Gift Aid Software

Gift Aid Software		A Record Keeping System for Charities

The Purpose of the Gift Aid Software What the Gift Aid Software provides What the Gift Aid Software costs Operating Systems Supported How to Obtain the Gift Aid Software Manual (in pdf format) Tutorial (in pdf format) (pdf files require Adobe Acrobat which can be downloaded free) Welwyn Home Page

The Purpose of the Gift Aid Software The Gift Aid system allows tax to be reclaimed by charities on all donations where the donor pays tax and makes a declaration that he or she wishes the charity to reclaim that tax. In order to reclaim the tax the charity must keep detailed records of both donors and their donations such that the payment can be traced from the donor to the charity’s bank. The application is designed to help maintain these records and enable the charity to reclaim tax from the Inland Revenue.

What the Gift Aid Software provides Stores details of a single charity including the Inland Revenue claim reference. Stores the Charity’s Bank details to which donations are normally made Records donor names and addresses together with a record of the last Gift Aid declaration (as required by the Inland Revenue). Envelope scheme numbers linked to the donor concerned. A record of donations made by each donor together with the fund or purpose for which the donation was given. Support for any number of funds or purposes. Printing of a Gift Aid declaration in the format recommended by the Inland Revenue together with a bank standing order. The ability to create claims for tax repayment for any period where a single tax rate applies using the form R68 specified by the Inland Revenue. Automatic generation of continuation pages with brought forward and carried forward figures. Calculation of the tax repayment amount printed on the last page of the claim. Extensive reports for any period, on screen or printed, of donors and donations together with the tax recovery. Reports for any period of total donations by fund together with the tax recovery. Specific reports for envelope donations to aid auditing. Records of forecast donations together with reports to aid budgeting and prediction of future income. Full backup and restore capability.

What the Gift Aid Software costs The software is available on CD for a nominal charge of Ł20 to cover administration costs and post and packing. A demonstration CD is also available for a cost of Ł5. This is a full copy of the software but with restricted functionality.

Operating Systems Supported The Gift Aid software will run under Windows 98, Windows ME, Windows NT4 Service pack 6, Windows 2000 Service pack 3 and Windows XP. No other operating systems are supported.

How to obtain the Gift Aid Software Send a cheque for Ł20 payable to Welwyn St Mary's PCC (or Ł5 for the demonstration CD) to : Mr P Brooks, 20 Roman Way, Welwyn, Herts AL6 9RJ.