• Replies 7 replies
  • Subscribers 413 subscribers
  • Views 52 views
  • Users 0 members are here
Related

Gift Aid eligible donations showing as Out of Scope

Francesca Morris
$organization

Hi

I am going through our Gift Aid claim for this financial year and I have a few donations which I know are eligible for Gift Aid showing up as Out of Scope. I'm wondering what could be affecting these donations - whether it's how funds/membership has been set up, putting donations on households or something else? We're part of a Tessitura consortium so I can't necessarily see how everything has been set up in the background.

Thanks for any help you may be able to give!

Francesca

  • $organization

    Could it be the payment type? CAF cheques and certain other payment types show as out of scope for us.

    Usually, if we see an odd 'out of scope' it's either

     

    • been moved 'on account' when adjusted, 
    • the initiator hasn't been factored into the contribution and the declaration hasn't been picked up. Once adjusted and added it, it tends to kick in.
    • the declaration date hasn't 'stuck' - sometimes temporarily changing the received date back one day forces the GA transactions to update
    • The fund isn't eligible OR the GSV on the fund/membership hasn't been yet fulfilled.
    • The contribution is also credited to a creditee type that isn't eligible for GA, (check TR_CREDITEE_TYPE for these indiactors)

     

     



    [edited by: Victoria Carlin at 7:36 AM (GMT -6) on 20 May 2015]
  • $organization in reply to Victoria Carlin O'Brien (Past Member)

    Thank you Victoria! I'll try some of these things and see if they work.

     What do you do if it is the payment method affecting the status and you know the payment is eligible?

  • $organization in reply to Francesca Morris

    Sorry for the delay, I'd look into the set-up of that payment type and check it's not blocking the eligibility. If the payment type is ineligible then the payment can't be, for example for us CAF cheques are always ineligible so even if the person giving the money is eligible, we cannot claim gift aid on that donation. 

    Is the fund definitely set-up as eligible in references?

    Victoria

  • $organization

    Check these areas:

     

    1.       The Constituent’s Type has Gift Aid indicator ticked in TR_CUST_TYPE.  Depending on your setup, it could very well be that households have Gift Aid disabled.

    2.       The Fund for the contribution has the correct Gift Aid Type defined.

    3.       The Payment Method in use has Gift Aid Indicator ticked in Payment Method setup (Campaigns/References window).

     

     

    =>Ryan Creps

    @Tessitura Network

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Francesca Morris
    Sent: Wednesday, March 25, 2015 10:42 AM
    To: Ryan Creps
    Subject: [Tessitura Development Forum] Gift Aid eligible donations showing as Out of Scope

     

    Hi

    I am going through our Gift Aid claim for this financial year and I have a few donations which I know are eligible for Gift Aid showing up as Out of Scope. I'm wondering what could be affecting these donations - whether it's how funds/membership has been set up, putting donations on households or something else? We're part of a Tessitura consortium so I can't necessarily see how everything has been set up in the background.

    Thanks for any help you may be able to give!

    Francesca




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization in reply to Francesca Morris

    Hi Francesca

    Another situation that we've had is that if one person in a household has an eligible declaration and the other person in a household has a declaration of ineligibility, the ineligible declaration overrides the eligible one and Tessitura doesn't see any of the donations on the household as claimable. To fix this we've moved to recording ineligibility as an attribute.

    Karen 

  • $organization in reply to Ryan Creps (Past Staff Member)

    Hi Ryan,

    Thank you for your help!

    It turned out it was a problem with the fund and the Gift Aid type. I hadn't realised that some of our funds hadn't been set up correctly with the gift aid field.

    Thanks for your help!

  • $organization

    Glad to help and glad that you’re back on track!

    Best,

     

    =>Ryan Creps

    @Tessitura Network

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Francesca Morris
    Sent: Friday, April 10, 2015 8:06 AM
    To: Ryan Creps
    Subject: RE: [Tessitura Development Forum] Gift Aid eligible donations showing as Out of Scope

     

    Hi Ryan,

    Thank you for your help!

    It turned out it was a problem with the fund and the Gift Aid type. I hadn't realised that some of our funds hadn't been set up correctly with the gift aid field.

    Thanks for your help!

    From: Ryan Creps <bounce-ryancreps9649@tessituranetwork.com>
    Sent: 4/7/2015 8:07:29 PM

    Check these areas:

     

    1.       The Constituent’s Type has Gift Aid indicator ticked in TR_CUST_TYPE.  Depending on your setup, it could very well be that households have Gift Aid disabled.

    2.       The Fund for the contribution has the correct Gift Aid Type defined.

    3.       The Payment Method in use has Gift Aid Indicator ticked in Payment Method setup (Campaigns/References window).

     

     

    =>Ryan Creps

    @Tessitura Network

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Francesca Morris
    Sent: Wednesday, March 25, 2015 10:42 AM
    To: Ryan Creps
    Subject: [Tessitura Development Forum] Gift Aid eligible donations showing as Out of Scope

     

    Hi

    I am going through our Gift Aid claim for this financial year and I have a few donations which I know are eligible for Gift Aid showing up as Out of Scope. I'm wondering what could be affecting these donations - whether it's how funds/membership has been set up, putting donations on households or something else? We're part of a Tessitura consortium so I can't necessarily see how everything has been set up in the background.

    Thanks for any help you may be able to give!

    Francesca




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!