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CiviCRM GiftAid - Proposed improvements for 4.2

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Rajesh:
GiftAid has been ported to a Civi Extension for 4.2. Hope it will make Joomla folks happy, as there were requests to port the module as a Joomla Plugin :)

Before we make the release, we would like to make few changes in the structuring of the custom data, which will make more sense. No major changes in the functionality, But there are few changes in structuring the custom data group and giftaid report. Below is the list of fields under the 2 custom data group

Gift Aid Declaration

- UK Tax Payer (Radio)
- Address (View only - copied from Contact data when the declaration is created)
- Postcode (View only - copied from Contact data when the declaration is created)
- Start Date (Date)
- End Date (Date)
- Reason Ended (Alphanumeric)
- Source (Alphanumeric)
- Notes (Note)
- Scanned declaration (File)


Gift Aid

- Eligible for Gift Aid (Radio)
- Gift Aid Amount (View Only)
- Batch Name (View Only) – Useful but not required

Following columns in Giftaid report (which extends 'Contribution' custom groups)
- Name of donor
- Date of Payment
- Donation Amount
- Gift Aid Amount

The above changes are proposed based on the feedback from existing users of the giftaid module.

Any more ideas/suggestions out there?

Michael McAndrew:
that is very cool news - nice one :)

Rajesh:
One more feedback:

Regarding the address for giftaid declaration, it needs to be the contact's home address (http://www.hmrc.gov.uk/individuals/giving/gift-aid.htm#2) for the declaration to be valid.

Changes required
- Change the 'GiftAid' profile to use address fields of Location type: Home
- Copy the Contact's home address, post code to giftaid declaration, when the declaration is created
- Do we need to display a error message? - when a offline giftaid declaration is created or gift-aidable contribution is created for a contact who doesnt have a home address

TimG:
Thanks for the work guys, this is looking good.
A couple of questions:
Can we flag payments through the system as 'gift-aidable' or 'Not gift-aidable' as only donations can be gift-aided - if the payment is for a tangible reward then it can't be gift aided - eg donation for a sponsored walk would be eligible, payment for an event wouldn't be. Memberships are a grey area; in our particular case we reckon memberships are eligible but others find their case isn't

Gift Aid applies to *any* donation made after the declaration date, even if the donor didn't explicitly say so on the subsequent donation - will the report show all relevant donations or just ones where the donor ticked the box for that particular donation

Rajesh:

--- Quote from: TimG on May 17, 2012, 02:19:43 am ---Can we flag payments through the system as 'gift-aidable' or 'Not gift-aidable' as only donations can be gift-aided - if the payment is for a tangible reward then it can't be gift aided - eg donation for a sponsored walk would be eligible, payment for an event wouldn't be. Memberships are a grey area; in our particular case we reckon memberships are eligible but others find their case isn't

--- End quote ---

Previously when import the custom data, it is imported to used for 'Contributions' - 'Any'. Now i have changed the import xml to mark it to be used for 'Contributions'. After import, you can edit the settings for the 'Gift Aid' custom data group (which has the 'Eligible for Gift Aid?' field) to be used for only specific contribution types (eg. only donation)


--- Quote from: TimG on May 17, 2012, 02:19:43 am ---Gift Aid applies to *any* donation made after the declaration date, even if the donor didn't explicitly say so on the subsequent donation - will the report show all relevant donations or just ones where the donor ticked the box for that particular donation

--- End quote ---

Donor or the admin (doing offline contribution) should set the 'Eligible for Gift Aid?' field to 'yes', to make the contribution gift-aidable, and only those contributions for which 'Eligible for Gift Aid?' field is 'yes' can be added to a batch. The report is just a list of contribution in a specific batch.

Present Process flow
1. Create contribution ( Set 'Eligible for Gift Aid?' field to 'yes' )
2. Search for contributions and select 'Add to Gift Aid batch' in actions menu
3. Only contributions for which 'Eligible for Gift Aid?' field is 'yes' and the related contact have a valid gift-aid declaration, are allowed to be added to the batch
4. Create batch
5. Can view the batch report (which shows the contributions in the batch)

Hope this is clear enough.

Let me know....

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