Connecting Your Zeffy Account to Swiftaid to claim Gift Aid
🇬🇧 Gift Aid is a UK government programme that adds 25% to eligible donations from UK taxpayers at no cost to your non-profit. It is only available for UK charities that are registered with HMRC for tax purposes.
You can connect your Swiftaid account to offer Gift Aid on your donations by following these steps:
Login to your Zeffy Account
Go to the "Finances" tab to link your organization's bank account under the "Payout" section
After connecting your organization's bank account, you will be prompted to connect your Zeffy account to Swiftaid :
Login to your Swiftaid account in a separate tab
Once in your Swiftaid account, click on “Donation sources”
Add Zeffy to your donation sources
Come back to Zeffy to click “Check my Swiftaid connection”
How will Gift Aid look on my forms?
When a donor goes to make a donation, their screen will look like this:
Once your donor has selected their donation amount and if your account is connected to Swiftaid, the option to claim Gift Aid will show up like this:
Your donor will be asked to confirm the following information:
Can I have Gift Aid enabled on only some of my forms?
No, it is not possible to have GiftAid showing only on some forms. If GiftAid is enabled, it is enabled on all of your eligible forms. Eligible forms are listed below:
What forms/purchases can Gift Aid be claimed on?
Gift Aid is offered on on your donation forms, your peer-to-peer campaigns, and any forms which have additional donations enabled. Please note, for forms with additional donations Gift Aid will only be applied to the additional donation.
Gift Aid cannot be claimed on ticket or item purchases, meaning it cannot be claimed on event forms or online shop forms. Gift Aid is also not currently available on payments processed through the Tap to Pay app.
Can I connect to Swiftaid after creating my account?
Yes! You can connect to Swiftaid after creating your account by following these steps:
Click on your name in the bottom left corner of your account
Click on "Settings"
Under Organization, click on "Connect Swiftaid"
Follow the instructions on your screen to connect to Swiftaid, which will enable Gift Aid on your eligible forms
My organization is not eligible for Gift Aid - can I still use Zeffy?
Yes! You do not need to be eligible for Gift Aid, but you can still use Zeffy. When creating your Zeffy account, you will be required to provide your Registered Charity Number or Companies House CRN for verification purposes.