KPIFundraising & Income

Gift Aid Reclaimed

Total value of tax relief (Gift Aid or equivalent) successfully reclaimed on eligible donations

What is Gift Aid Reclaimed?

Gift Aid reclaimed is the tax relief a UK charity recovers on eligible donations in a period. It adds a valuable extra amount to each qualifying gift at no cost to the donor.

Claiming it in full is one of the simplest ways to raise more from existing donations, so it is a key income measure for UK charities.

How this KPI is measured

Function
Fundraising & Income
Sub-function
Campaign Performance
Industry
Not-for-Profit / Charity
Type
Lagging
Impact
Revenue
Unit
$
Measurement frequency
Quarterly / Annual
Formula
Sum of tax relief reclaimed on eligible donations in period

How to calculate it

Add up the tax relief reclaimed on eligible donations in the period.

For example, if a charity reclaimed 180,000 on qualifying gifts during the year, the figure is 180,000.

Ensure valid declarations are held for each donor, and compare the amount reclaimed with the amount that could have been claimed to find missed relief.

Where it is used

  • Maximising income

    Claim all relief due.

  • Spotting missed claims

    Compare eligible with claimed.

  • Forecasting income

    Estimate expected relief.

How to improve it

Tips and common mistakes

  • Follow the rules of the tax authority precisely.
  • Claim within the time limits.
  • Make declarations easy for donors.

More Fundraising & Income kpi library

← All kpi library

Build better plans, faster

Join the waitlist for early access to curated insights, flexible templates, and rapid iteration across strategy, planning, and project management.