Adding, linking and revoking donor declarations
Declarations should be kept up to date so GiftAider can make clearer decisions during validation and claim preparation.
- Add the declaration to the correct donor.
- Record the date signed.
- Choose the declaration method, such as written, email, web or SMS where available.
- Link the declaration to relevant donations where the workflow allows it.
- Revoke declarations that no longer apply.
- Review affected donations before preparing a claim.