Confirming oral Gift Aid declarations

Updated a year ago

It's possible to collect Gift Aid declarations orally - in person, or over the phone. A signature or written statement is not a requirement. HMRC provide detailed guidance on this.

To ensure that an oral declaration declaration is valid, a confirmation email must be sent to the donor. Luckily, Beacon allows you to do this in a few clicks.

link How to confirm an oral declaration

  1. Create a new Gift Aid declaration for a person

  2. Set the method to "In person" or "Phone"

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  1. Click send confirmation

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  1. Make any relevant edits to the email, and then click send

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  1. The person will receive the email confirming their declaration:

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  1. The declaration will now be marked as confirmed

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Additionally, the email is logged to the person's timeline - important for an HMRC audit.

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