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CRM Platform

Kinfold: Donor CRM with Gift Aid

A supporter CRM that tracks consent and giving history accurately, and prepares Gift Aid claims without spreadsheet work.

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Sector
Charity
Typical client
Regional charity funded by individual supporters
Typical timeline
16 weeks
Typical team
3 engineers, 1 analyst
Charity fundraising overview with income, regular givers and campaign results
Supporter record with donation history, consent and communication preferences
Gift Aid claim preparation with declaration checks and submission status

About this project

Charities depend on supporter trust, yet records are frequently spread across donation platforms and spreadsheets. Consent gets out of date, and Gift Aid claims take days to assemble.

Kinfold provides one supporter record with consent tracked by channel. Donations flow in automatically, and valid Gift Aid claims are prepared with exceptions clearly listed.

Objectives

  • Create one reliable record for each supporter
  • Keep marketing consent accurate and auditable
  • Reduce the effort of preparing Gift Aid claims

What’s delivered

  • Supporter records and communication history
  • Consent management by channel
  • Direct Debit and online donation integrations
  • Gift Aid declarations and claim preparation
  • Campaign and appeal reporting

Target outcomes

75%

target Gift Aid coverage

100%

consent records audited goal

-85%

claim preparation goal

+10%

target supporter retention

Technology

  • Salesforce
  • Apex
  • Lightning
  • GoCardless
  • Mailchimp

Services involved

More work like this

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