|
|
 |
Version 3.3 is
now available which includes the
revised R68 Gift Aid claim forms and allows claims by accounting period
rather than tax year. It also uses the new features in
Microsoft
Access®
2007 such as tabbed windows , improved search and filtering, date picker
and auto-resize forms. |
|
This easy-to-use software will make managing your membership,
recording donations and processing repayment claims a simple process, so that all
donations whether large or small, regular or one-off can qualify for tax relief.
Gift Aid Manager
is a Microsoft
Access®-based application consisting of two modules; Gift Aid & Membership.
The main features of the standard Gift Aid module include:
| |
 |
Donor details recorded |
| |
|
Record
of donations received with audit reports |
| |
|
Print donation receipts |
| |
|
Production
of repayment claims |
| |
|
Automatic printing of substitute form R68
claim forms,
approved by HM Revenue & Customs, on plain paper to save hand writing the claim form |
| |
|
Report
showing donations and their total value not yet claimed |
| |
|
Report showing donations not qualifying for a repayment claim
and the reason, e.g. Gift Aid declaration not received |
| |
|
Print
donor statements on plain paper or letterheads |
| |
|
Produce
a written record for oral declarations |
| |
|
Store details of regular donations and update them
periodically to save re-entering all the details |
| |
|
Donations
can be analysed to funds/projects so that the tax is apportioned accordingly |
| |
|
Donation details can be exported to
Microsoft Excel® for
further analysis* |
| |
|
Mail merge with
Microsoft Word® to produce member/donor
letters/envelopes/labels** |
| |
|
Design your own reports*** |
| |
|
Single-user or multi-user |
| |
|
User
level security |
| |
|
Can
be installed on a stand-alone PC or a network |
| |
|
Unlimited
number of donors and donations can be entered |
| |
|
Full
on-screen help files |
Additional
features in the optional Membership module include:
| |
|
Separate
member name and address fields so that the member and donor can be different. For example,
the member could be a family and the donor could be either the husband or wife. |
| |
|
Generation of member subscriptions due, which are updated to
donation records for gift aid reclaim, where appropriate. |
| |
|
User
definable fields allow you to customize the system to match your organisations
requirements. |
| |
|
Record of volunteer information. |
| |
|
Members
record of attendance. |
| |
|
Subscription details can be exported to
Microsoft Excel® for
further analysis* |
* Microsoft Excel
2000
or higher required to use this
feature
** Microsoft Word 2000 or higher required to use this feature
*** Microsoft Access 2000 or higher required to use this feature |
