Automated Gift Aid Management for Salesforce
FinDock Gift Aid is 100% native on Salesforce and is included for all UK nonprofit customers.
Did you know over £560 million in Gift Aid is left unclaimed each year?
FinDock transforms Gift Aid from a manual burden into an automated flow — all within Salesforce. From creating and verifying donor declarations to submitting directly to HMRC, we help you reclaim every eligible pound with confidence.
Trusted by many nonprofits in the UK
Why manage Gift Aid on Salesforce with FinDock?
Save time, stay compliant, reduce errors and grow revenue.
Smart declaration management
Automate real-time creation and closure of declarations, even complex cases like overlapping eligibility or multiple declarations per donor. Reduce admin burden and maximize claimable Gift Aid.
Full visibility & easy reporting
See everything at a glance – from a donor’s Gift Aid status to the exact declaration linked to each donation. All data is connected and visible in Salesforce, making it easy to understand what’s claimable, what’s been claimed, and what’s pending.
Automated Gift Aid processing
FinDock creates, submits, and, if needed, reverses every eligible claim automatically, wiping out spreadsheets and HMRC log-ins.
End-to-end compliance & audit trail
HMRC-recognised workflow records every claim, reversal, and declaration in Salesforce for effortless internal or external audits.
How does it work?
Step 1
Donation is captured
A supporter donates via a FinDock Giving Page, custom form, or other channel. Gift Aid declarations can be captured online, entered manually (oral or written), or imported in bulk. The donation is recorded instantly in Salesforce with full details.
Step 2
Declaration created and linked automatically
FinDock automatically creates the declaration and links it to the correct donor record in Salesforce. If declarations are collected later, they can also be entered manually.
Eligible claims auto-created
Gift Aid claims are created automatically or manually — as often as you like. FinDock validates each donation for HMRC compliance, handles reversals, and picks up historic gifts that have since become eligible.
Step 4
Auto-submission to HMRC
Gift Aid claims are submitted to HMRC automatically – no spreadsheets, no exporting, no manual uploads. If needed, your finance team can review and approve the claim with a single click before submission.
Real-time reporting & audit trail
Track the full lifecycle of every claim with real-time insights and a complete audit trail. See who did what, when, from donation to HMRC submission, all within Salesforce.
HMRC approved
FinDock Gift Aid Management is approved by HMRC and directly integrated with HMRC services.
FinDock automatically submits Gift Aid claims to HMRC using our approved HMRC solution. This means that no upload or download of files is required.
Hear it from our customers
When HMRC turned up to audit over 22,500 Gift Aid donations at Christians Against Poverty (CAP), they expected to stay the full day. They left in two hours. CAP’s finance and tech teams had everything ready, clearly documented, and confidently presented. No stress, no piles of paper, and no missing data.
“They were happy, we were confident, and everything they needed was already at our fingertips.”
-Ben Stickland, Finance team
