Gift Aid lets UK charities reclaim 25p for every £1 given by an eligible UK taxpayer, at no extra cost to the donor. When you turn on Gift Aid, eligible donors see an option during checkout to add the declaration. The system records their declaration against the donation.
Before you start
You need the Settings permission.
Your organisation must be eligible to claim Gift Aid.
Gift Aid is off by default. You must turn it on before donors see the option.
Turn on Gift Aid
Go to Settings and open the GiftAid tab.
Enter your own text in the Custom Gift Aid Text box. Leave it blank to use the default checkout text.
Check the box for Enable Automated Gift Aid.
Configure the Post Donation Emails section to follow up with donors who skip Gift Aid. Enter the delay in days for the first email, and the total number of times to send the sequence within 30 days.
Click Save Changes.
Place a test donation to check the Gift Aid step appears as expected.
Automated Gift Aid claims
Enabling Automated Gift Aid requires donors who opt in to provide their mailing address during checkout. This ensures you collect the exact details required for a valid claim.
What donors see
Eligible donors reach a Gift Aid step during checkout where they confirm their declaration. The system stores the declaration and its claim status against the donation. You can report on claimable amounts from the dashboard. See Donations.
Good to know
Gift Aid only appears for donations in GBP. Donations in other currencies don't show the Gift Aid step.
Accurate donor details matter. A claim needs a valid name and address, so keep donor records current. See Donors.
Gift Aid differs from covering fees. Covering fees is a separate optional ask at checkout. See Checkout Configuration.