Many charities struggle to collect Gift Aid with their donations, a fact confirmed as the HMRC say they are holding around £600m each year of unclaimed Gift Aid.
It’s a complicated process for a charity to track Gift Aid Declarations from donors and then make the subsequent claims to the HMRC, but it’s an invaluable way of increasing the overall donation from a donor by at least 25% of the donation amount.
Yet technological and regulatory issues make many charities shy away from re-engaging with donors to ask for their Gift Aid declarations.
Each year charities receive £10.3 Billion in donations from donors.
One third of donations do not have Gift Aid claimed by the charities.
As a result £600 million in tax revenue is not claimed by charities each year.
We help charities take the leg work out of re-contacting previous donors to retrospectively claim for Gift Aid on past donations, all done in a GDPR complaint way.
Working with your charity, our team and technology can process your past donor and donation information (going back up to 4 tax years) and using our Gift Aid Recovery portal engage with the donor and management the recovery process.
Export your donor and donation information from your Charity CRM and upload it to our Gift Aid recovery portal.
When you upload your data to our portal, we analyse and validate it, checking that the telephone numbers, email addresses and postal addresses are valid and where possible correct the formatting and any other errors.
Additionally, we can help you enrich your donor data, to help you target your donors with the right message, on the right channel.
Working with your charity, based on your requirements and preferences our team will configure customised engagement workflows that target specific donors over appropriate channels at specific times.
Our platform will automatically engage the donor over the chosen channel driving them to a branded landing page where declaring their Gift Aid declaration is as simple as ticking a box and confirming their details.
The workflows can be configured to re-engage the donor via the same or alternate channel after a set period, if there has been no response over an agreed period of time.
Our portal allows the charity to see, in real-time, the current progress and response rate of our efforts to recover Gift Aid on your behalf.
The Gift Aid declaration information and the improved donor record can be exported and re-imported back into your charity CRM.
