What is the process for claiming Gift Aid?

The process for claiming and sending Gift Aid to nonprofits is as follows:

1. A UK user donates to a UK nonprofit on the platform and opts to claim "gift aid" in the donation form.
2. Over the calendar quarter, UK donations made through Charitable Giving are collected. 
3. Charitable Giving reports on these donations at the end of the quarter and submits claims to HM Revenue and Customs (HMRC).
4. HMRC reviews and approves claims, and calculates the amount of Gift Aid owed to nonprofits. As these donations are tax-exempt, HMRC refunds approximately 25% of the donation. 
5. HMRC sends the total amount to Charitable Giving. 
6. Charitable Giving redistributes Gift Aid to the nonprofits for the original donations.

What donations are eligible for Gift Aid?

The following conditions must be met for a donation made on the Benevity platform to be eligible for Gift Aid: 

• The donation is made by a UK taxpayer to a UK nonprofit. 
• The donor’s information is accurate. E.g. address. 
• The donation was not made using Apple Pay or payroll deduction.

There may be additional criteria considered by HMRC on the eligibility of the claim.

Learn more about Gift Aid and how to report on Gift Aid disbursements.