Historic Gift Aid

We validate, protect and secure your Gift Aid scheme

Get in touch

Problems we can help with

Many organisations strive to get Gift Aid right whilst remaining HMRC compliant. But after twenty-two years, the Scheme can leave some organisations feeling vulnerable, especially to an HMRC audit. At GES, we have years of experience, the services and know-how to bring peace of mind to your Gift Aid Scheme.

  • Validate all declarations
  • Repair missing declarations
  • Provide an audit trail
  • Evidence oral declarations
  • Evidence web declarations
  • Identify & repair liabilities

What we offer

Gift Aid validation service

We offer peace of mind. The Professional Services team at Giftease Solutions will work directly with you to deliver a unique validation service.

Value Added – We confirm the “Made Date” of declarations, enabling you to run a programme to revalidate the tax status of your supporter base, particularly for older declarations.

We even identify the “No Declarations” to ensure that your records reflect the correct Gift Aid status!

What we do

We validate your written declarations by reviewing every form, indexing your valid declarations, and adding a “Reason code to failure” to every invalid declaration. We help you evidence the audit trail for both Oral and Web-based Declarations required in an HMRC Tax claim audit.

We identify your charity’s liability, which is the tax payments received against invalid declarations.

Who is it for?

We work with all clients, SME to enterprise level. If you think you may have a Gift Aid issue with any aspect of your historical scheme, we are here to help put it right.

What we offer

Liability Gift Aid repair

Following the Validation Service, we take the invalid declarations and use the repair codes. Putting together a programme, we revalidate those invalid declarations.

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 the liability on any Gift Aid already claimed.

What we do

The outcome of the Repair Programme enables Giftease Solutions to work with your CRM provider to update your Gift Aid tables with the new and validated Gift Aid information.

We can even provide 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.

Who is it for?

Our solution is for any organisation with declarations identified as invalid, which cannot be used for claiming Gift Aid tax. We significantly reduce the risk to your organisation of repayment penalties. More importantly, safeguard your Gift Aid Scheme.

Gift Aid knowledge and expertise

Why choose our Gift Aid solution?

With over 50+ years combined experience in fundraising and technology within the charity sector, our Gift Aid knowledge has helped many charities to understand the sometimes-complex HMRC rules on tax reclamation.

Secure vital income

Having already reclaimed the tax and spent the payments no organisation wants to be in the position of having to repay much needed income to HMRC. Using our services reduces the risk of repayments and secures monies already claimed.

Maximise your scheme

We know some organisations will put caution first and stop any Gift Aid if no evidence of a declaration. Very often we will identify not just invalid declarations, but missing declarations and help you to repair these too

Take back control

Sometimes senior management will share with us that they feel out of control of the Gift Aid Scheme. We take every part of the process, and we hand you back a complete Gift Aid footprint of all your historic Gift Aid for your organisation to move forward with renewed confidence.

Historic Gift Aid

What you can expect

Get started

Book a FREE consultation

During that consultation we will work with you to identify the issues, your concerns and what is driving the need to make sure all your Gift Aid is fit for purpose.


Our commitment

Working to an agreed scope we will put together a Statement of Works agreement with costs for your approval.


We’ll fix the issues!

Moving foward we will index and identify your declarations and from this produce your Liability stats, identifying what is good to go and what remains at risk and needs repairing.


Repair service

Using the information from the validation service, we will take the invalid declarations, excluding those that cannot be repaired, such as Goneaways and deceased, and focus on the Gift Aid declarations, which can be fixed, either by email or post.

Testimonials image

“We discovered a historical issue with our gift aid data on our CRM, and the more we investigated internally, the more aware we became of the huge task ahead of us. At a time when we had reduced staffing due to COVID, it made sense to bring the experts in, and Giftease were my first point of call after knowing that they were HMRC recognised for software and also provided charity gift aid training.

Phil swiftly reassured me that the issues we had could all be resolved, and it was clear from the outset that her Gift Aid knowledge was second to none! They led a full validation and repair project for us with clear deliverables and timelines, and it was much more cost-effective than if we had to carry out the work internally at the hospice. Phil continues to offer support to my team, and as Head of Income Generation, I am now confident in our gift aid compliance and audit trail. I would highly recommend. “

Stephanie Lacaille-Burton Head of Income Generation, Eden Valley Hospice

Book your FREE consultation

If you have got this far, we can probably help! Book a free confidential consultation with details of the individual who will require the NDA and let's help you take the first step to complete peace of mind!


Learning Centre

To find out more about our Gift Aid Learning Centre click the link below.

What we do

Discovery day
Bespoke workshops
Help reduce your HMRC Liability
Learn more