CharityEngine

Donor management & Fundraising software for Nonprofits

About CharityEngine

CharityEngine is a cloud-based Donor Management and Fundraising software designed to help Nonprofits of all sizes. It is designed to be intuitive for Nonprofit users and donors alike. It is designed as an all-in-one CRM platform to help Nonprofits build donor loyalty, automate marketing strategies, and capture important data to increase revenue.

CharityEngine 360 degree real-time interface offers users many tools needed to plan strategies, run initiatives, and show all donors how much you care. This unified platform includes a custom dashboard that displays the organization activities, connections, transactions, donation history, reports and more in a single preview. Easily generate reports and created segmented lists to help with planning, reporting and presentations.

CharityEngine Top features include; online donations, peer-to-peer, email marketing, direct mail, event management, engagement tracking, user center, campaign analysis, automated billing, PCI-certified payment processing, fraud protection and more. As well as best-in class integration tools; Quickbooks, PayPal, Double the Donation, Visa approved preferred list, WealthEngine, Microsoft Outlook, Blackbaud Raiser's Edge, FirstData, Google Maps, Authorize.net, VeriSign and more.

Pricing starting from:

US$149,00/month

  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$149,00/month

  • Free Trial
  • Subscription

Images

Real-time updates
MobilePay for Contactless Donations Mobile app
CharityEngine Donor Dashboard
CharityEngine self-service donor portal
CharityEngine marketing automation
Online Donation Forms Back-end and Front-end
Online Fundraising Landing Page
View 8 more
CharityEngine video
CharityEngine video CharityEngine screenshot: Real-time updates CharityEngine screenshot: MobilePay for Contactless Donations Mobile app CharityEngine screenshot: CharityEngine Donor Dashboard CharityEngine screenshot: CharityEngine self-service donor portal CharityEngine screenshot: CharityEngine marketing automation CharityEngine screenshot: Online Donation Forms Back-end and Front-end CharityEngine screenshot: Online Fundraising Landing Page

Features

Total features of CharityEngine: 169

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Alumni Management
  • Appointment Scheduling
  • Assignment Management
  • Attendance Management
  • Auction Management
  • Auto-Responders
  • Automated Scheduling
  • Billing & Invoicing
  • CRM
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Channel Management
  • Click Tracking
  • Client Portal
  • Committee Management
  • Communication Management
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact Management
  • Content Management
  • Contribution Tracking
  • Credit Card Management
  • Credit Card Processing
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Experience Management
  • Customer History
  • Customer Profiles
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Questions
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Database Support
  • Design Management
  • Direct Mail Management
  • Document Storage
  • Document Templates
  • Donation Tracking
  • Donor Discovery
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dues Management
  • Electronic Payments
  • Email Distribution
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Analytics
  • Event Management
  • Event Scheduling
  • Event Ticketing
  • Event Tracking
  • Event Triggered Actions
  • File Management
  • For Nonprofits
  • Forms Management
  • Fraud Detection
  • Fundraising Management
  • GPS
  • Gift Matching Management
  • Grant Management
  • HTML5 Technology
  • Help Desk Management
  • Historical Reporting
  • Image Library
  • Interaction Tracking
  • Landing Pages/Web Forms
  • Mailing List Management
  • Member Accounts
  • Member Database
  • Membership Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Giving
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Online Booking
  • Online Forms
  • Online Giving
  • Order Management
  • Order Processing
  • Order Tracking
  • PCI Compliance
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pledge Management
  • Preview Functionality
  • Process Control
  • Productivity Analysis
  • Project Templates
  • Purchase Order Management
  • QuickBooks Integration
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Records Management
  • Recurring Giving
  • Recurring/Subscription Billing
  • Registration Management
  • Reminders
  • Remote Update / Installation
  • Reporting & Statistics
  • Reporting/Analytics
  • Retention Management
  • SMS Marketing Managment
  • SMS Messaging
  • Sales Management
  • Scheduled / Automated Reports
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Social Media Integration
  • Social Media Management
  • Social Media Monitoring
  • Social Promotion
  • Status Tracking
  • Summary Reports
  • Support Ticket Management
  • Support Ticket Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Transaction History
  • URL Customization
  • Video Management
  • Volunteer Management
  • Web Forms
  • Web Traffic Reporting
  • Website Analytics
  • Website Integration
  • Website Management
  • Workflow Management
  • eCommerce Management

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Reviews

Overall rating

3,9 /5
(19)
Value for Money
3,5/5
Features
3,9/5
Ease of Use
3,4/5
Customer Support
3,6/5

Already have CharityEngine?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 19
Michelle H.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Power behind your reporting

Reviewed on 2020/11/18

Pros

CharityEngine is a great CRM tool, for me the feature I use most often is query builder to create custom reports of specific parts and types of data. I love the functionality available in Query Builder, and since my organization has some pretty complex data structures, CE makes it really easy for me to get exactly the data I need at any given time.

Cons

Sometimes when there are updates to the software, some functionalities are down temporarily, but their team always works swiftly to make sure everything is running smooth!

Benjamin M.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2-10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Not just Donor Management

Reviewed on 2019/08/22

The system not only solves some of the most complex donor management system needs, but in some...

