Welcome to 'Gift Aid Accelerator for Fundraising and Engagement' - your ultimate solution for automating and streamlining the submission of Gift Aid claims to HMRC. This comprehensive package, specifically designed for users of Microsoft Cloud for Nonprofit (MC4N) with Fundraising and Engagement, ensures accuracy, compliance, and efficiency in managing every aspect of Gift Aid claims.

Prerequisites:

To utilize the full potential of the 'Gift Aid Accelerator', it is essential to have MC4N and Fundraising and Engagement already installed, this is inclusive of licenses including Dynamics 365 Sales Enterprise. For organizations yet to adopt these platforms, we offer a bundled solution with our 'Fundraising Foundation' service, providing a seamless integration experience.

Key Features:

Declarations:

Capture Gift Aid Declarations Effortlessly: Add new declarations for donors, detailing type, source, dates, address, campaign, etc.

Automatic Declaration Name Generation: Streamlined and configurable for ease of processing.

Selection:

Identify Eligible Donations: Select transactions within a specified period for Gift Aid claims.

Review and Analysis: Assess eligibility and address any issues of ineligibility.

Validation:

Ensure Compliance: Validate donation records to meet HMRC's requirements.

Handle Invalid Claims: Correct any discrepancies through manual intervention.

Batch Submission:

Customizable Batch Sizes: Submit donations to HMRC in batches tailored to your needs.

Monitor Submission Status: Track each submission with detailed transaction visibility.

Generate Designated Credits: Automatically create credits worth 25% of the donation amount.

Backsweeps:

Reevaluate Transactions: Review all transactions within a specific period, irrespective of their previous status.

Detailed Review Process: Analyze gift aid status and identify eligible transactions for submission or revocation.

Refunds & Reversals:

Transaction Reversal Management: Reverse transactions securely and efficiently.

Comprehensive Reversal Handling: Ensure accurate processing and record-keeping of reversals.

Daily Reversal Processing: Manage and process reversal requests promptly.

Benefits:

Maximize Efficiency: Drastically reduce manual efforts and enhance accuracy in Gift Aid claims processing.

Assured Compliance: Guarantee adherence to HMRC's guidelines, minimizing errors and rejections.

Real-time Tracking: Keep a close eye on the status of each submission and reversal.

Customizable Processes: Adapt the solution to fit your specific operational needs.

Conclusion:

The 'Gift Aid Accelerator for Fundraising and Engagement' is not just a tool but a strategic asset for your organization. It brings a new level of proficiency to managing Gift Aid claims, ensuring that you maximize your reclaims while adhering to compliance standards. Streamline your Gift Aid management with this advanced, efficient solution.

MC4N Gift Aid add on 30 Day implementation

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