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What Are Aggregated Gift Aid Donations?

You can ‘aggregate’ (add together) donations of £20 or less from assorted donors and present them as a single monetary income item. The total donation on one line cannot be higher than £1,000. (You will need to keep evidence of the individual donations and that they are gift aid applicable).

To claim Gift Aid on aggregated donations, you don’t enter the name and address details of individual donors as this will delay your repayment claim, you can just enter a straightforward description like ‘Wednesday club donors’, the date of the last donation and the total amount raised. This saves valuable time in the data input process without losing any Gift Aid income.

AdvantageNFP Fundraiser users can now combine batches of income, such as donations, that are valid for the claiming of Gift Aid into a single monetary income item, which can subsequently be included in the next Gift Aid online claim.

To read the HMRC rules around Aggregated Gift Aid claims please take a look at the following page on their website, specifically the “Aggregated Claim” section at the end of chapter 6.6:

This indicates that only donations up to the value of a maximum threshold (currently £20.00) can be included in an aggregated donation and that you should keep an audit trail linking the aggregated donation input in AdvantageNFP Fundraiser to the paperwork proving that all donors in the aggregated donation provided Gift Aid Declarations and that each donation was no more than the maximum threshold.

The maximum total amount of a single aggregated donation that can be input into AdvantageNFP Fundraiser is set at £1000 per tax year.

This could also be particularly useful now GDPR has come into force, in that some new donors may indicate that they do not wish to be contacted yet provide a Gift Aid declaration. In this instance you could decide to combine that donation with any other such supporter donations in AdvantageNFP Fundraiser and not create such supporters as new parties within the database.

Posted 12 weeks ago

7 Things about CRM your Boss Want to Know

Posted by Redbourn Business Systems on Friday, May 15, 2015 Under: CRM

       Is the System Cloud Based?

AdvantageNFP Fundraiser can be deployed as an “on premise” solution or a cloud hosted solution, AdvantageNFP Hosting.  For hosted options we use a data centre called Sentrum 4, which is located in the UK.  Nightly snapshots of the entire server are taken by default. Sentrum 4 is an extremely secure hosting facility with 24 x 7 on-site security, door access controls at site and building entrances, proximity cards to authorise access levels including mantrap access, external and internal CCTV, intruder detection alarms, 4 metre secure perimeter fence with trembler wire, SEAP 3 rated, vehicle lock to site entrance and X-ray scanners.

2.   Can you record full communication history?

This is standard functionality within AdvantageNFP Fundraiser. Our comprehensive Communications folder stores detailed information about all correspondence history, including letters, emails, phone calls, meeting notes, etc.  These can also include attachments, such as agendas, telephone recordings, Outlook One Note™ meeting minutes, etc.  You can print this list, order it by date, type, or template, filter to only include certain items etc.  This is all included within the 360° single supporter view.

3.       Are there (financial) reports available?

AdvantageNFP Fundraiser includes an intuitive, powerful reporting and query tool which provides extensive searching and reporting capability. AdvantageNFP Fundraiser includes approximately 120 standard reports plus a further 100 standard KPI graphs, each of which can be modified by the user selecting the data to include the sort sequencing and the summary levels total.

AdvantageNFP Fundraiser Enterprise is implemented with an Open Database Schema, meaning that you can develop your own ad-hoc reports, using any ODBC complaint report writer. You are not restricted to just using the supplied report writer. Other tools that could be used include MS Integrated SQL Server Reporting ServicesTM and MS AccessTM. The benefit of using MS Integrated SQL Server Reporting ServicesTM will be the ability to publish reports via MS SharePointTM.

       Can it reclaim Gift Aid?

AdvantageNFP Fundraiser has been fully approved and accredited by the HMRC for Gift Aid Online Filing using built in tools to automate Gift Aid claims and securely transferring claims from AdvantageNFP to HMRC online. 

       Is there Telephone Support?

The AdvantageNFP Fundraiser Helpdesk is manned from 8:00am through to 6:00pm each working day. This is an unlimited agreement which has no cap on the number of calls, or the length of any call, or who can call. 

       Is training include?

Full training is provided, both for Administrators and Users.  These are two day training courses each, and are both “hands on”.   Each delegate receives an electronic copy of the manuals and a printed and bound copy of the manuals is provided to each site.

       Can it integrate with our website?

The AdvantageNFP Enterprise portfolio also includes our web integration modules, including those for supporter self-service and on-line donations.  These modules, along with additional modules for online lifestyle profiles, uploading of photos, private messaging and a moderated forum (i.e. together making a private social network for supporters and other contacts) are available.

In : CRM 

Tags: "crm" "communication" "reports" "gift aid" "telephone support" "training" "web integration" 
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