Donorfy Training: Gift Aid

About this course

Grow your Donorfy knowledge with Donorfy Training: Gift Aid.

During this 3-hour session, you will learn how to configure your Gift Aid settings, manage donations that are applicable for Gift Aid and understand how to claim Gift Aid with ease within your Donorfy. You will also have the opportunity to practice for yourself within our training environment.

Whether you are new to Donorfy, or simply need to refresh your knowledge, this course is for you.

Prerequisites

Before starting this course, if you are new to Donorfy we recommend taking our Donorfy Training: Fundamentals I and Fundamentals II training courses.

Next Course: August 10th, 9.30am – 10:30am

Course Delivery: Live Group Training by webinar

Price: £195 (+VAT) or sign up to our unlimited Donorfy Training Bundle

This course will cover:

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Understand what gift-aid is within Donorfy

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Explore the ways in which Gift Aid is donated

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Learn how to set up a Gift Aid declaration on a constituent timeline

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Discover what a gift aid declaration looks like on a transaction

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Learn how to declare Gift Aid on a donation

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Learn how to configure Products and Payment Methods as gift-aidable

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Discover how to set up your HMRC integration to claim Gift Aid

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Understand the process of how to claim Gift Aid

“It’s been a pleasure to work with DonorCare, and the impact your support will have will be far reaching. The move for us to a better, more efficient system, will cut costs, save time and help us raise more income to help people affected by homelessness in our community. So thank you!”

Amy Hinks
Booth Centre

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Contact DonorCare

To sign up for this course, fill in the form below – specifying the course title in the ‘How can we help?’ section.