Historic Gift Aid
The Historic Gift Aid Hub
We validate, protect, and secure past claims under your Historic Gift Aid scheme, enabling you to remain HMRC audit-ready
Many organisations work hard to make Gift Aid a dependable income stream whilst remaining HMRC compliant.
With the current impact of the Cost-of-Living Crisis still to be fully felt, we know all organisations are looking for ways to increase income. More and more charities are expecting to make Gift Aid work harder. But while looking for new Gift Aid opportunities, you need to be able to trust the data you are analysing.
At Giftease Solutions, we have years of experience, the services and the know-how to help you protect historic Gift Aid and increase future income bringing peace of mind to your Gift Aid Scheme.
You need complete peace of mind that your Gift Aid Scheme is fit for purpose. Our Gift Aid metrics are the first step to managing your historic gift aid – they will deliver a footprint of your Gift Aid scheme and will flag up issues that may need addressing to remain HMRC compliant. It also provides important information on your Gift Aid declarations.
The common reason for contacting us is concerns about missing or invalid declarations. We work directly with you to deliver a unique validation service – whatever type of Gift Aid declaration has been used to support your historic claims, we ensure they are valid.
And we continue to support your Gift Aid programme. Giftease Gift Aid Manager enables you to make those important informed decisions by monitoring the critical metrics which will identify not just continued HMRC compliance but maximise Gift Aid by identifying opportunities. We also encourage you to take ownership across the organisation by offering Gift Aid knowledge based workshops to manage the process inhouse.
RQP is the period your charity can retrospectively claim Gift Aid on Gifts, which the HMRC can audit, and is usually the past four years plus the current tax year.
The first step is to establish the data stats on your own CRM. We do this by confidentially and securely analysing the Retrospective Qualifying Period (RQP).
Delivering the key metric indications will give the following information:
Following the validation process, we take the invalid declarations and, using the allocated repair codes, create a communication programme for emails and letters. We fix your liability period.
Matching repair codes to the appropriate letter is a complex but highly effective process, ensuring every supporter receives the proper communication relating to the error on their Gift Aid declaration.
In line with HMRC rules, and after the statutory 30 days, supporters’ donations become valid again for Gift Aid, and more importantly, cancel your liability on any Gift Aid already claimed.
The outcome of the validation and repair programme enables Giftease Solutions to update your CRM Gift Aid tables with the new and validated Gift Aid information.
As part of the Gift Aid Metrics service, we even provide an end-of-project report card, a full breakdown of securely claimed gifts vs liability income still at risk, with supporter and gift counts broken down by tax year or even tax month.
We will even work with you to deliver outcomes to your senior leadership teams and internal and external financial auditors.
Our solution is for any charity, from SME to enterprise level, who is looking to protect their historic Gift Aid income by working with us to repair invalid declarations, based on claims already made to HMRC.