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DonorTracker Gift Aid Report

Neil Irwin's picture
This is a sample early draft of what a donor management database can do for you. It could potentially produce a Gift Aid report for your claim to HM Revenue and Customs at the click of a button.

While this is just an early sample of the sort of thing the proposed DonorTracker software could produce, the attached R68 Gift Aid Schedule Report is produced automatically by the database.

It would look up all donors who have a valid Gift Aid declarations and all of their donations that are Gift Aid eligible. The report then groups together their donations and producing a sum for them - and an overall total. This can easily be transferred to the R68 schedule. We can also explore later whether HMRC would even accept a later version as the claim form itself.

Also attached is the HMRC Gift Aid Schedule itself for cross reference.

Published Date: 
10 July 2009
AttachmentSize
R68new.pdf61.67 KB
R68 Gift Aid Schedule Sample Donor Tracker Print-out.pdf66.66 KB