Swiftaid helps charities manage the Gift Aid claims. It compiles eligible donations, submits claims directly to HMRC, and handles records-keeping and audit support — removing the need for manual administration.
Prerequisites:
Your charity must be registered with HMRC before using the Swiftaid service.
Your organisation must be registered and approved by Swiftaid (with an active charity agreement).
You must have the following details available:
Official name of charity as registered by HMRC
HMRC charity reference number
Applicable charity commission and registration number
📒 NOTE
Ventrata is only the collection source — Swiftaid handles the declaration validation and submission.
Create Swiftaid Registry
In the Ventrata dashboard, go to Supplier Settings > Registries.
Registries
Press the + New Registry button.
New Registry
Select the 'Swiftaid' option.
Swiftaid
Enter a name for the registry, such as 'Swiftaid'.
Registry Name
Select the destination(s) the registry should pull donations data from.
Destinations
📒 NOTE
If you do not already use destinations, do not create them solely for this purpose.
Enter your 'Client ID' and 'Client Secret'.
Client ID & Client Secret
📒 NOTE
To obtain these credentials, please contact your Customer Success Representative.
Enter your 'HMRC Customer ID'.
HMRC Customer ID
📒 NOTE
This is required for Swiftaid to submit Gift Aid claims on your behalf.
Select the Eligible tag (or equivalent).
Donation Match Tags
📒 NOTE
Tag names are arbitrary — you can choose any naming convention. In this setup, the Eligible tag is applied to all items included in the uplift calculation.
Select the applicable 'Donor Authorisation Question' and select the answer that authorises Gift Aid to reclaim the uplift.
Donor Authorisation Question
Press the Create Registry button to save your settings.
Create Registry
Add Ventrata as Donation Source in Swiftaid
In your Swiftaid dashboard, go to Donation sources.
Swiftaid Dashboard
Press the Add donation source button.
Add Donation Source
Select 'Ventrata' and confirm that Swiftaid may access your donation data.
Donation Sources
Agree to authorise Swiftaid to collect Gift Aid on donations made through Ventrata.
Authorise to Collect Donations
Once confirmed, the integration is active. Swiftaid will begin matching eligible donations and submitting Gift Aid claims to HMRC automatically.