Joint gift aid declarations

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James Redding
James Redding ✭
Ninth Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
Does anyone capture joint gift aid declaration made by couples livving at the same address?  If so how do you store this information on RE?   


My assumption is that RE won't check if a spouse has a valid declaration if the donor hasn't got one.  In which case any joint declaration will need to be added to both of the couples records.  Is there any other way to handle this?
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  • Owen Gibson
    Owen Gibson ✭
    Ancient Membership Facilitator 1 Photogenic
    Hi James

    We switched to RE7 just over 4 years ago from a database with a single joint record for spouse pairs - we have found it easier to create separate records for these pairs and ask each for an individual declaration. You are right in saying RE won't apply Gift aid to a donation made by one member of a couple if only the other has the declaration. Moving forward it also makes it easier if one member of the couple stops paying tax.


    Hope this helps


    Owen


     

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