How Is Gift Aid Tracked In Legacy RaiseDonors?

When a donor elects Gift Aid on a donation a few things happen both on the donor side and the organization side.

The Donor's Giving Experience

• Email Receipts, PDF Receipts, and Thank You Pages will all include a statement that Gift Aid was claimed on this gift. 

Inside of Legacy RaiseDonors

• The Donation Object records Gift Aid as a boolean True or False.
• The Date of Gift Aid is the same as the Creation Date of the Donation.
• A donor account will reflect if they have previously claimed Gift Aid. This will be done as an indirect property: Legacy RaiseDonors reviews the donation history of a donor and if a past donation is recorded as True for Gift Aid, then this donor is marked to have claimed Gift Aid.
• If a donor creates a recurring donation and claimed Gift Aid, only the initial donation will
  indicate Gift Aid. Future occurrences of the recurring schedule will not indicate Gift Aid.
• The only way for a donor to claim Gift Aid is by placing a donation through a donation page in Legacy RaiseDonors that supports Gift Aid.
  
  • Admins are not able to manually change the status of Gift Aid on the Donor Object inside of Legacy RaiseDonors. 

In the Donor Portal

• The Donor Portal will display when Gift Aid was claimed in the Donor Giving History. 
• The Virtuous CRM+ integration cannot support pulling back custom field information related to Gift Aid. Any donations that originated outside of Legacy RaiseDonors will not display Gift Aid status.

In Reports

• Reports allow you to query for Gift Aid. Gift Aid information is available on Donors and Donations.

Via the API

• The API includes Gift Aid information on Donation and Campaign end-points.
• Gift Aid is not included on Donor end-points. You will need to leverage the Donor/Donation relationship to determine if a donor has claimed Gift Aid. Note that Donor webhooks do include Gift Aid.

Via Webhooks

• Campaign and Donation webhooks include Gift Aid information.
• Donor webhooks include Gift Aid information. 

In CRM systems

• Virtuous CRM+
  • Legacy RaiseDonors will send a Custom Field (Name/Value) to Virtuous CRM+.
    • You may specify the Name. We recommend something akin to "Gift Aid Submit Date".
  • The Creation Date of Gift Aid is not customizable. It will always be the Creation Date of the Donation.
• Sales Force
  • Can be configured in custom XML.
  • Can be configured thru API and Webhooks.
• Aegis
  • Currently not supported. 
• Your Cause
  • Currently not supported