the left of the Timeline or scroll down the Timeline until you locate the entry.
Click on the Gift Aid Declaration link
|Timeline Entry||Gift Aid Declaration Filtered|
Click on the grey upload box and locate the document (Gift Aid Declaration) that you would like to add
Or drag and drop your document into the grey area.
Your document will then be uploaded
Click on Save Changes