Donorfy allows you to record a Gift Aid Declaration on a constituent's Timeline and for a document to be attached.
Add a Gift Aid Declaration from the main Add button
Navigate to the Constituent's profile, click on the orange Add button at the top of 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 Constituent 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 - these are configured here: Gift Aid Declaration Methods.
Set the Declaration Start Date.
Set the Declaration End Date - system added into the future. This can be altered if required.
If the declaration requires confirming please, see Confirming Gift Aid Declarations .
5. Click on Save Changes. This will save the Gift Aid Declaration to the Timeline.
Add a Document to the Gift Aid Declaration Timeline entry
To add a document:
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.
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).
Click on Save Changes.