Donation Tracking Module

The Donations module provides comprehensive tracking of charitable giving across multiple payment sources, with company matching and Gift Aid support.

Key Features

Multi-Source Tracking

Payroll, JustGiving, CAF, bank transfer, cash, and more

Company Matching

1:1, 2:1, or 3:1 company match programs

UK Gift Aid

Automatic 25% reclaim tracking and documentation

Multi-Currency

Live exchange rates for international giving

Donation Sources

Company Matching

Organizations can configure matching programs:

Bulk Matching (Admin)

Admins can process multiple donations at once:
  1. Navigate to /evidence/donations
  2. Select donations (up to 50)
  3. Choose match ratio
  4. Confirm to apply

Gift Aid (UK)

For UK taxpayers, Gift Aid allows charities to reclaim 25% from HMRC:
Gift Aid eligibility is tracked per donor. The system automatically calculates and displays potential Gift Aid on all eligible donations.

API Usage

Milestones

Celebrate donor achievements:

Email Notifications

PDF Tax Receipts

The system generates compliant PDF receipts:
  • UK tax year calculation (April 6 - April 5)
  • Gift Aid declaration and reclaim amount
  • Charity registration details
  • Donor information
  • Redis-cached for performance

Compliance Mapping