Getting started, funds and Gift Aid

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  • Getting Started with Aedon.Charities

    Get started with Aedon.Charities: the app's tabs, funds as an analysis code, SORP classifications on nominal codes and what you need to claim Gift Aid.

  • Gift Aid Declarations and Eligible Products

    Record a donor's Gift Aid declaration on their contact and mark donation products as eligible, so their donations can be included in a Gift Aid claim.

  • SORP Reports: SoFA and Balance Sheet by Fund

    Find and run the charity SORP reports in Aedon.Accounting: the Statement of Financial Activities (SoFA) and balance sheet by fund, in the SORP report folder.

  • Donor Gift Aid Statements

    Create a Gift Aid statement PDF for a donor from the Donor Activity tab, listing their donations, tax claimed and gross gift for a UK tax year.

  • Transferring between Funds

    Move money from one fund to another with a Bank Payment out of the giving fund and a Bank Receipt into the receiving fund.

  • Claiming Gift Aid from HMRC

    Claim Gift Aid from HMRC in Aedon.Charities: add your charity's Gift Aid details, check which donations are ready to claim, then submit and track the claim.