The main features of the standard Gift Aid module include:

• Donor details recorded
• Record of donations received with audit reports
• Print donation receipts
• Online gift aid claims using either direct submission to HMRC or the online form method
• Top-up payments can be claimed under the Gift Aid Small Donation Scheme
• Report showing donations and their total value not yet claimed
• Report showing donations not qualifying for a repayment claim and the reason, e.g. Gift Aid declaration not received
• Print donor letters and statements on plain paper or letterheads
• Produce a written record for oral declarations
• Store details of regular donations and update them periodically to save re-entering all the details
• Donations can be analysed to funds/projects so that the tax is apportioned accordingly
• Donation details can be exported to Microsoft Excel® for further analysis*
• Import donor and donation data from an Excel, csv or text file
• Mail merge with Microsoft Word® to produce member/donor letters/envelopes/labels**
• Design your own reports***
• Single-user or multi-user
• User level security
• Can be installed on a stand-alone PC or a network
• Unlimited number of donors and donations can be entered
• Full on-screen help files

Additional features in the optional Membership module include:

• Separate member name and address fields so that the member and donor can be different. For example, the member could be a family and the donor could be either the husband or wife.
• Generation of member subscriptions due, which are updated to donation records for gift aid reclaim, where appropriate.
• Import subscriptions received and auto match them to members and subscriptions due.
• User definable fields allow you to customize the system to match your organisations requirements.
• Record of volunteer information.
• Members record of attendance.
• Subscription details can be exported to Microsoft Excel® for further analysis*

Microsoft Office Requirements

* Microsoft Excel 2016 required to use this feature

** Microsoft Word 2016 required to use this feature

*** Microsoft Access 2016 required to use this feature.