Add Donation

This screen is used to create and edit donation details.

Mandatory data fields are highlighted in red.

The SUBMIT button stores the information once it has been entered.

Note returning to a donation that has been created and stored a MEMORISE button is available to set up a memorised transaction for regular donations.

Where donation splitting has not been selected

See section below if donation splitting has been selected on Donor menu configuration

Donor

Select the donor making this donation

Auto-complete field names

Rather than a drop-down to select from a list, simply start typing and the system will identify any occurrences of the combination of characters entered and you select from that shorter list. As an example, type 'able' and the system will offer:

Able Contractors

Capable Cleaning

Reasonable Roofers

etc.

Adding new donor

If the combination of characters you enter does not provide any results, press tab and the system will know you need to add the donor and ask you to confirm the details. At this point add address, email contact etc if required.

In order to ensure that GASDS (Gift Aid Small Donations Scheme) donations are included in any GASDS claim a special system Donor is used. Allocate any small cash donations that are to be included to the donor .GASDS

When the .GASDS donor is selected clicking the GASDS SUPPLEMENT button offers a screen in which a cash analysis supporting the claim may be entered. Using this is not mandatory from a system perspective, but it may be useful for keeping a complete record for GASDS purposes. This is a users decision.

Date

Enter the date of the donation. This date will be used in any relevant gift aid claim.

The default format for the date is: d/m/yyyy e.g. 25/1/2007

Amount

This is the amount of the donation.

Donation Benefit Value

Where a donation attracts a benefit to the donor there may be implications on the gift aid that may be claimed.

Enter the value of any benefits the donation attracts and this will be tested by the system against the gift-aid benefit rules when the donation is included in a claim.

Please consult with a professional advisor for more information.

Fee

Where donations are collected on the organisations behalf by a third party there will often be a fee when passing on that donation. Enter the fee amount.

Deposit

The system will compute the difference (Donation less Fee) as the amount deposited to the organisation.

The accounting treatment is as follows (based on a £50 donation with £1 fee):

The Gift Aid claim will include the gross donation i.e. £50.

Deposit To

Select the account to which the receipt is to be recorded.

Income Account

Select the Income Account appropriate to the donation.

Fee Account

Select the Expense Account to be charged for any donation collection fees.

Fund

Select the fund associated with this donation.

Activity

If relevant select an activity associated with this donation.

Donation splitting has been selected

Reference<

Enter a reference to link the line items of the donation

Donor

Select the donor making this donation

Auto-complete field names

Rather than a drop-down to select from a list, simply start typing and the system will identify any occurrences of the combination of characters entered and you select from that shorter list. As an example, type 'able' and the system will offer:

Able Contractors

Capable Cleaning

Reasonable Roofers

etc.

Adding new donor

If the combination of characters you enter does not provide any results, press tab and the system will know you need to add the donor and ask you to confirm the details. At this point add address, email contact etc if required.

In order to ensure that GASDS (Gift Aid Small Donations Scheme) donations are included in any GASDS claim a special system Donor is used. Allocate any small cash donations that are to be included to the donor .GASDS

When the .GASDS donor is selected clicking the GASDS SUPPLEMENT button offers a screen in which a cash analysis supporting the claim may be entered. Using this is not mandatory from a system perspective, but it may be useful for keeping a complete record for GASDS purposes. This is a users decision.

Date

Enter the date of the donation. This date will be used in any relevant gift aid claim.

The default format for the date is: d/m/yyyy e.g. 25/1/2007

Deposit To

Select the account to which the receipt is to be recorded.

Adding the line item details of the Donation

The line items that make up the donation value now need to be added.

ADD ITEM button accesses the line item input.

SAVE ITEM button saves that line item in the screen. Clicking ADD ITEM button on each occasion allows user to enter further Line items. UNDO ITEM cancels the current line item data.

Income/Fee Account

Select an appropriate account to record the donation or a fee account if fees are being charged

Amount

This is the amount of the donation or fee. Note a fee is entered as a negative value

Fund

Select the fund associated with this donation.

Activity

If relevant select an activity associated with this donation.


Analysis Tab

Sponsored Event

If the donation is as a result of a sponsored event, select the event.

This will be used in any gift-aid claim

Reference and Memo

Enter any Reference or Memo information as required.

Gift Aid Claimed Externally

Tick this item if Gift Aid is claimed externally for this donation. This will ensure the donation is not included in Gift Aid claims generated in Liberty Accounts but will count the donation when calculating GASDS claim allowable.