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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:
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Donor details recorded |
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Record
of donations received with audit reports |
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Print donation receipts |
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Production
of repayment claims |
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Calculation of Transitional Relief due for the tax years 2008/9 to
2010/11. |
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Automatic printing of R68
claim form |
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Report
showing donations and their total value not yet claimed |
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Report showing donations not qualifying for a repayment claim
and the reason, e.g. Gift Aid declaration not received |
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Print
donor letters and statements on plain paper or letterheads |
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Produce
a written record for oral declarations |
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Store details of regular donations and update them
periodically to save re-entering all the details |
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Donations
can be analysed to funds/projects so that the tax is apportioned accordingly |
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Donation details can be exported to
Microsoft Excel® for
further analysis* |
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Import donor and donation data from
an Excel, csv or text file |
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Mail merge with
Microsoft Word® to produce member/donor
letters/envelopes/labels** |
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Design your own reports*** |
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Single-user or multi-user |
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User
level security |
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Can
be installed on a stand-alone PC or a network |
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Unlimited
number of donors and donations can be entered |
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Full
on-screen help files |
Additional
features in the optional Membership module include:
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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. |
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Generation of member subscriptions due, which are updated to
donation records for gift aid reclaim, where appropriate. |
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User
definable fields allow you to customize the system to match your organisations
requirements. |
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Record of volunteer information. |
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Members
record of attendance. |
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Subscription details can be exported to
Microsoft Excel® for
further analysis* |
* Microsoft Excel
2000
or higher required to use this
feature
** Microsoft Word 2007 or higher required to use this feature
*** Microsoft Access 2007 or higher required to use this feature |
