AI Assistant
Meet Alma - your intelligent Gift Aid assistant
Ask questions, query your data, and get instant answers - right inside your Donation Hub.
Capabilities
Everything you need, one question away
Alma understands your data and your platform. Just ask.
Answer questions
"How do I set up the kiosk?" "What is GASDS?" Alma knows the platform inside out and gives you clear, step-by-step answers.
Search donors
Business+Find any donor by name, email, or phone in seconds. Get their full profile, donation history, and Gift Aid status.
Query declarations
Business+Filter declarations by date, amount, or payment method. Instantly find what you need for audits or HMRC queries.
Generate reports
Business+Get donation summaries, top donors, Gift Aid totals, and payment method breakdowns for any date range.
Track regular giving
Business+View standing orders and card subscriptions at a glance. Check statuses, amounts, and frequencies without leaving the chat.
Guide you through compliance
HMRC submission steps, GDPR processes, data retention rules - all explained clearly in plain English.
See it in action
Real questions, real answers
Here's what a conversation with Alma looks like.
Total eligible donations: £12,450.00
Gift Aid reclaimable (25%): £3,112.50
You have 47 eligible declarations from 32 unique donors. Your largest month was December with £3,200 in donations.
1. Mr Rajinder Singh -£250.00 (Bank Transfer)
2. Mrs Jaswinder Kaur -£200.00 (Card)
3. Mr David Thompson -£150.00 (Bank Transfer)
4. Ms Sarah Williams -£120.00 (Card)
...and 4 more. Would you like the full list or details on any donor?
1. Go to Declarations in the sidebar
2. Set your date range to the tax year (6 Apr - 5 Apr)
3. Click Export and choose HMRC CSV format
4. Review the file - it includes all required fields
5. Upload to HMRC Charities Online
Make sure all declarations are marked as "unclaimed" before exporting. Need help with anything else?
Plans
Available on every plan
Every paid plan gets Alma AI. Upgrade to Business to unlock powerful data queries.
| Feature | Team | Business+ |
|---|---|---|
| Platform guides & FAQs | ||
| How-to walkthroughs | ||
| Contextual help on every page | ||
| Search donors | — | |
| Query declarations | — | |
| Generate reports | — | |
| Track standing orders & subscriptions | — | |
| Dashboard summaries | — |
Privacy & Security
Built with trust at its core
Your donors' data deserves the highest standard of protection - even when AI is involved.
Your data stays yours
Conversations aren't stored after your session ends. Anthropic's API retains data for up to 30 days and never uses it for model training.
Encrypted end-to-end
All queries are transmitted over TLS 1.2+. Anthropic's infrastructure is SOC 2 compliant with enterprise-grade security.
Access controlled
Only authenticated admins on eligible plans can use Alma. Donor data is only sent when you actively query it - never continuously.
Read more in our Privacy Policy and Security page.
Ready to maximise your Gift Aid?
Join UK charities already using Alma to capture more Gift Aid declarations and reclaim 25% on every eligible donation.