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How Is Gift Aid Tracked In RaiseDonors?

Stephanie Larsen
  • Updated

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.
  • Sales Force
    • Can be configured in custom XML.
    • Can be configured thru API and Webhooks.
  • Aegis
    • Currently not supported. 
  • Your Cause
    • Currently not supported