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DONATION MANAGEMENT AND GIFT AID
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The donation management and Gift Aid facilities provided by Paxton Charities Accounting are perfectly suited to the needs of charities. Standing orders and ad-hoc donations are catered for and bookings can be made across a range of dates and funds from within a single screen.
Standing orders can be set to be weekly, monthly, quarterly, annual or bi-annual and a single donor can have as many standing orders set as required to cater for regular giving to multiple funds or causes. Those due are automatically pulled into the bookings screen for confirmation of receipt when a date is delimited and the standing orders option is selected. Any pledge that a donor has made can be recorded for pure information purposes or possible comparison against actual recorded giving. Donations can be comprehensively analysed at an individual or consolidated level and there is a full audit trail whether or not Gift Aid can be claimed. Data can be exported from the package for the creation of thank you letters etc. If a donor is declared inactive you can preserve their audit trail whilst excluding them from appearing in future listings.
The package can also create a HMRC compliant R68 Gift Aid Schedule and provide a full audit trail to back this up if required. If you are running accruals accounts, Gift Aid due will accrue as donations are entered. An internal summary provides information as to how each Gift Aid schedule is distributed across your funds to facilitate accurate booking of the payment when it is received. Any Gift Aid Schedule can be reprinted as required.
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