Adjust gift, when Gift Aid has already been claimed

Alicia Lozano
Alicia Lozano
Sixth Anniversary Participant Facilitator 1
in Blackbaud Altru® General Discussions
We're doing a bit of data cleaning and we have come up with new funds and appeals. We thus need to go back and edit gifts on our database. Most of those gifts were eligible for Gift Aid and GA has been claimed.

I can't adjust the gift - it says that i need to adjust Tax claim - but isn't that only for the Gift Aid to be refunded?

How can we clean our data if we can't edit?

Comments

  • Tamara Christensen
    Tamara Christensen
    Ninth Anniversary Kudos 3 Name Dropper Participant
    Hi Alcia,

    I'm curious - I have yet to hear about Gift Aid. What is that?

    Also - perhaps it is a permissions issue and you need to add a system role?

    - Tamara
  • Alicia Lozano
    Alicia Lozano
    Sixth Anniversary Participant Facilitator 1
    Hi Tamara,


    I'm based in the UK and Gift Aid is a UK tax incentive that enables tax-effective giving by individuals to charities.


    It's not a permission issue. I contacted Blackbaud via the Chat and they gave me two solutions for this issue.

    We either refund the GA gift to HMRC and then claim back (which is not a solution i like at all) or globally delete the tax claim number for the gift that needs to be edited, make the change and then re-add the tax claim number. A bit fiddly but way more easier than refunding GA and claiming it back.

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