Exporting Gift Aid Declarations for HMRC

Your charity collected £13,035 in pledges. Of those, 50 donors ticked the Gift Aid box. That means £2,462.50 of free money waiting to be claimed from HMRC.

Here's how you get it.

Go to Reports

Tap Reports in the bottom navigation. You'll see your financial summary at the top — total received, total outstanding, collection rate.

Scroll to Gift Aid report

Scroll past the pledge status chart to the export section. You'll see two downloads:

1. Full data download — every donor, every pledge, every field in one CSV
2. Gift Aid report — only donors who ticked Gift Aid AND whose payment was received

The Gift Aid report shows:

• 50 eligible declarations
• £2,462.50 reclaimable from HMRC

One button. Done.

Tap the green Download Gift Aid Report button. The CSV downloads instantly with every field HMRC requires: donor name, address, postcode, date of donation, amount, Gift Aid declaration.

Upload it to HMRC's Charities Online portal. Claim your 25%.

That's the entire process. No spreadsheet wrestling. No cross-referencing donation records with declaration forms. PledgeNow captures the Gift Aid consent at the moment of pledging and only includes it in the export when the payment is confirmed.

The treasurer who used to spend a weekend preparing this? They'll finish in 30 seconds.

Start free → pledgenow.co/signup