Gift Aid Manager by Orchard Software. Gift aid and membership database for small to medium sized charities and organisations


Overview Gift Aid Module

The main features of the standard Gift Aid module include:

  • Donor details recorded
  • Record of donations received with audit reports
  • Print donation receipts
  • Online gift aid claims using either direct submission to HMRC or the online form method
  • Top-up payments can be claimed under the Gift Aid Small Donation Scheme
  • Report showing donations and their total value not yet claimed
  • Report showing donations not qualifying for a repayment claim and the reason, e.g. Gift Aid declaration not received
  • Print donor letters and statements on plain paper or letterheads
  • Produce a written record for oral declarations
  • Store details of regular donations and update them periodically to save re-entering all the details
  • Donations can be analysed to funds/projects so that the tax is apportioned accordingly
  • Donation details can be exported to Microsoft Excel® for further analysis*
  • Import donor and donation data from an Excel, csv or text file
  • Mail merge with Microsoft Word® to produce member/donor letters/envelopes/labels**
  • Design your own reports***
  • Single-user or multi-user
  • User level security
  • Can be installed on a stand-alone PC or a network
  • Unlimited number of donors and donations can be entered
  • Full on-screen help files


Microsoft Office Requirements

* Microsoft Excel 2016 required to use this feature

** Microsoft Word 2016 required to use this feature

*** Microsoft Access 2016 required to use this feature