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Tali - Set Up Gift Aid Eligibility For Pupils
Tali - Set Up Gift Aid Eligibility For Pupils

Set Up Gift Aid Eligibility in Tali

Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over 4 years ago

The details of pupil's donors if eligible must be entered on the pupil's record within Tali in order for transactions logged against the donors to be included in Gift Aid claims.

Each Account you are crediting with Gift Aid will need to be Gift Aid flagged as well either at the setting up of a new account or amending the account later in Admin>Manage Accounts;

Recording which pupils are eligible for Gift Aid on Claims

  1. Open Administration > Manage Names.

  2. Filter the list to find the pupil you want. For help on this, see the Article, Find Names. 

  3. Click the hyperlinked Name to open the Update Pupil tab.

  4. Optionally, select Gift Aid Donor on the Update Pupil tab.This will enable the display of G on the GA column in the Manage Names list, showing you at the top level which pupils are eligible for Gift Aid.Note: This is not mandatory. Not selecting this check box will have no effect on claims for Gift Aid.

  5. Click Add Contact to add contact details.Not every person who donates will be eligible for Gift Aid but you should still record their contact details in order to record donations against them. You should also record their contact details in case their Gift Aid status changes.

  6. Select Use this contact for Gift Aid if this contact is eligible for Gift Aid. If the contact is not eligible for Gift Aid, do not select the check box.

  7. As a minimum, you will need to enter the Contact Title, Forename or Initial, Surname, Address and Post Code. You can copy in this information from the Parent/Guardian Gift Aid Declaration form, or the contact details you have on record. These details are mandatory for claims for Gift Aid. Phone Numbers and Email Addresses are advisable but not necessary at present to claim Gift Aid.

  8. Enter the Gift Aid Eligibility From and To dates. Important! As people's Gift Aid status can change, we recommend that you contact your donors annually to ask them to confirm that they are still eligible for Gift Aid donations. You do not have to enter this information but it is advisable.

  9. Add additional contacts by clicking Add Contact as many times as required.Note: Only select Use this contact for Gift Aid for one contact that is eligible for Gift Aid, based on the information in your Gift Aid declaration records. 

  10. If you need to remove a contact, click the x at the top right-hand side alongside the contact details.

  11. Click Save.

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