How do I claim Gift Aid on donations given via ChurchSuite Donate/GiveALittle?
Using a payment processor such as ChurchSuite Donate, Give A Little, LoveGiving, Stewardship, CAF, or ParishGiving Scheme provides an alternative way for donors to give to your church or charity, and makes it simple to claim Gift Aid.
You can claim Gift Aid on these donations directly via the payment processor.
Note: Because the Gift Aid declaration data for donors who have given via Give A Little is within Give A Little and not ExpensePlus it is typically more efficient to claim Gift Aid on GiveALittle donations through GiveALittle.
However, it is possible to claim through ExpensePlus.
Find out more here: Which donations are included in Gift Aid claims within ExpensePlus?
You can submit any number of Gift Aid claims to HMRC and different donations can be claimed through different payment processors.
Therefore, it might sound like a good idea to bring together all your donations to be claimed inside ExpensePlus. However, we do not recommend this and there are several drawbacks.
What are the drawbacks?
Where a payment processor captures Gift Aid details there are several drawbacks to trying to claim Gift Aid on these donations within ExpensePlus:
- It's additional work you just don't need to be doing - manually transferring donor Gift Aid declarations each month from ChurchSuite, GiveALittle or another system into ExpensePlus is time-consuming and tedious (particularly when you could just claim Gift Aid directly without doing this).
- You are likely to end up with errors - for example a written error when manually entering a donor's Gift Aid declaration information or entering declaration information against the wrong donor.
- It requires additional checks and updates - where donors Gift Aid a specific donation within ChurchSuite or GiveALittle you will have to create a new declaration within ExpensePlus each time the donor donates. Furthermore, there can be an 'income date lag'. Unless the income date of a reconciled donation is between the start and end dates of the declaration you add, the donation won't appear within Gift Aid claims in ExpensePlus and you will need to manually spot and update the declaration.
- ExpensePlus isn't anticipating that you are going to do this - you'll have to overcome the safeguards in place that make it easier for churches and charities directly claiming Gift Aid for donations originating from ChurchSuite/GiveALittle outside of ExpensePlus.
Any donations with the 'donation method' of 'ChurchSuite, GiveALittle' (or any of the other payment processors that are able to claim Gift Aid on your behalf) get automatically excluded from Gift Aid claims within ExpensePlus.
To get around this, if you still decide you would like to go ahead and claim Gift Aid on ChurchSuite / GiveALittle donations within ExpensePlus (we don't recommend this), then you will have to set the donation method of such donations as either 'card' / 'cash' / 'cheque' (i.e. NOT 'ChurchSuite' or 'GiveALittle') so that they get included within Gift Aid claims within ExpensePlus.
Try LoveGiving (the ExpensePlus integrated Donations Portal)
If you are reading this article, then you might want to consider switching to accepting one-off online donations via LoveGiving.
LoveGiving will provide you with an easy way to accept online donations and allow you to claim Gift Aid directly within ExpensePlus.
LoveGiving is equivalent to ChurchSuite Donate, JustGiving, etc., but is integrated within ExpensePlus. To find out more, click this link - LoveGiving (Online donations platform)
LoveGiving has low fees, is simple to set up, is easy to use, and offers streamlined Gift Aid handling.
To better understand the Gift Aid module, please view the module overview video here.