Receipts in different places
Small one-off donations and regular gifts can be easy to overlook.
Features / Charitable DonationsGenerosity, recorded.
Have we kept track of what we gave?
Generosity, recorded.
Details, not forgotten.
Charitable giving deserves better than a search through old emails at year end. A dedicated record makes the purpose and the practical details easier to find.
WHEN THE PICTURE ISN'T CLEAR
The questions behind the feature.
Gift Aid assumptions
A declaration alone does not establish eligibility or that every tax condition is met.
Incomplete planning inputs
A tax scenario can only use the donation records and assumptions supplied.
HOW IT HELPS
From scattered details
to useful context.
Keep donations, dates and relevant Gift Aid records together. Make it easier to review your giving and bring complete information to a tax-planning conversation.
- 01
Record the gift
Keep the charity, date, donor and cash amount together in the donations register.
- 02
Keep declarations in context
Record relevant Gift Aid information and flag details needing review rather than assuming every donation qualifies.
- 03
Include it in the discussion
Use complete records as inputs to the supported planning model and your professional tax review.
A CLEARER PLACE TO START
Bring the pieces together.
One family. One picture. More considered decisions.
Continue to the app