Collecting Declarations

Sometimes you have donors who have been contributing for a while but who never signed a Gift Aid declaration. This extension provides two things to help you chase those declarations up: a search to find the contacts, and a public form they can fill in.

Find contacts with a missing declaration

A SearchKit search is provided that lists contacts who have made one or more contributions in the last 4 years but do not have a Gift Aid declaration on file.

Go to Contributions > Gift Aid > Gift aid: Missing declarations (or visit civicrm/gift-aid-missing-declarations directly).

The search shows the contact name, the date of their most recent contribution and the contribution status they have. Because it's a SearchKit display you can use the normal Action menu, for example to email the selected contacts a link to the declaration form (see below).

Public Gift Aid Declaration form

A Form Builder (Afform) form is provided so donors can submit a declaration themselves without needing a CiviCRM login. The form lives at civicrm/gift-aid-declaration and uses the standard Afform page token permission so it can be sent out via an email link.

The form asks for first name and last name (these are auto-filled when the contact opens it via a token link), the Gift aid eligibility, and the address and postcode. The start date, given date and source fields are filled in for you - source is set to Gift Aid Declaration Form so you can tell later which declarations came in this way.

A token is available for this form, so you can insert a link to it directly from a message template / mailing.

Putting it together

A typical workflow is to open the Missing declarations search, pick the contacts you want to write to, and use the Email task to send them a message template containing a link to the declaration form. When they fill it in their declaration is created in the normal way - see The Gift Aid Declaration for how new declarations are handled if the contact already has one.