The Add Gift Aid Declaration wizard has Contact, Scope, Method, Donor and Review steps.
| Field | Requirement |
|---|---|
| Contact ID | Required; an individual donor’s CRM identifier |
| Scope | Single donation; All future donations from today; All past and future donations |
| Donation ID | Required for Single donation |
| Effective from | Date from which the declaration applies |
| Method | Written form; Web form checkbox; Email; Text message; Verbal / phone |
| First name and Last name | Required donor details captured on the declaration |
| Address line 1 and Postcode | Required donor address details |
| Title, Address line 2, Town / city | Optional |
| Tax disclosure | Confirm that the donor received the displayed tax explanation |
The declaration captures donor details separately from the contact record. Check these details rather than assuming the Contact ID fills them in.
| Status | Meaning in the application |
|---|---|
| Active | Available to the eligibility checks, subject to scope and donation checks |
| Pending confirmation | Created by the verbal/phone method; confirmation is outstanding |
| Cancelled | Withdrawn; cancellation requires a reason |
| Expired | No longer in force |
The list shortens scope labels to Single donation, Future donations, and All donations, and Web form checkbox to Web form. Only Active and Pending confirmation rows offer cancellation. The current wizard has no general Notes field, and the list has no pending-confirmation action.