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Cascadeby
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The Gift Aid locked in
your records
, found.

For 22 years we’ve built Gift Aid systems for charities. Cascade sorts every donation you hold and shows exactly what has been claimed, what is ready to claim and what can be repaired. You know where the money is, and what it takes to get it.

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Cascade Gift Aid Hub: everything HMRC-facing in one place, with Gift Aid by status (real capture, example charity, fictional figures)
Every claim in one place
Drafts, submissions, exclusions and every past claim
Sorted by status
Every donation you hold, classified for Gift Aid
Open any claim
See the donation lines it was built from
Your totals, rebuilt
From the records you already keep
Claimed
Reclaimed from HMRC
Ready to claim
Valid, ready to submit
Repairable
Claimable once repaired
Liable
May need repaying
Real Cascade screen. Example charity, fictional figures.
Why Cascade

The money is in your data. Cascade finds it.

What gets in the way
How Cascade fixes it
The problem
Answers buried in records
Which gifts could still carry Gift Aid, and who to ask, sits across spreadsheets, CRMs and filing cabinets.
Cascade
Cascade finds the money
Every gift sorted into claimed, ready and repairable. You see exactly what could be claimed, and who to ask.
Gift Aid Hub

Much of your Gift Aid is already in your records. Finding it is the work.

Many charities hold Gift Aid they cannot claim: a declaration that never made it onto the right record, a supporter who gave for years without one, a retrospective claim no one had time to build. Cascade shows you the full picture.

ReadyGifts with a valid declaration not yet in a claim. Eligible, if the supporter pays enough UK tax. Include them in your next submission.
ClaimedGifts with a valid declaration, already filed in a claim. Nothing more to do.
RepairableGifts where a declaration could be recovered or is waiting to be matched. The value is there. Cascade shows you exactly what needs to happen next.
Who Cascade is for

Is this you?

Charities come to us at a few recognisable moments. If one sounds like yours, we’ve been there with you.

You've paused claiming

Something surfaced you couldn't explain, and stopping felt safer.

More detail

It's the most common reason charities call us, and the most fixable. You can hold back what worries you and keep claiming on everything else.

You've never claimed, or claim by hand

The process looked daunting, or it lives in one person's spreadsheet.

More detail

Newer and smaller charities either leave Gift Aid alone or run it through spreadsheets only one person understands. Neither is a reason to leave eligible Gift Aid unclaimed.

Your structure is complicated

Several CRMs, branches, retail, or history that never reconciled.

More detail

Several CRMs, affiliated or federated charities, retail alongside fundraising, or years of donation history that never quite reconciled. Complexity is where Gift Aid goes missing, and it's what Cascade was built for.

You want back what was missed

You're confident today, but older data may hold more.

More detail

Usually there is Gift Aid sitting in older data that never made it into a claim. You can claim up to 4 years after the end of the financial period each gift fell in, so there is usually still time to recover it.

Smart View, Media Hub, Actions, Analytics

One click from the record.

When HMRC queries a claim, you need the declaration, the gift and the original document. Cascade keeps them together.

Smart View
The full picture. Without opening the CRM.

Search by name or supporter reference. Every gift on one screen: what has been claimed, what is eligible, where the declaration sits. Save the views you use most.

Media Hub
The original, one click away

Media Hub files scans and correspondence against the supporter they belong to. A declaration opens from a claim line.

Cascade Media Hub with declaration and PDF thumbnails (example data)
Actions
Every query, tracked

Every query raised against the record it concerns. Tracked through logged, in review, applied and resolved.

Analytics
One number, everywhere.

The figure on your dashboard and the figure in your board pack are the same figure. Split your supporters any way you like, click any figure to see the gifts behind it, and track how each year's new donors keep giving.

Built-in RFM. Cascade ranks supporters by how recently, how often and how much they give, so you can target your first-time, active and warm supporters and see what each segment is worth.

How a claim works

From draft to HMRC receipt.

Four steps, all in one place. No spreadsheet in the middle.

1Draft

Pick a date range; the claim assembles itself.

More detail

Every donation that passes Cascade’s checks against HMRC’s rules, minus anything your own exclusions hold back, grouped by tax year, in seconds. Draft as many as you like: nothing is committed until you send it, so you can fix data, rerun and compare.

2Check

See what was left out, and why, before anything leaves.

More detail

Down to the individual donation line. Open a line to reach the supporter, the declaration behind them and the rule that made the call. It's the pre-submission audit that used to mean a week of sampling.

3Submit

Filed with HMRC, with a receipt on the same screen.

More detail

The claim is checked against HMRC's current format, then filed through HMRC's own service. A receipt ID comes back on the screen you filed from, and the claim stays in your history to reopen, inspect line by line, or export.

