How It Works
A simple process designed to give charities a clear first view of possible Gift Aid opportunity and the right next step.
1
Upload your CSV
Share your donation data in CSV format through the audit form on the homepage.
2
Receive an initial Gift Aid summary
We generate an initial view of the data to highlight possible Gift Aid opportunities.
3
We review your submission and follow up
Our team reviews the submission and contacts you with the next steps and any early observations.
4
Book a call for a full audit
If the opportunity is a good fit, you can book a call to discuss a fuller audit review.
Once you upload your file and send your details, we use that submission to provide an initial summary and guide you towards a fuller review where appropriate.