Donorfy + HMRC (Gift Aid) integration
Missing out on extra funds stops here
Imagine reclaiming Gift Aid on all eligible donations without the hassle of HMRC spreadsheet wrangling ...
With the Donorfy integration you can claim Gift Aid with just a click, transforming a time-consuming task into a simple process. The best bit? You'll never miss out on the additional funds your charity deserves.
We’ve acquired more income because of Gift Aid management and that’s made a huge difference.
Error free submissions
You can submit claims automatically and with confidence! Submitting Gift Aid claims manually increases the risk of errors, which can lead to rejected claims and lost funds.
Save time
Allow Donorfy to manage the complex and repetitive tasks of manual Gift Aid claims, giving your team the freedom to concentrate on your core mission.
Real time tracking
Stay informed! Once your claim is submitted, Donorfy regularly updates you on its status – whether it’s acknowledged, completed or requires attention.
Integration in action
Before Donorfy, Youth Talk hadn’t submitted a Gift Aid claim in over two years. After integration, they made a claim for £10,000 off the bat. This windfall provided crucial support for their initiatives, turning missed opportunities into significant and long-term gains.
"Donorfy has helped us streamline fundraising data a lot more, track our income better, and budget and forecast better."
Your questions answered
What are the benefits of the Donorfy + HMRC integration?
Donorfy automates the Gift Aid process from start to finish. It identifies eligible donations, builds your claim, and submits it directly to HMRC so your team spends less time on admin and more time on fundraising. Every claim is trackable, downloadable, and fully reportable from within Donorfy.
What do I need before I can submit Gift Aid claims from Donorfy?
You'll need to be registered with HMRC to claim Gift Aid, and have your Government Gateway/Sender ID, password, and HMRC Gift Aid Reference to hand. If you haven't registered yet, you can start the process at gov.uk/claim-gift-aid-online.
How often are Gift Aid claims submitted to HMRC?
At the end of each month, Donorfy automatically closes the Active Claim and moves it to Ready to Claim. You can then submit it manually, or wait for Donorfy to submit it automatically. You can also move a claim to Ready early if needed.
Can I claim Gift Aid on small cash donations without a declaration?
Yes, Donorfy supports the Gift Aid Small Donations Scheme (SDS), which lets you reclaim tax on cash and contactless donations of £30 or less without an individual declaration. SDS claims are submitted alongside your main Gift Aid claim.
Always check current HMRC guidance before claiming, as the rules can change.
Sync or swim? Take the next step:
Access Charity Suite
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No juggling multiple systems. No more losing supporters in the gaps.
The Access Charity Suite combines specialist charity tools across fundraising, volunteering, marketing, and more.
Whether you need one module or more, every tool is designed to be accessible, affordable, and built with your mission in mind.
Access Evo connects it all together - one secure login. Shared data. Built-in AI. Access Evo is the foundation of the Charity Suite, bringing your tools together in one, unified platform.
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