Making Every Gift Count

Welcome to Giftease, the data management platform and managed solutions provider that gives charities valuable insights into their supporter and donation data, increased HMRC-compliant Gift Aid claims, and document storage. We have validated over two million Gift Aid declarations and helped submit over £5 million in tax claims. Let us work with you to make every gift count.

Our Mission

At Giftease we empower charities to leverage data for growth and impact. Together we can make every gift count.

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Platform products

Tailor your solution

From a comprehensive Gift Aid management solution to custom integrated Microsoft Power BI reports - all from a centralised, secure, cloud-based platform.

Analytics

We use a holistic approach to generate dynamic and user-friendly analytics by combining disparate data sources onto one platform. We offer you easy to understand insights that can help you propel your supporter acquisition and income growth initiatives.

Features

  • Customised income channels
  • Acess anywhere, anytime
  • Use familair tools
  • Share with colleagues

Gift Aid Hub

Bringing simplicity to the Gift Aid tax claim process, Gift Aid Hub builds on our 20 years of experience delivering Gift Aid solutions. It stores previous claims, drafts new claims, provides ongoing accruals and is recognised by the HMRC for Gift Aid submissions.

Features

  • Identify repairable Gift Aid
  • Custom exclusions
  • Preview and submit tax claims
  • Accruals

Smart View

Intuitive supporter relationship view where you can check donor details, including Gift Aid statuses, declarations, donations, exclusions, addresses, suppression, and even stored attributes. Makes accessing giving history, audit and finance checks that much speedier.

Features

  • View the data that matters
  • Consolidated giving history
  • Data visualisations
  • Quick and simple access and so much more…
Smart View screen shot

Media Hub

Supporter-centric media storage and retrieval solution. We can securely hold any documents, including Gift Aid declarations and direct debit mandates, and other media including images, audio files, and video clips.

 

Features

  • Supporter centric storage
  • Reduce storage costs
  • Find media quickly and easily
  • Store Gift Aid, whitemail, direct debits, and more…
Media Hub screen shot

Bespoke Reporting

Save time recruiting, training and embedding a data team and paint your blank canvas with data services from Giftease Solutions. We help design data strategies that drive rapid value and sustainable growth, deliver data readiness, data quality, data management and business measurement.

Features

  • Data Leadership
  • Data Platform
  • Business Measurement
  • Decision Intelligence

The benefits of using our platform

Security

Your data will always be secure. We are also Cyber Essentials Certified

Flexibility

Our subscriptions are flexible and affordable

Integration

Our products integrate with your back-office systems and processes

Performance

Our platform performs efficiently and swiftly

Reliability

Our platform and our products are reliable and ubiquitous

Scalability

Our platform will grow as you grow

Automation

Our processes are streamlined and automated

Giftease platform demo
  • 50+ Combined Years Charity Experience
  • 2.2 million Validated Gift Aid Declarations
  • £5 million+ Gift Aid Claims
  • 1 Innovative Platform

Getting started

We are with you at every step

Get started
1

Book a demo

If you are still not convinced, book a demo with our team and let us show you how we can unlock the power of your data

2

Trial our products

Smart View and Analytics are ready to trial free for 30 days, we can even use anonymised data to get you started

3

Choose a subscription

Choose from three levels of subscription with easy cancellation if you are not satisfied

4

Unlock your data

Manage, analyse and grow your organisation’s data with our intuitive tools

Why work with us

Providing security, experience, and solutions

  • The support we offer is based on our can-do philosophy
  • Over 50 years senior management team experience
  • Charity people who really understand your challenges
  • Providing solutions to the problem of multi-platform data

We’ve built our platform through the experience of collaborating with charities just like you. Our vision is to make our innovative, cost-effective, and flexible web platform available to all charities.

We would love to work with you so we can keep on building more great products and features, and make every gift count.

Our experience with just some of our charity clients

Common questions

Is the Giftease platform just another CRM?

Read more about Is the Giftease platform just another CRM?

So the simple answer is no. Our platform is designed to complement your existing CRM.

If you haven’t done so already, watch our short explainer video, where we discuss why we are “not a CRM” and the benefits of using our platform.

Watch

 

 

How does our data get on to your platform?

Read more about How does our data get on to your platform?

We have various methods for loading data onto our platform from fully-automated nightly processes to manually importing data from spreadsheets.

We can discuss the options which best suit your use case and the products you are interested in, and advise the best solution for you.

We can even help extract the data from your primary source by assisting with the scripts or doing it for you.

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Can you import data from CRM's not listed?

Read more about Can you import data from CRM's not listed?

Yes – we’ve worked in the charity sector, specifically with data, for over 50 years.

We understand fundraising data and how to extract it from most charity-based CRMs or finance-based systems. Where we may not have experience with your particular product, we can work with you and, where required, the provider to create the scripts we need to push your data into our platform.

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We don't have a CRM can we still use the platform?

Read more about We don't have a CRM can we still use the platform?

Absolutely.

We’ve worked with many organisations importing data from products like Quickbooks or even multiple Excel spreadsheets.

If your data is stored in electronic format, we can probably assist you in getting the data imported onto our platform.

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How often is data updated/refreshed?

Read more about How often is data updated/refreshed?

The frequency at which we refresh your data is based on your requirements. For most Gift Aid Hub clients refreshing your data once a month is all that’s required for submitting Gift Aid claims.

For Analytics, weekly is deemed sufficient, but we understand that there will be scenarios, such as using Smart View, where you may want your data refreshed daily, which we can also assist with.

The frequency with which we refresh your data is tied to your subscription – check out our pricing page for more information on the features linked to subscription types.

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Do we have to do anything to get data across?

Read more about Do we have to do anything to get data across?

We prefer to implement automated nightly, weekly or monthly processes for transferring data to our platform.

However, we understand that this solution may not always be possible. Therefore we provide a secure SFTP server with multi-factor authentication for you to upload data to our platform.

Once your data lands on our server, we handle the rest for you.

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