A UK donor can declare Gift Aid for any donations that they make. We then submit the declarations the HMRC and receive ~25% of the original donation. The process is so so manual; we need to introduce some order as the donations begin to scale up. We want to extend the Gift Aid management we already have in Maji.
- Scope: There are options to scope what you declare: a single donation, subscription, or for all donations 5 years back and any in the future.
- Format: We need to track the format of declaration: online, hand-written, or verbal.
- Cancel: We need to be able to cancel Gift Aids.
This set of stories introduces these concepts, and preps up for moving more donation information into Maji.
- Maji admin sees Gift Aid information on the subscription page (prep work for later stories)
- Gift Aid Declarations have formats, scopes and statuses.
- Backfill Gift Aid Declarations with formats, scopes and statuses.
- Maji Admin can edit a onetime donation Gift Aid Declaration.
- Maji admin can add a GA for a onetime (for when a donor forgets).
- Maji Admin can edit a Spring subscription Gift Aid Declaration.
- Maji admin can add a GA for all donations a user makes, and all future donations have GA associated.
- Maji admin can rescind a Gift Aid declaration (within a certain time period).
Maybe
- Donor sees which donations they declared Gift Aid on.
- Donor sees confirmation of their Gift Aid Declaration.
Anti-Goals
- Updating Gift Aid exports. At this time, Accounting already exports Gift Aids in the format we submit to HMRC.
- Donor-facing Gift Aid form outside of the donation form.
- If a donor has a global GA declaration, it would be nice to hide the GA form when making subsequent donations, but we can do that later date.
Business Rule We cannot add verbal Gift Aid declarations to users/donations without email addresses.
Given a donor has joined the Spring UK on Maji with a GA declaration,
- As a Maji admin, when I view the Subscription Detail page
- Then I see an area with the Gift Aid information including: TITLE, FIRST_NAME, LAST_NAME, HOUSE_NAME_OR_NUMBER, POSTAL_CODE, FORMAT, SCOPE, STATUS
Notes
Legally, we need to keep track of certain aspects of Gift Aid. Specifically, how and when it was collected, what it refers to and if it's been cancelled. We're moving all GA declarations into Maji to simplify the manual process that Finance currently does.
Given a donor makes a onetime donation on Maji the UK with a GA declaration,
- As a Maji admin, when I view the Donation Detail page
- Then I see that the Gift Aid information includes a field for Format that is set to "online"
- And a field for Scope that is set to "single donation"
- And a field for Status that is set to "active"
Given a donor joins the Spring UK on Maji with a GA declaration,
- As a Maji admin, when I view the Subscription Detail page
- Then I see that the Gift Aid information includes a field for Format that is set to "online"
- And a field for Scope that is set to "subscription"
- And a field for Status that is set to "active"
- When I view the Donation Detail page
- Then I see that the Gift Aid information includes a field for Format that is set to "online"
- And a field for Scope that is set to "subscription"
- And a field for Status that is set to "active"
All UK donations made via Maji with associated Gift Aids backfilled with formats, scopes and statuses.
Same as previous story ("Gift Aid Declarations have formats, scopes and statuses"), but for donations made prior to this change.
We need to be able to edit or cancel Gift Aid declarations. Legally, we don't need to cancel GA on one-time donations, unless they have gave verbal GA, in which case they can cancel it after 30 days. To keep it simple, we'll allow the 30 days for everyone (since I think it will be rare).
- As a Maji admin, when I navigate to a Donation Detail page for a one-time donation with Gift Aid associated
- Then I see a icon to edit the Gift Aid.
- When I click it
- Then I see a Edit Gift Aid page
- And I see fields with the Title, FIRST_NAME, LAST_NAME, House Name and POSTAL_CODE
- And Title is a select (Mr, Mrs, Ms, Miss, Dr, Other) - same as on the donate form.
- When I click save
- Then I see the changes have been saved.
- When the date of the donation is within 30 days
- Then I see a button to "Cancel Gift Aid Declaration"
- When I click it
- Then I see a browser alert: "Are you sure you want to cancel this Gift Aid Declaration?" "Yes" "Cancel"
- When I click "Yes"
- Then I see the Gift Aid status is updated to cancelled.
- When I view the version history
- Then I see an event for changing the status to cancelled that includes the date-time.
needs email
Maji admin can add a GA for a one-off donations so that if a donor forgot to add it, we don't miss out on those funds.
- A donor calls in and would like to add Gift Aid to their donation.
- We collect the information required for a verbal declaration and add in in the Maji admin.
- We email the user confirmation of the declaration, including information about how to change/cancel.
