Gift Aid Setup

Most likely, Gift Aid is already setup and configured. The following may be some helpful information.

TR_GIFTAID_TYPE

Define Gift Aid Type in TR_GIFTAID_TYPE

TR_GIFTAID_RATE

Define Gift Aid rate in TR_GIFTAID_RATE

TR_GIFTAID_CONTACT_METHOD

Default values are fine here, but others can be added if needed.

TR_GIFTAID_DOCUMENT_STATUS

These are statuses that get recorded on a constituent’s declaration.

TR_GIFTAID_INELIGIBLE_REASON

Generally, there’s no need to make changes to the statuses

TR_GIFTAID_STATUS

Generally, there’s no need to make changes to the statuses

Payment Method Setup

Payment method needs “Gift Aid Indicator” checked

Fund Setup

Fund for pledge/gift needs a Gift Aid Type defined

Other Gift Aid Scope Considerations

Must be individual record (can’t be Household or Corporate customer type).  It is possible to transact on the HH, but customizations need to be made to the Gift Aid Status report to properly capture GA payments. ** For TR_IMPORT_CONTRIBUTION_SET setup with pledges, DO NOT select ‘Transact as Household’ unless you’re sure the payments will be correctly reported for households.

An Individual constituent record needs a declaration defined and enabled (valid date range and ‘Eligible’ selected). Also needs the Gift Aid Type, Contact Method, and Document Status defined.

An org can only claim Gift Aid for donations made by UK registered taxpayers. In Tessitura, a ‘declaration’ is how a constituent is identified as a registered UK taxpayer.

Gift Aid reports

Gift Aid Payment Update

Utility to retroactively update gift aid payment status after a declaration is added, or other config change

Gift Aid Payment Status

A report showing eligible Gift Aid payments