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Fundraising

Run a fundraiser, money direct to your account

A fundraiser is a public donation page. Card payments run through your own organisation's Stripe account, so the money never passes through Cadrify, and every donation is recorded against the donor's contact record and structured for your PPERA return.

01

Connect Stripe and give the page a title

Connect a Stripe account under My group first. Until there is one, a fundraiser saves as a draft with a notice explaining why. A title is the only other required field to get started.

02

Set a target and let it grow

Add a money target to show a progress bar on the public page. Tick the option to raise the target automatically as donations come in, with a step size and an optional cap, so a fast-moving campaign never sits capped at its own goal.

03

Choose how donors give

Offer one fixed amount for a plain payment page, a set of suggested amounts with a blank option for people to enter their own figure, or a list of named products each with its own price. Leave monthly giving switched on to offer a recurring donation, and set a default amount to preselect one button.

04

Turn on gift aid if it applies

Tick the gift aid declaration for registered charities. If gift aid is switched off for your organisation, an admin turns it on in organisation settings first.

05

Publish and watch the money come in

The dashboard shows total raised, number of donations and progress against the goal. Donations lists every gift with donor, amount, status, method, whether gift aid was claimed and whether it recurs. Embed gives a snippet for putting the page on another website.

What to check
  • Publishing needs a Stripe account connected under My group. Without one the page stays a draft.
  • Money goes direct from the donor to your Stripe account. Cadrify never holds the funds, and adds 0.5% on top of Stripe's standard processing rate.
  • Donations do not collect a marketing consent tick. A donation is a financial transaction with its own legal basis, not a sign-up.
  • A fundraiser is draft, published or closed. Only a published page is reachable by the public, so closing one takes it down.

See it on your own patch

Book a demo and we will walk you through it on a real ward.

More guides

Run the rest of the campaign

Import the electoral register

Upload the file, map the columns once, and every future file from the same council imports itself.

Read the guide →

Generate a door-knocking round

From a ward boundary to a printed, assignable round in a few minutes.

Read the guide →

Run a leaflet drop

Reuses the ward's existing rounds, so a drop is ready to assign the moment it is created.

Read the guide →

Build a phonebank

Call lists from your own filters, scripts included, every response fed straight back to the record.

Read the guide →

Run polling day and GOTV

Synced stations, a live telling rota and knock-up lists that correct themselves as the day goes on.

Read the guide →

Produce nomination papers

Enter a candidate once, generate every council form, signatures still wet ink.

Read the guide →

Review and match records

New register rows get scored automatically. Only the genuinely unclear ones ever need a person.

Read the guide →

Import postal, proxy and elector changes

Postal, proxy and elector detail updates in seconds, matched on register number, no mapping and no review queue.

Read the guide →

Digitise a paper marked register

Scan, upload and choose who reads the marks, your volunteers for free or Cadrify itself for a processing fee.

Read the guide →

Bring in a volunteer with a QR code

A one-time QR code opens one task for one volunteer, no account needed, active in under a minute.

Read the guide →

Plan a poster round

Bundle poster and posterboard requests into a round, assign it and watch delivery happen live.

Read the guide →

Run an event

A public sign-up page and a QR check-in screen, with every attendee added to your supporter database.

Read the guide →

Create a petition or action page

Petitions, open letters and forms on a public link, live in minutes, every response added to your supporter database.

Read the guide →

Set up casework

One representative per area, matched by GSS code, and volunteer access gated behind a data-protection tick.

Read the guide →

Build the EC return

Cadrify assembles the return, your agent signs it, and the download is the Commission's own workbook.

Read the guide →

Build a filter and save an audience

Drag and drop a condition tree once, check the count, then save it as a filter or a reusable audience.

Read the guide →