How To Make A Gift Aid Claim EASY!

When it’s time to make a gift aid claim, the process can seem daunting. HMRC recognition and compliance, donor information, compiling spreadsheets of all of your donations….And all of this is before even submitting your claim! Then there are various claim types and deadlines to keep in mind! Gift aid can be a minefield of information as well as being hugely time consuming.

In true Wil-U style, we’ve created a process that not only gets rid of the paperwork involved in the gift aid signup process, but the entire process all the way through to when it’s time to make a gift aid claim!

Make a Gift Aid Claim Manually Vs with Wil-U Gift Aid Processing

Take a look at the manual Gift Aid Claim process compared with the Wil-U process and see for yourself just how easy it could be with Wil-U’s Digital Gift Aid, especially in the final processing stages.

Manual Gift Aid Claim Process

 

– Ask each donor to fill out lengthy gift aid declaration/sign up form
– enter manually into your gift aid donor database
– File donor information in a secure, GDPR compliant location
– Label and sort donations

– Sell donated goods
– Enter sale of each donated item into your gift aid system/manual database

– Produce your list of donors and letters/emails to be sent and printed and sent manually
– Send out donor communications and remove and donors that decline gift aid or emails that bounce.
– Create Gift Aid Schedule spreadsheet
+ Retrieve and fill out all donor details into spreadsheet
+ Ensure you use HMRC regulations (ie capitals in postcodes       etc)
+ Donation date using correct date format
+ Donation amount using correct decimal placement
– Separate sponsored event donations and combine regular donations.

– Once your spreadsheet is full (1,000 donation max) you can submit your claim
+ Register and log into your online services account with HMRC
+ Go to ‘make a charity repayment claim’ and answer all of the        questions about the type of claim and your charity
+ Fill in the details and attach your spreadsheet
– If HMRC find any errors in your spreadsheet, it will be returned for corrections to be made and resubmitted

Wil-U Digital Gift Aid Claim Process

 

– Supporters use Wil-U Digital Gift Aid Signup instore to enter their donor information which is stored in a GDPR compliant secure database (no paperwork required)

– Sell donated goods (Net donations will be automatically entered into the Gift Aid claim when they become eligible)

– Automatically send HMRC compliant emails and letters based upon your preconfigured settings.

– When the claim is ready to submit it will be formatted and will appear in your claim summary…just click ‘submit’. Easy!

How does Wil-U Gift Aid Processing work?

As Gift Aid items are sold and scanned through the POS, the sales value is linked with a donor in the Donor Directory and the Gift Aid amount calculated. This is done by taking the sale value and deducting the Sale commission & related VAT, leaving the net donation value (also known as net sale or net proceeds).

An email or letter may need to be sent to the donor before the net donation can be added to a Gift Aid claim, depending on what Gift Aid method is operated (Standard, A or B). If the donor ID is not recognised by Wil-U, the Gift Aid sale will still be recorded but the amount will not be entered into Gift Aid processing.

We went from no Gift Aid to operating a fully digital and automated Gift Aid scheme in just two weeks! […] The system practically does everything for you, no need for paperwork or unpicking HMRC’s guidelines. I never thought operating a Gift Aid scheme could be so easy!

Sam Peacock

Business Manager, ELF

Wil-U are committed to making charity retail processes simpler and, as you can see, we really can make a gift aid claim super simple! If you have any questions about Digital Gift Aid or Gift Aid processing, please Ask Us Anything!

Read more

We’re going to Hospice UK National Conference!

We're going to be in Liverpool on 20-22 November at the Hospice UK National Conference! We'll be showing off the latest Wil-U product, Connect. Visit us on stand 19 to find out more about Wil-U and see a demo! Can't make it? Don't worry, you can see us at these events...

How to keep your charity’s data safe

With all the attention currently being paid to GDPR – compliance, consent, Data Protection Officers – it’s easy to lose track of the basics of data security. If you’ve made the leap into a more digital retail environment, or are thinking of doing so, you may be...

Customer Display with a Difference

Customer Display with a Difference Here at Wil-U, we’re carrying on as normal as much as possible. That means continuing to develop new innovative features and modules! Our most recent release included the introduction of Wil-U Customer Display. Wil-U Customer Display...

How to choose the best charity till for you

How to choose the best charity till for you   Finding the right charity till solution can sometimes be a bit of a minefield. With so many options on the market to choose from and so many boasting the latest thingamajig, it can be difficult to know where to start....

Small charities need to adapt in order to survive

Small charities face a “hurricane of change” according to the Facing Forward report by Lloyds Bank Foundation for England and Wales. The report calls for government, funders and larger charities to take action to help small charities in challenging times, echoing some...

Let's stay in touch...

Useful Links

Home
Our mission
Blog
Say hello

01332 921 399
info@wil-u.com

50 Canal St, Derby, DE1 2RJ

Please note calls to this number are recorded for training and monitoring purposes.

Wil-U is part of the PXtech family.

Terms and Conditions | Privacy Policy

Charity Retail Association Logo

Let's stay in touch...

By submitting your email address, your agreeing to us contacting you from time to time about our products and services.

Wil-U is part of the PXtech family.

Contact us

Say hello
01332 921 399
info@wil-u.com

Please note calls to this number are recorded for training and monitoring purposes.