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:- Navigate to
/evidence/donations - Select donations (up to 50)
- Choose match ratio
- 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
