Everything you need to now about registration

We simplify the process to ensure the best user experience

Your first step

Choose a primary account holder (Super user), who must be authorized to manage the charity’s iDonatio account. The primary account holder should complete the registration and the confirmation process outlined below. Once the account is set up, additional users who may each have different levels of access depending on their role may be added. One of these must be another super user.

User types

Individual and Organisation

The iDonatio platform offers two distinct user types, you can register as either a charity or an individual

Name, Contact address, telephone number, email address and Website URL or social media handle for the account.

Account number and Account Sort code

Name of primary account holder, Email address (Used as their primary login.), Date of birth and Home address

Photocopy of primary account holder’s passport, Proof of address of primary account holder and Passport photograph.

Registered name, Charity Commission number, registration number, Registered address, Phone number, Email address, Website URL and Date charity was established

Account number and Sort code

Name of primary account holder, Email address (Used as their primary login.), Job title, Date of birth and Home address

You will need to upload a letter of authorization on your charity letterhead.

Your registration certificate from the Charity Commission or/and HMRC or Any document with the charity’s name and address (Not telephone bill)

Verification Documents

The necessary documents needed to regisiter on our platform are listed below

Identity Documents

Passport

Driver license

Resident permit

Citizen Card

Electoral ID

Address Documents

Driver license

Utility Bill

Statement from a financial institution

Government issued letter.

Solicitors letter

Council or housing association documentation

Benefits Agency documentation

Electoral Register entry

NHS Medical Card

GP letter of registration with the surgery

Company/Entity Documents

VAT Registration

Certificate of Incorporation

Companies House Document

HM Revenue and Customs: VAT Certificate

HM Revenue and Customs: Account Statement

HM Revenue and Customs: Account Statement

Charity Commission Document

OSCR Scottish Charity Regulator

OSCR Scottish Charity Regulator

Utility bill

Want to learn more about what iDonatio can do for you?

Get in touch with our friendly support team or watch a video demonstration to see how iDonatio works.

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