Recording a gift aid declaration | SheepCRM Help Centre

Requires the Sheep Evidence pack

Individuals payments and donations can be recorded as transactions that gift aid can be claimed. This flexibility is very useful but often you will want to treat all payments from a person as gift aid-able.

From a person record find the Evidence card and click 'Record Evidence'

For Gift Aid evidence you need to pick the right category and set the dates. The name, text and attached documents are all optional.

Tip: attach a photo of a paper gift aid declaration

Bulk uploads

Complete the matching fields as available.

name any free text name to label this record e.g. Gift Aid declaration
category use gift aid declaration
source optional internal reference - where did you collect the gift aid declaration, online form, paper etc
source_ref optional. Use in conjunction with source to create an audit trail back to the original document
document_date the date when gift aid should be claimed from (can be back dated)
expiry_date optional. If the form is valid for a certain period then set an expiry date