Gift Aid Automation
Declaration capture, eligibility rules, and HMRC claim batching
£30/mo
Included free in Premium plan
Declarations, eligibility checks, claim batching, and HMRC-ready exports — fully automated. Stop leaving 25% of your donations on the table.
Declaration capture, eligibility rules, and HMRC claim batching
Included free in Premium plan
What's included
From the moment a donor says “yes” to the moment HMRC pays you back — every step is automated, auditable, and under your control.
Record Gift Aid declarations from donors — staff-assisted or captured at checkout. Full evidence trail stored against every declaration.
Every donation is automatically evaluated against active declarations, address completeness, and HMRC rules. No manual cross-checking.
Build claim batches from eligible donations with one click. Review, adjust, and finalise — then export in HMRC-ready format.
See the Gift Aid status of every donation: eligible, claimed, ineligible (with reason). Nothing slips through the cracks.
Once a claim is generated, the snapshot is preserved — even if source data later changes. Full historical accuracy for audits.
Declarations, revocations, eligibility decisions, and batch actions are all logged. Stay HMRC-audit-ready at every point.
Capture Declarations
Record donor Gift Aid declarations — at checkout, in-person, or retroactively. Evidence stored automatically.
Auto-check Eligibility
Every donation is evaluated against active declarations, address data, and HMRC rules in real time.
Build Claim Batches
Select eligible donations into a batch. Review, adjust amounts if needed, and finalise with one click.
Export & Submit
Export your HMRC-ready claim file. Submit through HMRC Online and track batch status in Safain.
No more cross-referencing donation spreadsheets against declaration records. One pipeline. Full compliance. 25% more income.
Use cases
Capture declarations alongside regular giving. Automatically flag eligible Jummah, Ramadan, and general donations — then batch-claim quarterly.
Run a building fund or emergency appeal and let Gift Aid eligibility tag each gift as it lands. Claim the 25% top-up without chasing spreadsheets.
Collect declarations at the door or via kiosk check-in. Donations made during the event are auto-linked and ready for batching the next day.
At year-end, pull all unclaimed eligible donations into a batch, review against your records, and export an HMRC-ready claim file. Done in minutes, not days.
Book a 15-minute walkthrough. We'll show you how to set up declarations, auto-check eligibility, and prepare your first HMRC claim batch — live.