What's New In Raiser's Edge NXT For The UK: Include Gift Aid Tax Claim Amounts In Giving Totals

What's New In Raiser's Edge NXT For The UK: Include Gift Aid Tax Claim Amounts In Giving Totals

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With Gift Aid, donors can donate the tax amount of their gift as additional giving to your organisation. To best meet your needs, admins can now choose whether to include this tax claim amount in giving totals!

Admins! To choose whether to include the tax claim amount in giving totals, select Control Panel, Settings, Giving analysis; and then select Configure under Gift Aid. If you select Include tax claim amount in giving totals, Gift Aid appears in giving totals for:

Dashboards in Fundraising, Analyse or Reporting
Analysis on records of campaigns, funds, and appeals
Insights and measures in Analysis (for those with Report builder)

Regardless of whether you include the tax claim amount in giving totals, the Lifetime giving total on constituent records and lists includes Gift Aid, and the First gift, Latest gift, and Greatest gift totals exclude it. For more information, check out the Constituent Giving Help.

For more information, see the Gift Aid Help.

News Blackbaud Raiser's Edge NXT® Blog 11/06/2018 1:20pm EST

Added by Steve Stegelin

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