Gift Aid Claim Manager

The Gift Aid Claim Manager content item enables staff users to process all donations marked for Gift Aid as a claim to send to HMRC.

Gift Aid Claim Manager configuration options

  • Name - Enter a name for the content item. This text appears during design mode (configuration).
  • Title - Enter the text to display above this content item on the rendered page. If blank, no title is displayed.
  • Do not render in design mode - Select this option to prevent content record data from being loaded in the content editor. This improves performance during design time (configuration).
  • Display a border around this content - Select this option to display a border around this content item on the rendered page.
  • IQA query to use for generating claims (required) - This query provides the data that is used to generate the Gift Aid claim, and must contain the Sales History business object property SalesHistoryKey. There is an example query (Generate Gift Aid Claim) available at $/Fundraising/DefaultSystem/Queries/GiftAid.

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