2. Configure Gift Aid for a charity
When creating or editing a charity in the system, locate the Gift Aid toggle (immediately under the pricing box).
• Enable Gift Aid for the specific charity.
• Ensure that each donation variant under the charity has Gift Aid enabled individually.
3. Configure Gift Aid for an event
If a charity is linked to a specific event, enable Gift Aid at event level. This will ensure that Gift Aid is applied only to donations made within that event.
Remember: once Gift Aid is enabled at the company level, the system will request address details for all donations.
4. Customise the Gift Aid Declaration Text
Website > Text Manager > Category > GiftAid Declaration
If you want to modify the declaration text displayed to the customer you'll need to do it from the Text Manager Module.
5. Reports
• The Gift Aid Amount column is available in reports.
• The system helps charities track donations that qualify for Gift Aid.
Important: the charity is responsible for reclaiming the 25% Gift Aid amount from the UK government; we only facilitates data collection.
6. Customer Checkout Experience
1. Customers add a donation to their basket.
2. Upon proceeding to checkout, they will see the Gift Aid Declaration Page
3. The system prompts them to provide necessary address details (mandatory for Gift Aid eligibility).
4. They must tick a box to confirm their Gift Aid declaration.
5. The donation is processed, and the relevant details are stored for the charity to reclaim the Gift Aid amount from HMRC.