Features

No forms, other software, uploads or downloads needed

The first cloud-based system of its kind. Nice and simple. It just works.

Up to four user logins

Ideal for sharing the load.

Full Knowledge Base

Covering Gift Aid, Gift Aid Small Donations Scheme and every aspect of using Fund Filer.

Guided demonstration

Opportunity for a one-to-one online demo of Fund Filer basics.

Email or phone for help

Telephone and email trouble shooting guidance on hand.

Create donor and donation records easily

A simple click for either. Then add necessary details. That’s it.

CSV upload facility for donor records

For large donor numbers, populate our simple spreadsheet and upload.

All types of giving covered

Record donations for Regular Gift Aid, Gift Aid Small Donations Scheme, Community Buildings, Sponsored gifts or Aggregated donations.

Speedy time saver for repeating gifts

Use our ‘recurring donations’ facility for fast recording of donations that repeat.

Group donation types

Use our ‘Funds’ feature to allocate and label monies under different headings.

Oops

Noticed a mistake on a claim? Use our ‘Adjustments’ page to correct past errors.

Full Gift Aid reclaim facilities

Submit your repayment claim online as data straight from Fund Filer in four easy steps.

Full unique HMRC receipt reference retained with each claim

Your receipt is retained with your claim once submitted.

Build your historic archive

Effortlessly. All donor, donation and repayment claim data retained in your Fund Filer account under your control for as long as you wish. A perfect resource for incoming new officers.

Archive donor records

Keep donor lists tidy by archiving scarcely used records.

Comprehensive reporting, configured as you wish

Generate summary and detail reports as needed, configured exactly as you would like them. Save as bookmarks to preserve for next time.

Donor Statements

Generate end-of-year statements for donors. Available in summary and detail form.