Set up CRM to allow for Gift Aid

[RM88]

We are looking to set up our CRM and website/online forms to accept gift aid. 

We would then be required to store gift aid declarations on HS CRM. 

Has anyone set up this process before, would appreciate some guidance

[KSenette4 · Accepted solution]

@RM88 There are a few options for collecting and managing donations inside of HubSpot and the links shared by @melrho have some great explanations!

We have set up numerous nonprofits on HubSpot to help with donation management, so please feel free to reach out with anhy additional questions that you may have 🙂 

[KSenette4 · Accepted solution]

@RM88 There are a few options for collecting and managing donations inside of HubSpot and the links shared by @melrho have some great explanations!

We have set up numerous nonprofits on HubSpot to help with donation management, so please feel free to reach out with anhy additional questions that you may have 🙂 

[MandyDROS · Accepted solution]

@RM88 - likewise, happy to jump on with you and Karen to discuss the various ways we have done this for our clients. 

Do you capture your donations at the household or individual level?

Do you have any need to record soft or hard credits?  This information will help drive the solution that we would recommend! 

Cheers,

Mandy

[melrho]

Hi @RM88 ,

Thanks for reaching out to the Community! Great question! 

I wanted to share this related community thread where @MandyDROS  shares some solutions on donation management. In this community thread, @KSenette4 offers a few different options they've implemented for their clients as well.

Hope that helps!

All the best,
Mellissa