Welcome to the Charities Aid Foundation

We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work.

Personal giving From one-off donations to long-term giving, or designing your personal philanthropic strategy, we work together to help you realise your giving ambitions. Corporate giving You have the vision for making a difference. So do we. We help you plan how to give based on your goals. Services for charities Helping your charity or social enterprise become more resilient. Insights Discover the latest insights for donors and charitable organisations to help create a greater impact About us We are a leading charity, working at the centre of the giving world. We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work. Donate  
 
 
 

Personal giving

From one-off donations to long-term giving, or designing your personal philanthropic strategy, we work together to help you realise your giving ambitions.

DISCOVER OUR PERSONAL GIVING SOLUTIONS

Corporate giving

You have the vision for making a difference. So do we. We help you plan how to give based on your goals.

DISCOVER OUR CORPORATE GIVING SOLUTIONS

Services for charities

Helping your charity or social enterprise become more resilient.

DISCOVER HOW WE SUPPORT CHARITIES

Insights

Discover the latest insights for donors and charitable organisations to help create a greater impact

Explore

About us

We are a leading charity, working at the centre of the giving world. We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work.

Find out more about CAF
Step by step guide

CAF Vouchers and CharityCards

With CAF Donate you can upload your CAF Charity Vouchers and CAF CharityCard donations quickly and get money into your account within 2 working days. Follow our step by step guide to learn how

1 - Get started

Log into your CAF Donate account on the CAF website.

On the right hand side of your account homepage, select either ‘Upload your Vouchers’ or 'Upload your CharityCards' - depending on which type of donation you want to process.

Screenshot of CAF Donate account area

2 - Download and complete the template 

There are two files available to download. The 'How to complete your template' file shows you what information you need to enter in the template, and in what format. 

Complete the main template as demonstrated in the 'How to complete your template' file.

The file allows up to 50 rows (including headings) to allow you to upload multiple donations at one time.

Screenshot of CAF Donate account area
Note

If you've already set up your campaign, you can assign a campaign code to your donations in the template.
This code will be reflected in your reporting. 


Data you'll need for your templates

This is an example of a Charity Voucher which shows what information you need to enter in your Excel template.

Example of a CAF Charity Voucher

This is an example of a CharityCard which shows you what information you need to enter in your Excel template.

Example of a CAF CharityCard

3 - Upload your completed template 

Save your Excel template as a CSV file.

To do this, select the drop down ‘Save As’ Type, select ‘CSV Comma Delimited (.csv)’ and save the file.
 
Make sure the file name is no greater than 50 characters.

Upload your file using the ‘Choose file’ and ‘Browse’ option, then click on ‘Submit’.

Note

If you select the wrong file before submitting, you can simply change it by clicking on ‘Browse’ again and choosing a new file - this will overwrite the previous file. 

This might take a couple of minutes to upload, so please do not refresh the page as this will resubmit the file.

Screenshot of CAF Donate account area
Screenshot of CAF Donate account area

Your upload is now complete

You will see the file appear in your upload history and the status column will show ‘Submitted’. 

Once your Charity Voucher or CharityCard donations are successfully processed, the status will change to ‘ProcessedNoErrors’. 

What if I see an error message?

If the file status shows as ‘ProcessedWithErrors’, you'll receive a notification from us informing you of it.

1 - Log into your CAF Donate account

Go to the CAF Charity Voucher or CAF CharityCards section on the right hand corner.  If you are already logged into CAF Donate, simply refresh the page. 

2 - Correct the errors

Click on the ‘view’ button in the ‘Upload history’ table - this will open a new spreadsheet containing only the unsuccessful lines. 

The errors will be displayed in the first column of the spreadsheet with a description of the data that has failed.

Correct the errors then delete the column containing the error description.

3 - Upload the corrected file

Save the file once again in a CSV format but with a different file name you haven't used before. This mustn't exceed 50 characters.

Upload the new file to CAF Donate at the place where you first began. 

Screenshot of CAF Donate account area

Note

It might take up to 24 hours for the ‘view’ button to appear.

More CAF Donate User Guides 

Reports glossary

Understand what we mean by the terms found in your CAF Donate reports with our glossary.

Unsure of a term?

Design your campaign pages

Setting up your campaign page is the first step to accepting donations through CAF Donate. Follow our step by step guide to set up your campaign page.

Set up your campaign