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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 31 weeks ago

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

Posted by Redbourn Business Systems on Friday, August 31, 2012 Under: 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 on your email list, informing them about your organisation, its activities and ways they can get involved.  Carefully executed, a welcome series can assist you in giving new supporter relationships the personal attention they require (before asking for donations to your organisation) without an enormous commitment of resources.


A personal wecome note from the voice of your organisation:  This could be your organisation’s Executive Director, a member of staff that works in your fundraising department or a celebrity spokesperson. (Top tip: Select your spokesperson with care. Supporters want to hear from someone that relates to them on an ongoing basis not just a figure head.) This email will outline the position of your organisation and will inform the new supporters about what your organisation does and the people or community that you serve. Focus on enlightening your new supporters and reminding them what they signed up for. Reinforce benefits and set expectations about what your supporters will receive and how often.

Identify particular ways your supporters can get involved: Have really great activities aimed towards families? Looking for volunteers for your homeless organisation? Planning a gala dinner and recruiting committee members? In your second welcome message, highlight the ways new supporters can get involved and the value of being a supporter. Talking about upcoming events will also give new supporters a chance to meet your staff in person and will likely increase their level of commitment with your organisation.

Offer other approaches for supporters to engage with your organisation: Tell them about the how they can connect with your staff through Facebook, Twitter, LinkedIn & Google+.  (Want to learn more about engaging supporters with these tools? Download our Fundraising Fantastic 4 Presentation).

If you would like more information on Email Best Practice please contact Marketing.

In : Email Marketing 

Tags: "email marketing" "supporter" 
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