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

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Overview

This easy to use software will make managing your membership, recording donations and processing repayment claims a simple process, so that all donations whether large or small, regular or one off can qualify for tax relief.

Gift Aid Manager is a Microsoft Access based application consisting of two modules;

Gift Aid & Membership

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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

 

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Overview Membership Module

Additional features in the optional Membership module include:

  • Separate member name and address fields so that the member and donor can be different. For example, the member could be a family and the donor could be either the husband or wife.
  • Generation of member subscriptions due, which are updated to donation records for gift aid reclaim, where appropriate.
  • Import subscriptions received and auto match them to members and subscriptions due.
  • User definable fields allow you to customize the system to match your organisations requirements.
  • Record of volunteer information.
  • Members record of attendance.
  • Subscription details can be exported to Microsoft Excel® for further analysis*

 

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

 

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Price & Support

Price:

  • Gift Aid module £149 incl. VAT
  • Full version (Gift Aid & Membership modules) £199 incl. VAT
  • 12 months free technical support (by email) included

Support:

  • Free support (by email) for first 12 months
  • Includes technical support and program upgrades
  • Support available 7 days-a-week by email
  • Annual support available after the initial 12-month period:
  • Gift Aid module only, support cost £36 incl. VAT per annum
  • Full version (Gift Aid & Membership modules), support cost £48 incl. VAT per annum