Gift Aid declarations

A declaration is a donor’s agreement to let your charity claim Gift Aid on their donations. You must have a valid declaration in place before you can claim Gift Aid on a donation.

Declaration statuses

Status	Meaning
Active	The declaration is in force — donations covered by it are claimable
Pending confirmation	Declaration received but not yet confirmed
Cancelled	The donor has withdrawn their declaration
Expired	The declaration is no longer valid

Creating a declaration

1. Click Gift Aid → Declarations in the sidebar
2. Click Create declaration

Field	Notes
Contact	The donor — search by name
Scope	What donations the declaration covers (see below)
Method	How the declaration was collected
Notes	Optional — e.g. reference to a signed paper form

Declaration scope

Scope	What it covers
Single donation	One specific donation only
Future donations	All donations made after this declaration
All donations	Past, present, and future donations

Declaration method

How the declaration was collected from the donor:

• Written (paper form)
• Oral (phone or in person)
• Web form
• Email
• Text message

Viewing declarations

Click Gift Aid → Declarations to see all declarations. Use the status filter tabs to narrow the list.

Cancelling a declaration

If a donor withdraws their Gift Aid declaration, you must cancel it. Open the declaration and click Cancel declaration. You will be asked to confirm.

Cancelling a declaration does not affect claims that have already been submitted.