These fields define a donor’s gift aid declaration. By default, these fields are found in the following location:
■ From your staff site, select Contacts > Find contact, and then search for and select a contact. From Contacts > Contact management, select Gift Aid declarations.
Fields
■ Prefix, First Name, Last Name – Defaults to the selected contact's prefix and name. These fields must contain the name of the individual paying tax for the gift aid declaration.
■ Address, Address 2, Address 3, City, County, Postcode, Country - Defaults to the selected contact's main address in iMIS. For HMRC reporting purposes, the address fields must contain the taxpayer's correct address.
■ High-rate tax payer – Indicates that the donor is a high rate tax payer. This field is for informational purposes only and does not affect the amount of tax reclaimed. You could use this information, for example, to target marketing campaigns to these donors.
■ Declaration Notes - Captures notes about the declaration.
■ Status - Specifies the status of the declaration.
■ Declaration Method – Specifies how the declaration was made.
■ Confirmation Required – Indicates that confirmation of the declaration must be obtained from the donor before any tax can be reclaimed. For example, a declaration made verbally requires confirmation. When cleared, no further confirmation is required.
■ Confirmation Sent Date - Specifies the date a confirmation letter was mailed to the donor.
■ Date Received – Specifies the date the donor made the declaration.
Note: A 30-day “cooling off” period is applied to all gift aid declarations, based on the Date Received entered for the declaration. During the cooling off period, no tax can be reclaimed for the contact. Once the 30-day period is over, donations received from the contact are eligible for gift aid reclaims.
■ Effective From - Specifies the date from which the declaration is valid.
□ Apply 4 year rule - Sets the effective date of the declaration to a rolling four-year period that equals today minus 4 years.
□ Other - Specifies a fixed date from which the declaration is valid.
■ Expiry Date - Specifies the end date of the declaration. An end date is not required. However, some organizations prefer to contact donors periodically to check that they are still taxpayers, and thus use an arbitrary declaration length of four or five years.
■ Related Appeal - Specifies a related appeal code associated with the receipt of the declaration.