- When I navigate to a Donation Detail page that does not have a GA associated
- Then I see a button to "Add Gift Aid Declaration"
- When I click it
- Then I see a form with text fields for FIRST_NAME, LAST_NAME, HOUSE_NAME_OR_NUMBER, POSTAL_CODE
- And selects for TITLE (Mr, Mrs, Ms, Miss, Dr, Other), FORMAT (Verbal, Physical)
- When I fill out all the fields and click save
- Then I see a browser alert with the copy below and "Save" "Cancel"
- (When I click "Cancel" - Then I return to the edit screen)
- When I click "Save"
- Then I see the GA Declaration info on the Donation Detail page
- And SCOPE is set to "Single Donation" and STATUS is set to "Active"
- And an email to the donor is sent
Notes
- No client-side validation required
Alert Copy
An email will be sent to [user's email address] confirming this Gift Aid Declaration. TITLE FIRST_NAME LAST_NAME HOUSE_NAME_OR_NUMBER POSTAL_CODE "Save" "Cancel"
Following on the behavior for 1x donations.
Edit
- As a Maji admin, when I navigate to a Subscription Detail page for a UK Spring Sub with Gift Aid associated
- Then I see a icon to edit the Gift Aid.
- When I click it
- Then I see a Edit Gift Aid page
- And I see fields with the Title, FIRST_NAME, LAST_NAME, House Name and POSTAL_CODE
- And Title is a select (Mr, Mrs, Ms, Miss, Dr, Other) - same as on the donate form.
- When I click save
- Then I see the changes have been saved.
Cancel
- When I go to the Edit Gift Aid page
- Then I see a button to "Cancel Gift Aid Declaration"
- When I click it
- Then I see a browser alert: "Are you sure you want to cancel this Gift Aid Declaration?" "Yes" "Cancel"
- When I click "Yes"
- Then I see the Gift Aid status is updated to cancelled.
- And future donations associated with the subscription do not have GA tied to them.
- When I view the version history
- Then I see an event for changing the status to cancelled that includes the date-time.
Maji admin can add a GA for their Spring subscription so that if a donor forgot to add it, we don't miss out on those funds.
- When I navigate to a Subscription Detail page that does not have a GA associated
- Then I see a button to "Add Gift Aid Declaration"
- When I click it
- Then I see a form with text fields for FIRST_NAME, LAST_NAME, HOUSE_NAME_OR_NUMBER, POSTAL_CODE
- And selects for TITLE (Mr, Mrs, Ms, Miss, Dr, Other), FORMAT (Verbal, Physical)
- When I fill out all the fields and click save
- Then I see the GA Declaration info on the Subscription Detail page
- And SCOPE is set to "Subscription" and STATUS is set to "Active"
Notes
- No client-side validation required
Maji admin can add a GA for all donations that a user makes, we don't miss out on those funds.
Note: this is written assuming that a Gift Aid form would be something separate, but it could also part of the user edit area - whichever is simpler.
Add
- When I navigate to a User Detail page
- Then I see a button to "Add Gift Aid Declaration"
- When I click it
- Then I see a form with text fields for FIRST_NAME, LAST_NAME, HOUSE_NAME_OR_NUMBER, POSTAL_CODE
- And selects for TITLE (Mr, Mrs, Ms, Miss, Dr, Other), FORMAT (Verbal, Physical)
- And a file upload for "Documentation" that accepts PDFs
- When I fill out all the fields and click save
- Then I see a Gift Aid section showing the Gift Aid information
- And SCOPE is set to "All" and STATUS is set to "Active"
- When the user makes any future donations
- Then the Gift Aid declaration is added to the donation
- When I view the Donation Detail page of the later donations
- Then I see the Gift Aid declaration information.
- When I export GAs
- Then I see the new donation listed in the export.
Edit
- When I go SOMEWHERE (either a button to "Edit Gift Aid" on the User Detail page, or on the Edit User page)
- Then I see a new section for Gift Aid Declaration where I can edit TITLE, FIRST_NAME, LAST_NAME, HOUSE_NAME_OR_NUMBER, POSTAL_CODE
- When I edit the fields and click save
- Then I see the updated GA Declaration info on the User Detail page
Cancel
- When I go to the User Detail page
- Then I see a button to "Cancel Gift Aid Declaration"
- When I click it
- Then I see a browser alert: "Are you sure you want to cancel this Gift Aid Declaration?" "Yes" "Cancel"
- When I click "Yes"
- Then I see the Gift Aid status is updated to cancelled.
- And future donations associated with the donor do not have GA tied to them.
- When I view the version history
- Then I see an event for changing the status to cancelled that includes the date-time.
Notes
- No client-side validation required
A user can see that they declared GA with their donation.
Given I've successfully donated to UK and declared GA,
- When I go to my Dashboard and see the list of donations I've made
- Then I see a note showing that the donation has a GA associated that matches the attached design.
NEEDS DESIGN.