How ThirdSectorBee supports Gift Aid declarations and claims.
Gift Aid is a UK tax relief scheme that allows charities to reclaim 25p for every £1 donated by a UK taxpayer. ThirdSectorBee helps you manage the two key components: declarations and claims.
Key concepts
Declaration — a donor’s confirmation that they are a UK taxpayer and consent to the charity claiming Gift Aid on their donations. Declarations can cover a single donation, all future donations, or all donations including past ones.
Claim — a submission to HMRC requesting repayment of the tax on qualifying donations. Each claim references specific payments.
Getting started with Gift Aid
- Collect a declaration from each eligible donor
- Record eligible donations as payments in the Relationships module (mark them as Gift Aid eligible)
- Create claims and submit them to HMRC
Dashboard
The Gift Aid dashboard (click Gift Aid in the sidebar) shows:
- Total amount claimed
- Total number of declarations
- A breakdown of claims by status
- A claims table filtered by tax year
Tax year selector
Use the tax year dropdown to filter the claims table to a specific UK tax year.