Who Uses
Fund Filer?

Many hundreds of churches throughout the UK use and enjoy Fund Filer, as well as a wide range of non-church charities, often small, ranging from schools to heritage railways as well as charities concerned with welfare, conservation, animals and the arts.

An ideal choice for volunteers, Fund Filer’s simplicity offers a highly effective solution to the challenge of compiling the necessary data in the right format required by HMRC for a successful repayment claim.

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• Straightforward, uncomplicated system
• Perfect for those with no accounting background
• Can be mastered by anyone at any age
• Unrivalled value for money
• All functions needed for full and comprehensive Gift Aid management

Fund Filer is a choice for several large charities whose core Gift Aid needs are fulfilled by a substantial system, but where there are still gaps in that resource.

This is particularly common where there are multiple sites involved, or personnel in different locations who need to manage Gift Aid qualifying donations, or where other special circumstances apply.

Fund Filer’s cloud-based offering can work seamlessly alongside other systems to help maximise Gift Aid potential from donations.

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• Cost-effective tool for complete Gift Aid coverage
• All data can be downloaded if needed
• All functions needed for full and comprehensive Gift Aid management
• Bespoke amendments possible subject to cost

An ‘umbrella’ structure configured to comprise separate charity accounts each with their own charity ID. All accessed on a single login.

A very efficient means of enabling a professional to manage the Gift Aid affairs of multiple clients.

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• Fast but secure access to several accounts on a single login
• Repayment claims submitted on separate HMRC ID credentials
• All functions needed for full and comprehensive Gift Aid management

The same umbrella structure offered to accounts professionals but with the additional option of branches or member churches all being linked to a single charity ID.

Gift Aid submissions are managed centrally but donation information can be added locally at branch level, hugely reducing the burden on central office resource when preparing and administering a repayment claim.

• Central control of Gift Aid affairs and repayment claiming
• Donation details added locally by branches or assemblies
• Vast saving of time and resources at central level
• All functions needed for full and comprehensive Gift Aid management
• Bespoke amendments possible subject to cost