A five-minute Gift Aid checklist

A hand ticking off items on a handwritten checklist

A five-minute Gift Aid checklist

Gift Aid adds 25p to every pound a UK taxpayer gives you, for basically no extra effort — as long as the paperwork's right. Here's what we check when we're setting a charity up:

  • The donor has ticked (or been clearly asked) the Gift Aid declaration, not just assumed to have agreed
  • Their name and home address are captured, not just an email — HMRC needs this
  • Both batch and individual contributions are eligible for claiming, so nothing slips through
  • Your CiviCRM Gift Aid settings actually match the wording HMRC expects

The most common thing we see missed isn't the tech, it's the declaration itself — donors skipping the tick box, or an old form still using outdated wording. Worth a five-minute check even if you set this up years ago.

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