Knowledge Base

donor records 9

• creating donor records
• uploading donors
• donor references
• using the donors list
• reviewing donation history

View all 9

donors and compliance 4

• taxpayer status and Gift Aid declarations
• donor names
• donor addresses
• retrospective claiming windows

general donor FAQ 5

• A donor was entered onto Fund Filer as a non-taxpayer but has now completed a Gift Aid declaration. How do I add their past donations to a future claim?
• A tax paying donor has been set up as a non-taxpayer. How do I change this and ensure that Gift Aid is claimed on the donations I’ve already entered?
• A non-taxpaying donor has been set up as a taxpayer. How do I correct this?
• I’ve changed a donor address on Fund Filer but the record still shows the old address. What have I done wrong?
• I am creating donors for a specific reference sequence and Fund Filer won’t offer the next available number. Why not?

donor upload FAQ 4

• The system ‘hangs’, apparently not doing much, why is this?
• Fund Filer is reporting a mass of errors and not uploading all of my records?
• Why is Fund Filer saying there is nothing to upload?
• Why is Fund Filer uploading some records and not others?