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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: https://www.gov.uk/government/publications/charities-detailed-guidance-notes/chapter-6-claims-and-returns

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 5 weeks ago

Showing category "Email Marketing" (Show all posts)

Email append turned on its head!

Posted by Redbourn Business Systems on Friday, September 14, 2012, In : Email Marketing 

With email marketing on the rise a growing number of not for profit organisations are collecting vast amounts of email addresses, however very often postal addresses are not provided by individuals. So how do you add a postal address to your email database?  Well it is now possible to perform an email append in reverse allowing you to add postal addresses to your database.

One of the main issues faced by fundraisers is how to segment email address data and profile the supporters within t...


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Email Best Practice – The emails you should NOT forget to send

Posted by Redbourn Business Systems on Friday, August 31, 2012, In : Email Marketing 

When someone signs up to an enewsletter from your organisation, what’s the first thing you send?  Do you just include them in your e-newsletter database or do you actually send them a welcome email?

Don’t forget the most important emails are the first ones you send! 

Check out this free mini-guide that details how to do this right. 

Create a welcome series - a succession of 2 or 3 simple, personalised emails that a potential supporter receives over the course of their first few weeks ...


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