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Stay-Gifted Kerv Gift Aid Accelerator

cloudThing

Automate Gift Aid management to unlock income, reduce admin, and ensure compliance.

The Kerv Stay-Gifted Accelerator is a part of our Social Enterprise Suite, a collection of purpose-built solutions designed to optimise operations, enhance engagement, and unlock income potential. Built across the wide stack of Microsoft cloud technologies, such as Dynamics 365, Power Platform, Azure and the NFP Common Data Model; the Social Enterprise Suite ensures seamless integration, data-driven decision-making, and excellent efficiency.

Stay-Gifted is an innovative, end-to-end Gift Aid automation solution designed to help nonprofits streamline their Gift Aid processes, improve accuracy, and increase income recovery. Fully integrated with Dynamics 365 and Finance Systems, it enables finance and fundraising teams to manage declarations, track donor eligibility, and submit HMRC-compliant claims — all from within your CRM. With automated validation, seamless claim generation, and real-time analytics, organisations can reduce the burden of manual processing while ensuring that every eligible donation is correctly matched and claimed. Built-in controls support data protection, audit readiness, and regulatory compliance, giving organisations the confidence to scale Gift Aid activity without increasing risk or workload.

Key Benefits: Automate the Gift Aid Lifecycle - Streamline declaration capture, validation, and claim processing to reduce manual effort and missed opportunities. Accelerate Access to Funding - Generate and submit HMRC-ready claims quickly and accurately to improve cash flow and reduce delays. Ensure Compliance by Design - Meet HMRC and GDPR standards with built-in validation, audit trails, and secure data management. Connect Gift Aid to Supporter Records – Easily link declarations and claims directly to donation and donor data within Dynamics 365 for a complete, centralised view. Unlock Actionable Insights - Monitor performance with real-time dashboards and reporting to guide fundraising and financial decisions. Integrate with Microsoft Cloud Systems - Work seamlessly within Dynamics 365 and Finance systems to connect Gift Aid to broader finance and CRM workflows. Scale Gift Aid with Ease - Expand Gift Aid activity across growing campaigns and donation volumes without increasing administrative burden.

Outcomes • Increased Gift Aid income through accurate, consistent identification and processing of eligible donations • Reduced administrative effort by automating core Gift Aid workflows • Faster, more predictable access to reclaimed funds via streamlined HMRC submission • Stronger compliance and audit readiness through centralised recordkeeping and data validation • Enhanced strategic decision-making using live reporting and performance insights • A future-ready, scalable Gift Aid framework that grows with fundraising and finance operations

Kerv’s tailored accelerators are built on real-world experience. We combine technical expertise with a deep understanding of the nonprofit, education and membership sectors to deliver low-risk, high-impact solutions. The Stay-Gifted Accelerator is already delivering results for organisations like yours — and it’s yours to own, evolve, and scale without vendor lock-in.

Our Kerv accelerators are provided free of charge under a royalty-free license as part of a wider digital transformation programme, with no vendor lock-in. Get in touch for more information.

Our professional services support customers in both getting started with Power Apps and expanding their existing usage. We focus on enabling first-party and custom Power Apps through a configuration-first approach, prioritising out-of-the-box solutions before considering custom development. By conducting assessments of current Power Apps usage, we identify opportunities for improvement and expansion.

Built in the Power Platform and harnessing the combined power of Dynamics 365 1st party apps and Azure, our services provide a comprehensive suite of functionality using Power Apps. Additionally, we provide comprehensive training and enablement services to empower users and administrators. As part of our support, we also analyse upcoming Wave releases to help customers understand and adopt new features effectively.

Business Scenarios Addressed Using Power Apps Services: End-to-End Gift Aid Management: A comprehensive solution to manage the entire Gift Aid process from declaration to claim submission. Gift Aid Declaration Handling: Robust functionality for managing Gift Aid declarations, including support for integration with third-party systems for declaration capture and validation. Automated Claim Submission: Claim management capabilities that enable automated building and electronic submission of Gift Aid claims to HMRC, ensuring compliance and efficiency.

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