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Donor Ledger

Easily maintain key donor data for Gift Aid

Handling Gift Aid Small Donation Scheme (GASDS)

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Donor ledger

Reliably capture and store all the donor information needed to support Gift Aid claims. Handle gift aid donors, corporate donors and donation aggregators like Just Giving.

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Taxpayer status driven claims

Management of donor eligibility is as simple as setting taxpayer status dates. Retroactive claims are triggered when taxpayer dates are entered.

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Donations

Purpose-built donation recording makes it easy to handle GASDS donations, donations with Gift Aid already claimed externally, donations with donation aggregator fees, and donations with a benefit value.

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Uploads

Donor and donation data can be uploaded from csv files to save time on data input.

Other donor ledger features include:

Simple membership/subscription tracking with highlighting of imminent expiry

Associate donations with sponsored events for Gift Aid claims

Comply with coinage recording for GASDS donations

Easily identify donors with no taxpayer status date

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