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 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: 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 RaiseDonors that supports Gift Aid.
- Admins are not able to manually change the status of Gift Aid on the Donor Object inside of RaiseDonors.
In the Donor Portal
- The Donor Portal will display when Gift Aid was claimed in the Donor Giving History.
- The Virtuous integration cannot support pulling back custom field information related to Gift Aid. Any donations that originated outside of 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
- RaiseDonors will send a Custom Field (Name/Value) to Virtuous.
- 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.
- RaiseDonors will send a Custom Field (Name/Value) to Virtuous.
- Sales Force
- Can be configured in custom XML.
- Can be configured thru API and Webhooks.
- Aegis
- Currently not supported.
- Your Cause
- Currently not supported