Find out more about our unique gift aid software and how our team of gift aid specialists can help your charity to unlock, protect and secure your gift aid income.
For many charities trying to work through the maze of Gift Aid HMRC rules and regulations can be daunting and confusing with conflicting advice from different sources. At Giftease Solutions we believe Gift Aid should be a dependable risk-free income stream on which your charity can have confidence of being both HMRC compliant and deliver a regular source of income.
But we know for many charities the reality is Gift Aid can be an administrative burden and for some a potential financial liability.
We have been providing Gift Aid related products, services and training to the sector for over 15 years.
What We Do
We will give your gift aid scheme a clean bill of health by validating all historical and current gift aid declarations.
We will even check the validity of your supporter data by checking your contacts, addresses, donations and gift aid attributes/flags against the HMRC rules required for making a successful tax claim.
To complete the process and offer you an end to end gift aid management service we can process gift aid declarations on an ongoing basis, by automating regular data transfers from your host CRM and using our gift aid validation engine to prepare your tax claims for you, for review and submission all via your own secure customer portal.
We will also assist with the tax claim writeback process to your host CRM system.
Speed & Accuracy
We index over 60,000 declarations per month and all of our processors are trained by our in-house Gift Aid experts.
All your indexed declarations and indexing counts will be accessible via your own secure dedicated client portal.
How We Do It
We offer an unparalleled gift aid statistical data model recording failed declarations by reason code. This, together with your supporter giving history, enables us to create a breakdown of ‘Secured’ vs ‘Liability’ income on tax already claimed.
By pinpointing the reason why a declaration has failed we give you the information you need to identify and repair gift aid declarations, securing historically claimed income.
We can assist or deliver presentations of our findings back to the senior leadership team, internal or HMRC auditors and, where required, develop and deliver a Gift Aid repair strategy bringing your organisation peace of mind.
All our software is developed in-house meaning we can adapt quickly to your needs and requirements.
We automate the data imports from clients, so we have the latest up to date information on your supporters.
What You Get
Access to your digital gift aid declarations via our secure customer portal, a statistical year on year breakdown of your historical tax claim information and a comprehensive individual breakdown of a supporter’s current and past gift aid status for every historical gift and tax claim made.
Each client has their own unique secure portal which gives you real time statistical information on indexed and reason code counts.
At the end of your project we can return your images and data tailored to your requirements for access using your own document retrieval system, either through your own host CRM or commercial products such as Microsoft SharePoint.
Alternatively, for an ongoing monthly, quarterly or annual subscription you can continue using our portal for easy secured access.
Quickly find covering declarations for your supporters by reference number, name or address details.
Full breakdown of your historical tax claims for finance auditing and gift aid repair mailings.
Using our secure SFTP client portal organisations can upload many types of files for validation, including image (tiff, bitmap and pdf) files, word documents, emails & housefile data. All image files are converted to pdf and we run OCR against every document/file cutting costs on validation for word and emails and adding a third layer of OCR to the indexing and reviewing for image files.
Our primary focus is to index and validate all of your forms identifying whether a declaration has the right Gift Aid statement, details on the declaration match your house file, capturing declaration made date and using markers to establish if the declaration is a forward or a retrospective four-year declaration.
Where declarations fail our unique validity test, we will tag and code the reason why every image is either a valid declaration (including Non UK Tax Payer) through to all sorts of reason codes for invalid declarations. This information allows you the charity to then repair the invalid declarations, removing the risk of HMRC penalties.
From your own secure dedicated portal: we offer fast, simple options to download or view indexed media. Accessible with up to 25 concurrent connections based on your choice from our subscription model together with vital statistical data on failed reason codes & “Secured vs Liability Gift Aid Income”.
Gift Aid Training
Our Gift Aid specialist, Phil Robson offers comprehensive Gift Aid Workshops in collaboration with The Charity Knowledge Hub to help charities get a full understanding of Gift Aid. These workshops consist of twelve modules to ensure that all areas of Gift Aid are included, ensuring that charities have all the information they need to confidently claim Gift Aid.