4Reconcile

Any rejected lines come back in plain English, with a fix.

More detail

Rejects and queries return line by line, the reason written in plain English and a fix suggested: a missing house number, a postcode in the wrong format, a donation date outside the claim period. One click sends the line to Actions with an owner against it.

Exclusions

Hold back what worries you. Keep claiming the rest.

Most charities that come to us are worried about what they've already claimed, and the safest thing they can think of is to stop. An exclusion is a third option: a rule that holds a donation back from a claim, with the reason recorded, while everything you're confident in keeps going.

More detail

The rules everyone needs. Age of donation, declaration validity, whether the donor can be identified, and non-qualifying income: applied the same way every time and recorded, so an auditor sees the test each donation passed.

The rules built for you. Block a date range you can't vouch for, a payment type, a fund, a source, or addresses you know are test data. If you can describe what worries you, we can fence it off.

Ranked by what it costs. Every rule shows the Gift Aid it's holding back and the supporters behind it, so you work the biggest one first. Fix a record and it flows back into the next claim.

Trends. If a rule suddenly catches more supporters than last month, something has changed in how data is arriving. You find out when it happens, not when it costs you a claim.

A real example
Someone updated a supporter's title to “Mr & Mrs”.

A tidy piece of admin, by someone doing their job properly. The next claim excluded that supporter, and the first thought was: have we been claiming against a joint record for years?

What happened next

The answer was in the record's history. On the date of every past claim it was an individual's record. It only became joint, where you can no longer tell which person is the taxpayer, after the title changed. So the past claims were valid, and we could prove it as the record stood on the day it mattered.

The next claim is the one that would have been wrong. Without the exclusion, it would have gone out on a joint record. Nobody did anything wrong, no CRM flagged it, and no person would have found it.

Gift Aid Unknown

The Gift Aid waiting behind supporters who never declared.

Cascade shows every supporter who has given without ever making a Gift Aid declaration, and how much eligible Gift Aid is still claimable on their gifts.

Cascade list builder: choose who to ask for a declaration, with live totals and Send to Foundry (example data)
Cascade Gift Aid Unknown breakdown: Gift Aid by claim deadline, by channel and by last gift (example data)
01
Deadlines first
Gift Aid by claim deadline, so you ask while those gifts can still be claimed.
02
Who you can reach
Email, post or both, and who is left out and why. Never anyone recorded as deceased or gone away.
03
Your most valuable asks
By last gift, by Gift Aid per supporter, and your major donors.
04
Build the list
Choose who to ask and in what order, with live totals and a preview. Then send it straight to Foundry.
Declarations

Every supporter's Gift Aid status, today.

Gift Aid depends on the declaration in force on the day. Cascade shows where every supporter stands now, and the declarations behind it.

Cascade Declarations page: supporters by taxpayer, non-taxpayer and unknown status today (example data)
Taxpayer, non-taxpayer or unknown
Today's status for every supporter, at a glance.
Click through to the people
Open any group to see the supporters in it.
How old your declarations are
Declarations by year made, as a share of the whole.
Cascade Declarations page: records by type and the age of the declarations behind claims (example data)
Cascade integrations

Works with the CRM you already run

Supporters, gifts and declarations flow into Cascade from the system you use today. Spreadsheets too. No retyping, no new CRM. How it connects: for your tech team →

The Gift Aid platform
Cascade
Salesforce
SugarCRM
AdvancedAdvanced
DonorfyDonorfy
Access
Excel spreadsheets
Spreadsheets
Your system not listed? Talk to us.

Our team has worked with charity fundraising data for 22 years, and every system on this page was new to us once. If it holds your supporters and their gifts, we can work with it.

Tell us what you use →
The track record

Built on 22 years in Gift Aid.

Our team has 22 years inside UK Gift Aid. The edge cases, the schedule changes, the HMRC queries: we have seen them. That experience is built into Cascade, not left in a manual.

Declarations landing in the right trays
The combination

Cascade finds it. Foundry unlocks it.

Cascade tells you which supporters could add Gift Aid to their gifts. Foundry reaches them with a letter, a QR code and a few short screens. No paper to return. Declarations land back against the record they belong to. The claim follows.

Every eligible gift is worth more to your charity once the supporter declares, if they pay enough UK tax. Cascade finds the gifts. Foundry gets the declaration.

See how Foundry works →
Thank you: the declaration is confirmed on screen (real Foundry screen)
CascadeAvailable today

Let's talk.

Cascade is available today, and it starts with a conversation. Tell us about your claims and your data, and we'll walk you through the Gift Aid Hub, Smart View, Media Hub and Actions on a working account. No commitment.

Illustration: the claim, matched and kept with its proof