The Gift Aid process works in The Raiser's Edge in the following way:
- Configure the Tax Rate in The Raiser's Edge to ensure the Gift Aid is calculated correctly - BB343065
- (The tax reclaim formula is detailed in BB76605)
- Gift Aid Disqualification rules are configured to disqualify gifts based on user-defined preferences - BB262376
- A Gift Aid Declaration is added onto the constituent record - BB736170
- Run the Gift Aid report - BB736171
For more information on Gift Aid refer to HM Revenue and Customs website's FAQ's.