Documentation
Documentation

Setting up Gift Aid

To take advantage of HMRC's Gift Aid, the default settings related to Gift Aid must be configured, and you must configure the default settings to include your organisation's tax registry details. The default settings include surfacing the out-of-the-box Gift Aid content and creating default confirmation text.

Configuring the Gift Aid default settings

You can define the wording of the default confirmation text for every Gift Aid donation page. This setting enables your organisation to use consistent language for each of your Gift Aid-eligible donation pages.

  1. Go to Settings > Fundraising > Gift Aid (UK).
  2. Enter the preferred confirmation text in the Default Gift Aid checkbox confirmation text field. This text can be written using standard HTML for line breaks and minor styling.
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    Note

    When defining a Gift Aid donation page, there is a configuration option located on the Gift Aid content item that allows for the default confirmation text to be replaced. If the option in the content item is enabled, the default text defined here will be replaced by the text defined in the individual donation page. For more information, see Gift Aid text on a donation page.

  1. Complete your organisation's HMRC tax information:

    • HMRC gateway URL

    • Sender ID

    • Sender Password

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      Warning

      Once you set your Official Contact information, any changes you make might affect your HMRC claims. This could result in denied claims.

    • Official Contact Title - This field is optional, and allows only 4 characters. Punctuation is not needed.

    • Official Contact Forename - Your official contact's first name as registered with HMRC.

    • Official Contact Surname - Your official contact's last name, as registered with HMRC.

    • Official Contact Post Code - Your official contact's post code, as registered with HMRC.

    • Official Contact Phone - Your official contact's phone number, as registered with HMRC. Use only numbers and spaces.

    • Organisation Name

    • Charity Registration Number - You must register your organisation as a charity. For more information, see Get recognition from HMRC for your charity.

    • Charity Regulator - The governing body with which a charity must be registered in order to be recognised as a charity for tax purposes.

    • HMRC Charity Reference - The reference number a charity receives when registering for Gift Aid.

    • Use UK Tax Year as Gift Aid Claim Accounting Year - The UK tax year is April 6 through April 5 of the following year. If this setting is not selected, the accounting year is assumed to start on the first day of the month defined in iMIS as the First Month of Fiscal Year (go to Settings > Finance > Financial entity). The value of this setting is used to determine how far back an enduring Gift Aid declaration can be used. HMRC states that Gift Aid declarations with Past=true can be used for gifts that are up to four “tax years” old. The start of that date depends on the organisation’s definition of a tax year. Most organisations will use the UK tax year, but some will use their own. This depends on the type of organisation it is.

  2. Enable Show Gift Aid to surface the Gift Aid content on the Staff site. When enabled, a Gift Aid panel is available on the profile page of the donor and includes the following information:

    • Declarations: The Declarations tab enables you to view a variety of information about a Gift Aid declaration (if a declaration exists). For more information, see Gift Aid declarations.

    • Gifts: Review the claim history for Gift Aid-eligible gifts made by a donor:

      • The Unclaimed panel lists those Gift Aid-eligible gifts for which a claim has not yet been made to the HMRC.
      • The Claimed panel lists those Gift Aid-eligible gifts for which a claim has been made to the HMRC.

      The Gifts tab displays the tax year in which the gift was originally made, the amount of the original gift, and the subsequent amount that can be claimed from HMRC for Gift Aid.

  3. Click Save.

Displaying the Gift Aid navigation items

The Gift Aid navigation item on the Staff site enables Staff users to administer Gift Aid claims. Do the following to display the Gift Aid navigation items:

  1. From the Staff site, go to RiSE > Site Builder > Manage sitemaps.
  2. From the drop-down menu above the sitemap tree, select Staff.
  3. Expand Fundraising, then select Gift Aid.
  4. Click the Options tab.
  5. Deselect the option This navigation item is hidden.
  6. Click Save.
  7. Publish the sitemap.

Updated 4 months ago

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