Being able to add specific funds to be excluded from Gift Aid directly on a declaration

Currently if a supporter wants us to claim Gift Aid on specific funds only and exclude others, we are having to go back and retrospectively adjust each payment that needs to be excluded if it is tin the gift aid period. It would be good if this could be done automatically by looking at what funds are excluded specifically for this person on the declaration (eg most people could have a declaration that says gift aid all designations but some may have one that says exclude gift aid on the following designations). When doing backclaims this could automatically update the past payments and refund the gift aid without manual intervention

  • Catherine Prince
  • Jul 10 2024
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Compassion UK
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