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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 and churches. Standing orders, weekly gifts and ad-hoc donations are all catered for and bookings can be made across a range of dates and funds from within a single screen. Where donor anonymity is required, donations can be recorded against donor reference number, for example weekly envelope number, without the display of donor name.
Standing orders can be set to be weekly, monthly, quarterly, bi-annual or annual and a single donor can have as many standing orders set as required to cater for regular giving to multiple funds or causes. Each donor can also be listed as a weekly giver regardless of whether they have a standing order or are registered for Gift Aid. 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 and there is a full audit trail whether or not Gift Aid can be claimed. 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. This and any particular Gift Aid Schedule can be reprinted as required.
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