Gift Aid (Transaction History: Gift Aid)

Overview

This guide can help you use the transaction History of the Gift Aid page and general information.

Gift Aid allows charities to claim an additional 25% for each donation when the donator selects Gift Aid.

Gift Aid can be added to a Card and Open Banking donation.
(An additional 25p for every £1 donated in a charitable donation transaction).

To enable the feature on your account, please contact the Support Team. Do note that there is an additional fee, Let them know if you want the feature to be added to Requested Payments (PayLinks) and/or your Blink Pages.
Customers that include Gift Aid will have to complete the declaration.

Claiming Gift Aid

Donor Specifications

Navigate to the Reports page under the Transactions tab on the left-hand navigation bar and select the Gift Aid tab to claim Gift Aid. This will bring up the transactions that have been paid with Gift Aid selected.

The transaction can be filtered by date and then downloaded by selecting ‘Export to CSV’ at the bottom of the table.

You will then need to disclose this transaction data to HMRC to claim Gift Aid.

For Gift Aid to be claimed, the donor must

Have paid the same amount or more in Income Tax or Capital Gains Tax in that tax year.
Make a Gift Aid declaration that permits you to claim it.

To claim Gift Aid, you must be recognised as a charity or community amateur sports club (CASC).

Example

The donator is a basic rate taxpayer and pays HMRC over earnings of £125, £25 in tax (20%). The donor is left with £100, which they donate to charity. When the donor makes a Gift Aid declaration, the charity can claim the tax paid to HRMC, i.e. £25. This means that the total donation received after claiming Gift Aid is £125.