A tailored Gift Aid maximisation strategy designed to increase eligible claims while maintaining full HMRC compliance. This includes reviewing donation journeys and donor communications to improve Gift Aid opt-in rates, identifying missed or under-claimed opportunities, and optimising processes to ensure every eligible donation is captured, validated, and claimed efficiently—maximising overall Gift Aid recovery without increasing compliance risk.

Automated checks confirm donor eligibility against HMRC Gift Aid rules, while secure digital capture and storage of Gift Aid declarations provide full audit traceability, complemented by intelligent validation of donor data—including name, address, date, and donation amount—to ensure every record is fully compliant before submission.

Seamless API submissions are made directly to HMRC, ensuring fast and accurate claim processing, with real-time monitoring in place to identify and automatically resubmit any rejected claims to maximise recovery, while comprehensive documentation and fully audit-ready donor records are provided for every submission.

Monthly reports provide clear visibility on claims submitted and recovered, supported by comprehensive year-end summaries for audit purposes, with all records securely stored in accordance with HMRC retention rules.

Continuous monitoring of HMRC regulations keeps your organisation fully compliant, supported by expert guidance and best practices to maximise the value of every eligible Gift Aid claim, proactive recommendations to strengthen internal processes and reduce compliance risk, and a dynamic team led by a Deloitte-trained assurance, compliance, and technology professional.