Hope Foundation implemented fund accounting and automated Gift Aid claims, recovering an additional 25% in donations.
Hope Foundation, a mid-size charity, tracked restricted and unrestricted funds in spreadsheets. Gift Aid claims were submitted annually — missing quarterly deadlines and cash flow opportunities. Trustees had limited visibility into fund balances.
Runox fund accounting tagged every transaction to the correct fund automatically. Gift Aid declarations were tracked per donor, and claims were submitted quarterly direct to HMRC.
Fund reporting became instant and accurate. Quarterly Gift Aid claims recovered 25% more than the previous annual approach due to timely submission. Trustees received real-time dashboards for the first time.
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