Case Study

Charity Tracks Fund Accounting & Gift Aid

Hope Foundation implemented fund accounting and automated Gift Aid claims, recovering an additional 25% in donations.

25%
More Gift Aid
Real-time
Fund Balances
Quarterly
Claims
Auto
Fund Tagging
1

The Challenge

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.

2

The Solution

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.

3

The Results

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.

Key Results

Restricted and unrestricted fund tracking
25% more Gift Aid recovered through quarterly claims
Real-time trustee dashboards
Automatic fund tagging on transactions
SOFA and Charity Commission reports generated

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