How-To Guides for Charity CRM Success
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Guides
Connecting a Charity to HMRC for Gift Aid in Donate Office
Charities Online onboarding guide Overview. To submit Gift Aid claims through the software, a charity needs three things in place with HMRC: the charity is registered with HMRC for tax (it has a Charities Reference number); a Government Gateway account enrolled for Charities Online; an Authorised Official recorded with HMRC. The form fields map directly […]
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Guides
How to Connect GoCardless to Donate Office: Step-by-Step Integration Guide
Integrate GoCardless with Donate Office to automate Direct Debit donations, manage recurring payments, and sync real-time updates directly into your charity CRM. This step-by-step guide walks you through generating your Access Token, creating Webhook endpoints, and fully connecting GoCardless so your charity can streamline payment collections with ease.
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Guides
Connecting Google Drive to Donate Office Charity CRM
Don’t want to rely on local file storage? With our new Google Drive integration, you can now securely connect your Google account and store files directly in your Drive — freeing up your Donate Office storage space and making it easier to manage your documents in one place. Follow the steps below to connect Google […]
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Guides
Connect Your Dropbox to Donate Office
Keeping donor files, Gift Aid declarations, receipts, and campaign documents organised is an essential part of charity management. With our latest feature, you can now connect your Dropbox account directly to Donate Office — allowing you to store, access, and manage all your documents in one secure place. If you’re already using Dropbox for your […]