Donations Co-ordinator - For easy Gift aid reclaimation

Entering donations

The program has many ways of entering donations, ranging from entering an individual donation into a single record to importing multiple donations automatically from e.g. Excel. All methods include error checking and are easy and quick to use.

Donations can be recorded against separate funds or purposes. Separate audit reports can be produced for each fund/purpose. You can record tax-efficient and non tax-efficient donations.

There are options which enable you to produce receipts and thank you letters automatically. Audit reports are available to check totals with your bank paying-in book.

No matter how you choose to enter donations, Donations Co-ordinator will track them to produce the detailed audit reports required by the HMRC inspections.

Standing orders facility

Donations Co-ordinator can manage all types of regular donations including envelope schemes. Any number of entries can be stored. Standing orders can be entered with or without an end date and they can be edited at a future date - if the donor changes the regular gift amount, for example.

Once reconciled with the bank statement the amounts are automatically transferred to the correct records and the personal totals updated. Individual amounts, dates and funds can be edited prior to transfer to ensure accuracy.