Gift Aid Declaration Form Template
Collect Gift Aid declarations from UK donors in a format HMRC accepts. Capture the details you need to reclaim tax on every eligible donation — past, present, and future.
Gift Aid lets UK charities claim an extra 25p for every £1 donated — but only when you have a valid declaration on file. Getting donors to complete a declaration in the moment, while their enthusiasm is high, is far easier than chasing them later. A clean, mobile-friendly form makes the process quick enough that donors complete it without hesitation.
This template captures the donor's full name, home address, confirmation that they pay UK tax, and their agreement to the Gift Aid declaration statement. A checkbox to apply the declaration to future donations means you claim on ongoing support without asking again. Date stamps on each submission create the HMRC-compliant record you need.
Charities, CICs, and fundraising teams embed this form on donation confirmation pages, send it via email after events, or include it in fundraising packs. Connect submissions to your donor database so Gift Aid status updates automatically. Bulk export declarations for your HMRC Gift Aid submission in whatever format your software requires.
The template includes the required elements — donor name, address, taxpayer status, and declaration statement. Review the final wording with your finance team to confirm it meets current HMRC guidance.
Yes — add a field asking if they want to apply the declaration to donations made in the past four years, as HMRC allows.
Connect Typeform to your CRM or donor management system via Zapier or a native integration so status updates automatically when a declaration is submitted.
Set up an email notification to deliver a summary of their declaration to the donor's email address at submission.
Include a note in the form explaining that donors should contact you if their tax status changes. Provide an easy way for them to cancel their declaration.
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