Select the charity claims reference number for your organisation to associate with the declaration.

For information about how to configure charity claims reference numbers for your organisation, see the Revenue Guide.

If your organisation associates declarations with separate reference numbers, Her Majesty’s Revenue and Customs (HMRC) requires a separate form R68 Gift Aid schedule for each reference number.

Select the date the constituent makes the declaration.

Select the date the declaration becomes active.

Select the date the declaration is no longer active. If the declaration has no end date, leave this field blank.

After your organisation sends a letter to confirm an oral declaration, the constituent can cancel the declaration within a set grace period. If the constituent cancels an oral declaration within the grace period, enter the same date as the start date.

Select how the constituent makes the declaration. You can select Written, Orally, or Internet.

If the constituent makes an oral declaration, your organisation must send a letter to the constituent to confirm the declaration in writing.

Select how your organisation persuades the constituent to make the declaration. Your system administrator specifies the selections available in this field. Your organisation can use this information to determine which methods most effectively solicit Gift Aid declarations.

If digital images of the documents associated with the declaration exist, check this checkbox. For example, if your organisation uses Blackbaud Gift Aid to manage and store your Gift Aid declarations and scanned images of this declaration exist, check this checkbox.

Select whether the constituent pays UK income tax.

Select the status of the constituent, such as Employed. Your system administrator specifies the selections available in this field.

If the constituent makes an oral declaration, select the date your organisation sends a letter to the constituent to confirm the declaration in writing.

After your organisation sends a letter to confirm an oral declaration, the constituent can ccancel the declaration within a set grace period. If the constituent cancels an oral declaration within the grace period, select the date the constituent returns the completed letter to confirm the declaration.