Income management & Gift Aid for smart charities

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Income Processing and Gift Aid Image for Donorfy Charity CRM

Show me the money (tools)

You’re doing the hard work of raising funds — we’ll help you keep track of it, reclaim more of it and stay compliant as you grow.

Donorfy's flexible tools are designed to reduce admin, keep your data clean and make sure nothing slips through the cracks. So, you can spend less time chasing numbers, and more time raising them.

What you can do with Donorfy's income tools

Donorfy gives you the freedom to manage, monitor and report on your income in a way that works for your charity - whether you’re grassroots or global.

All your income, one place

Keep track of donations from every source in one clear, central system. 

Gift Aid without the grind

Make reclaiming Gift Aid feel less like work and more like winning.

Reports you’ll actually use

Know what’s coming in, where it’s going - and how it’s performing.

Stress free compliance

Keep everything safe, secure and above board, reducing risk - and paperwork.

Multicurrency, made manageable

Fundraising across borders? Donorfy makes multicurrency donations a breeze.

Books that balance themselves

Connect Donorfy with tools like Xero to keep your income in sync.

Your day to day

Donorfy’s income tools are designed to handle the real-world complexity of fundraising.

Whether it’s card payments, standing orders or good old cheques, you can log, split and allocate every donation in a way that makes sense for your team.

You can upload high volumes of transactions in one go, reduce manual effort with batch entry tools, and ensure donations are properly credited. And, when it's time to say thanks? Donorfy can trigger personalised thank-you emails or mail merge letters automatically, too.

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Gift Aid made easy

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Automate claims, stay compliant and maximise your revenue. Make every eligible donation go further – without the admin. 

How other charities are simplifying income management

CUSTOMER STORIES

You’re not alone — charities across the UK are using Donorfy to save time, boost revenue and streamline their income processes.

teenage boy in blue short talks to a Youth Talk charity therapist
Youth Talk

This small-but-mighty charity claimed £10,000 in Gift Aid straight off the bat, using Donorfy’s built-in tools.

Operation Smile (10)
Operation Smile UK

By automating data and finance processes, Operation Smile has saved dozens of hours each month, freeing up time for fundraising.

Longfield Meadow
Longfield Hospice

Longfield achieved a 27x return on their summer campaign — supported by Donorfy’s real-time income insights and tools.

Charities making every penny count

GOOD COMPANY

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  • How does Donorfy help with Gift Aid claims?

    Donorfy automates Gift Aid collection on eligible donations and lets you submit claims directly to HMRC in just a few clicks. It also stores and manages supporter declarations securely, so you stay fully compliant without the admin burden.

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  • How do I ensure my charity's income records are HMRC-compliant?

    Maintaining accurate records is crucial. Ensure you have valid Gift Aid declarations for each donor, keep detailed records of all donations, and regularly update donor information. Using a CRM like Donorfy can help automate and manage these records efficiently.

  • How long does a Gift Aid claim take with Donorfy?

    Once submitted through Donorfy, Gift Aid claims are typically processed by HMRC within 5–10 working days. You’ll get a confirmation when it’s submitted, and you can track the status of each claim within your Donorfy dashboard.

  • Can I track income from different sources in Donorfy?

    Yes! Whether it’s direct debits, card payments, standing orders, cheques or online giving platforms like JustGiving or Enthuse -Donorfy keeps everything in one place and makes it easy to view and report on.

  • Does Donorfy support multiple currencies?

    It does. You can log donations in a supporter’s preferred currency and Donorfy will automatically convert it into your home currency for consistent reporting. Perfect if you’re fundraising across borders!

It all adds up with Donorfy

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