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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 12 weeks ago

Demographic Profiling of your Fundraising Supporters

Posted by Redbourn Business Systems on Tuesday, October 30, 2012 Under: Database & Profiling

Demographic Profiling of your Fundraising Supporters


Understanding your supporters in this ever changing environment is crucial to maximise the potential of your data and improve response of your existing database.

MOSAIC UK is Experian’s consumer classification tool which places each postcode and household into 67 types, which are grouped into 15 categories.

Each type has a comprehensive description which will highlight the probable characteristics such as which media people are more likely to respond to, purchasing trends, holiday habits, housing types and tenure, likely leisure pursuits and life stage.

Consumer classification identifies invaluable insight and can help you target new supporters.  Segmenting your supporters inline with the MOSIAC can help you to define and profile, gain and develop profitable new supporter relationships and improve your charity or not for profit organisation’s overall fundraising results.

AFD’s Censation™ is another profiling tool that can be used to profile your supporter database.  It classifies every UK postcode using a simple code system. The code system is built using the most up-to-date and fully comprehensive data about where people live, their affluence status and what 'life stage' they are in. Over 600 variables including, housing, employment and qualifications, from the latest UK Census are analysed together with residential and commercial data and then authenticated using a leading life-style dataset.

Charities and not for profit organisations can benefit from demographic profiling by using your existing database to gain insights about the audience you want to target.  Depending on the aim of the campaign, you’ll then target new prospect supporters based on the value of donation or engagement of the cause.

Redbourn Business Systems offer data cleaning and enrichment services that can add these demographic profiling options to your existing AdvantageNFP Fundraiser database.  We also provide interfaces to enable this information to be captured at the point of data entry into AdvantageNFP Fundraiser.  For more information on these services, please email marketing or call 01582 794229.

In : Database & Profiling 


Tags: "mosaic" "consumer classification" "segmenting" "demographic profiling" 
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