Amplify custom attributes

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Amplify custom attributes

Custom attributes let your charity record extra CRM information without changing GiftAider’s core donor, donation and claim fields. Plan their purpose and reporting use before adding them.

Choose the right information

  • Use a standard GiftAider field when one already exists.
  • Give the new attribute a clear name that colleagues will understand.
  • Choose a value type suited to the data, such as text, date, number or a controlled choice where the manager offers it.
  • Avoid collecting sensitive information unless your charity has a clear need and handling process.

Add an attribute

  1. Open Attribute Manager in Amplify using an account with the relevant administration permission.
  2. Select the entity and choose Add.
  3. Enter the agreed name and choose the available value type.
  4. Save and open a disposable record to check the new field appears.
  5. Enter a sample value, save, reopen and check it persists.

Check downstream use

If the attribute will be used in a report, filter or export, confirm it appears with the expected label and type. Do not assume every custom attribute automatically appears in every output. Check whether existing records need a value or whether blank is expected.

When it is no longer needed

Review historic values and any reports that rely on the field. Use the available disable or archive route rather than deleting meaning from old records without a data-retention decision.

Related guidance

Last updated on: October 5, 2026