DONATION & GIFT AID MANAGER
FOR CHARITIES

Manage donations and claim gift aid easily using our unique online software that gives you and your team flexible access to your donors anytime, anywhere.

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Flexible working

Gift Aid Manager can be used as a standalone donation and donor management tool.  It can also be seamlessly integrated with Financial Manager.  It can even accommodate a two tier approach - ideal for a typical Diocese - Parish organisational structure.

Online Access and Maintenance Free

Access to our software is via online via the major internet browsers.  No additional software nor additional updates are necessary - we update the software as and when new releases are made.

All the Important Features

Gift Aid Manager ensures that all HMRC requirements are adhered to and that audit checks are in place to ensure donors and donations are accurately claimed.

Peace of mind

3SD takes care of your data's security and privacy automatically.  Backed up daily all data is securely stored onto our servers so even if your computer is lost or stolen your data is still perfectly safe.

Easy to use

Our software is designed to be easy and friendly to use by non-technical users.  We appreciate volunteers with little experience or training may need quick and hassle free access.

User Access Control

The access control facility helps you manage what the user can see and do once logged into our software.  Restrictions such as "No Access", "View Only" or "Full Control" can be set for many functions and views.  This means you can be assured that sensitive or confidential parts of the system remains only visible to those users that have the authority.

Integration

A unique selling point is our seamlessly integrated Financial Manager module that will filter the bank or cash entries you post into the software into the Gift Aid Manager for easy and quick allocation to a donor.

Single data set

You and your team can login anytime, anywhere and all access the same information.  Once data is saved, access to that financial information is instant

Features

• Donor and Donation management as per HMRC regulations.

• A two tier approach, ideal for a centralised administration set up.
• Manage One-Off, Cash (envelope) and Standing Order donations.
• Donor database tools.
• Easy set up and management of standing orders.
• Full archiving and back up of data.
• Data entered via module or seamlessly via Finance Manager.
• Generate thank-you and other letters, reports and labels.
• All reports are generated as PDF and exportable to excel.
• Automatic daily back up and security of data.
• Multiple Gift Aid claims can be made.

How our product compares....

Why integrate with Financial Manager

• Avoid duplication; all entries are filtered from Financial Manager.
• Increase audit trail; only reconciled bank transactions are claimed in Gift Aid
• Increases accuracy of claims as less manual data input is needed
• Indicate whether payments are cash (envelopes) or one-off in Financial Manager
• Set up Standing Order to automatically allocate to the donor record
• Automatic checking to ensure donor and donations details are valid
• Full overview of all organisations using the two tier "Diocese-Parish" style format.
• Claims can be made anytime during the year and donations locked thereafter

Take a look at Financial Manager | Watch more video demonstrations