What is Gift Aid and how to make the most of it for your charity with FinDock & Salesforce

Dan Kingsley
July 4, 2022
Gift Aid allows UK charities to claim 25p every time they receive GBP 1 from a UK supporter. In 2021, Gift Aid income for charities reached an impressive GBP1.4 billion, and 45% of donors didn’t use Gift Aid for their donations to nonprofit organizations. 

Considering that 80% of European nonprofits face massive challenges in gift processing and reporting, it’s hard not to see a link between unclaimed Gift Aid and difficulties in managing donors and processing Gift Aid declarations. 

So how can you make the most out of Gift Aid? And how do you claim all that missing income for your charity?

Three tips for maximizing your Gift Aid opportunity

Be transparent and make Gift Aid visible

To increase the chance of getting a Gift Aid declaration, you should inform your donors about: what it is, what it does, and how it affects them. A good practice is to add a disclaimer on your donation pages and inform your supporters about their requirements and benefits of Gift Aid before confirming the donation.

Gift Aid declarations don’t require much information. You only need your donor’s name and house address, or even the house number and postcode. If you have this information you’ll have enough information to complete a Gift Aid declaration, ready to be sent to the HMRC. 

At FinDock, we want to make it as easy as possible for charities to claim Gift Aid, and so with Giving Pages, our donation page, and form builder you can easily add info about Gift Aid along with a Gift Aid checkbox. That means that when someone makes a donation and checks the box, FinDock picks it up automatically and sends the claims to the HMRC for processing with almost no effort on your part. 

image of Giving Page donation form showing how to claim GiftAid with FinDock

You can easily add Gift Aid to Giving Pages

Claim Gift Aid retroactively

Did you know, Gift Aid can be claimed for any donation in the past four years? To send the requests, however, you need to have Gift Aid declarations from your donors and prove that they qualify for it. 

The first step is to identify which donors don’t have a Gift Aid declaration on file — with FinDock, you can simply apply a filter and sort through your donors. Then, you can either contact them personally or send an email prompting them to complete their Gift Aid declaration (you might also couple this with another prompt – like a donation or an engagement event.

And then when you have all the declarations, you can submit these to HMRC for approval to collect the uncollected income. 

chart of FinDock's action with Gift Aid

FinDock lets you automate GiftAid claims directly from Salesforce

Automate Gift Aid processing

Having all your data in one place lets you automate the Gift Aid process from start to end. 

If you use FinDock to manage your donation processing, you can fully automate the Gift Aid process from Salesforce. That means, whenever you capture a donation and Gift Aid declaration, all the information is added to your Salesforce CRM and also automatically sent to the HMRC on whatever schedule matches your charity’s operations. This is a huge time-saver for charities, saving some of our customers a few days a month.

image of Gift Aid processing from Salesforce using FinDock

With FinDock, you can automate Gift Aid and save a considerable amount of time

Claiming Gift Aid is a great way to boost donations and maximize your charitable income. Don’t forget to make it visible on your donation pages, inform your donors about it, and find a reliable system to automate and process the claims.
Dan Kingsley

Dan Kingsley

Solution Engineer

Dan is one of FinDock’s Solution Engineers. After 12 years of working as Head of Fundraising & Supporter Operations for a large UK-based debt counseling charity, he gained enough insight to be able to help more charities by creating and implementing modern solutions that save time and money. 

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