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REGULAR GIVING, DONATIONS AND GIFT AID FACILITIES
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The donation management and Gift Aid facilities provided by Paxton Charities Accounting are very suited to the needs of churches. They can be run free standing in their own right or fully integrated into the accounts as a whole. Donations can be recorded against donor reference number, for example weekly envelope number, to preserve anonymity. Standing orders, weekly gifts and ad-hoc donations are all catered for and bookings can be made across a range of dates and funds from within a single screen.
Standing orders can be set to be weekly, monthly, quarterly, bi-annual or annual and a single donor may have more than one against them to cater for regular giving to, for example, the general fund and a youth fund. Each donor can also be listed as a weekly giver regardless of whether they have a standing order or are registered for Gift Aid. Any pledge a donor has made can be recorded for pure information purposes or possible comparison against actual recorded giving. Donations can be comprehensively analysed and there is a full audit trail whether or not Gift Aid can be claimed. If a donor is declared inactive you can preserve their audit trail whilst excluding them from appearing in future listings.
Donor information including giving within the previous accounting, calendar or tax year and for the current year to date can be exported for the purposes of creating thank you letters or other donor communications. Paxton Charities Accounting can also create a HMRC approved R68 Gift Aid Schedule for single or consolidated funds and provide a full audit trail to back this up if required. If you are running accruals accounts, Gift Aid due will accrue as donations are entered. An internal summary provides information as to how each Gift Aid schedule is distributed across your funds to facilitate accurate booking of the payment when it is received. This and any particular Gift Aid Schedule can be reprinted as required.
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