To set up Gift Aid in iMIS, you must:
■ Edit your staff site sitemap to display the Gift Aid navigation items.
■ Configure the Gift Aid pages.
To display the Gift Aid navigation items
1. From either Content Management or Tools, select Site designer > Manage sitemaps.
2. From the drop-down menu above the sitemap tree, select your staff site.
3. Reveal the Gift Aid declarations navigation item.
□ In the sitemap tree, expand Contacts > Contact management.
□ Select the Gift Aid declarations navigation item.
□ From the toolbar click Edit.
□ Under Options, clear the This navigation item is hidden checkbox.
□ Save, and close the window.
□ From the toolbar click Publish.
4. Reveal the Gift Aid navigation item.
□ In the sitemap tree, expand Donations.
□ Select the Gift Aid navigation item.
□ From the toolbar click Edit.
□ Under Options, clear the This navigation item is hidden checkbox.
□ Save, and close the window.
□ From the toolbar click Publish.
To configure the Gift Aid pages
iMIS Gift Aid is built using content records and iParts (Concept: content records, iParts, and content types) that you can configure for the needs of your organization.
By default, iMIS Gift Aid is comprised of the following:
|
Description |
Default navigation |
Default content record |
iParts |
|
Record and manage Gift Aid declarations from donors. |
Contacts > Contact management > Gift Aid declarations |
@/iMIS/Fundraising/Gift Aid declarations |
Gift Aid Declaration |
|
Generate data for Gift Aid tax reclaims. |
Donations > Gift Aid > Tax reclaim |
@/iMIS/Fundraising/Gift Aid tax reclaim |
Gift Aid Reclaim |
|
Create tax reclaim reports for the HMRC. |
Donations > Gift Aid > Tax reclaim report |
(none) |
(none) |