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UK clients can capture and store a customer’s Gift Aid status online and in the Desktop.

When customers create their accounts (or update them) online, they can select a check box confirming that they want to apply Gift Aid to their donations.

When it is selected, the current date is set in the 'Gift Aid Active Date' field. The date does not update if it is deselected, but it does if it is selected again.

The check box is also available on the Customer Services - Customer|Basic page.

To enable Gift Aid declarations:

1.Open Application Security from the Desktop.

2.Select the Groups tab.
The Group|Search page appears.

3.Search for and select the WebSales group.
The Groups|Basic page appears.

4.Select the Content tab.
The Group|Content page appears.

5.Select the Online property.

6.Hold CTRL and select Customer Gift Aid.

7.Select the Customer Services property.

8.Hold CTRL and select Customer Gift Aid.

9.Click 'Apply'.
A window confirms that the group was updated.

10.Click 'OK'.

11.Open the Registry from the Desktop.

12.Navigate to the Registry::EN::Application::Online::Accounts::Fields node.

13.The 'Gift Aid Long Label' field contains the legal text required by the UK government:
 
I would like to apply Gift Aid to my donations, including future donations and donations I have made in the past 4 years, to <organization name>. I am a UK taxpayer and understand that if I pay less Income Tax and/or Capital Gains Tax than the amount of Gift Aid claimed on all my donations in that tax year it is my responsibility to pay any difference. I understand <organization name> will reclaim 25p of tax on every £1 that I have given.
 

14.Update both instances of <organization name> with the actual name of your organization.

15.Optionally, update the prompt text in the 'Gift Aid Short Label' field.

16.Click 'Apply'.
A banner confirms that the Registry was updated.

The 'Gift Aid Eligible' and 'Gift Aid Active Date' fields can be used in New BI as criteria and as result members to identify customers who have an active gift aid declaration.

If you are already storing these values marketing fields, you can use the Customer Update script to set the values in the new fields.