The system not only solves some of the most complex donor management system needs, but in some cases it's working for my association customers to manage membership needs as well. As for associations that have a donor arm, which is where we've done a lot of work, this system is easy to integrate as needed but is a real 360 degree view while also having top notch web forms, marketing automation and other critical items that are huge money and time savers for nonprofits

Pros

For a multi-tenant system, I'm really surprised at the extensibility of the system. Without "customizing" everything, it's really flexible and configurable to meet a lot of different business rules that are unique to my customers. Their data model and ability to query and layer queries is really impressive compared to similar systems in the market.

Cons

Hard to say, I think it may be somewhat difficult to set up if you aren't trained on it like my team is as an integration and implementation firm. We work with many similar systems in the market though and I'd say comparatively, it's easier to set up than most other member and donor management systems. I wish it had some additional functionality like the Association Management Systems (AMS) market has around testing, certification and things like that, we could have consolidated down to fewer systems in the stack for our customers who we implemented it for, but that's not what we bought it for. I'm super pleased with what's there.

Margie E.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Design seems tailored more to mass mailers than high dollar cultivators

Reviewed on 2020/07/23

I was brought in to the organization after they had spent 9 months trying to transition to Charity...

I was brought in to the organization after they had spent 9 months trying to transition to Charity Engine. I found that the data transfer from our old system was not done correctly and it took a lot of time to get that sorted out. It isn't intuitive, and is over complicated. It is hard to find what you are looking for in the navigation.

Pros

Query capability. Online forms. Payment processing.

Cons

We can't use for generating acknowledgement letters because they won't format correctly. We didn't use initially for email communication, but they have improved that feature. It is very clunky to add or update individual records, requiring user to go in and out of many screens and remember to flag things, such as address is preferred, and remember to click a save button. Far too many steps. It doesn't help with grant management. Event management also is not good. It is difficult and time consuming to record activities (meetings, phone calls) that you have had with your donors, and then they are not exportable on reports.

Response from CharityEngine

Margie, thank you for your feedback. It looks like we missed on training here. Many of the issues you've cited, such as properly formatted acknowledgement letters or recording and reporting on activities are core capabilities and we're going to make sure we get you up and running. Better knowledge around how to navigate the platform may also help lead to less clicks to get what you need. I believe our team has already reached out to you for additional help and training and hopefully you are already on a path to a better experience. Thank you for your partnership and for letting CharityEngine be part of the wonderful work you are doing at Center for Education Reform.

Nick L.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A view from a non-profit Food Bank.

Reviewed on 2019/07/11

As the donor database manager, I spend each and every day within CharityEngine. Processing...

As the donor database manager, I spend each and every day within CharityEngine. Processing donations, tracking pledges, building forms, event management, reporting and more. The overall experience I have had with CharityEngine is hands down some of the best. Each and every feature within CharityEngine continues to inspire individual growth within myself as the opportunities are endless.

Pros

The convenience, and ease of all fundraising streamlines comes within CharityEngine. From simple donation processing, to online forms, event registrations and individualize marketing tools, CharityEngine is the powerhouse software. CharityEngine continues to improve with each and every release bringing more and more improvements for continued growth in the fundraising segments. Managing our major gifts program through CharityEngine has allowed our gift officers to track opportunities, pledges and payments, reporting and all, in real-time.

Cons

Although we integrated CharityEngine just shy of a little over two years ago, it seems like just yesterday! We continue to grow as an organization, and within that growth we continue to grow within CharityEngine. That being said, each and every day I continue to learn more and more that CharityEngine can do. Of course, we run into a hurdle here and there, but fortunately, we have a great support team behind us, and for that fact we really haven’t run into anything we find as a dislike.

John C.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great comprehensive solution!

Reviewed on 2019/08/24

Pros

- Flexibility and ease of use
- Robust functionality that facilitates/addresses all of our fundraising, marketing and donor management needs.
- very responsive customer support

Cons

No complaints. This is a great, very cost effective solution.

Showing 5 reviews of 19 Read all reviews

CharityEngine FAQs

Below are some frequently asked questions for CharityEngine.

CharityEngine offers the following pricing plans:

  • Starting from: US$149,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Free 10-Day Trial of our Sandbox, no cc required. Unlimited Donation Forms & Payment Tools starting at $149/month. - Create beautiful, branded donation forms for one-time & monthly giving with built-in payment processing, email auto-responders & get best-in-class security. Accept Credit Cards, ACH, & PayPal, with direct bank integration so you get your funds automatically. eCRM & Online tools for Virtual Fundraising starting at $289/month - See how much easier and more cost-effective digital fundraising and communications can be when your forms, email marketing, social tracking, and even events, peer-to-peer, and advocacy all run online together. All-in-one Fundraising Platform starting at $349/month - When your CRM and all of your donor tools like peer-to-peer, online forms, events, user center, major gifts, corporate tracking, direct mail, and everything else need to be in one place.

We do not have any information about CharityEngine features

CharityEngine has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

CharityEngine supports the following languages:

English

CharityEngine supports the following devices:

CharityEngine integrates with the following applications:

Authorize.Net, Blackbaud Raiser's Edge NXT, CharityEngine, DonorDrive, FCRM Insurance, Facebook, FedEx Ship Manager, Google Analytics, Google Maps, Microsoft Dynamics SL, Microsoft Excel, Microsoft Outlook, Microsoft Power BI, PayPal, Quickbooks Online, Symantec Endpoint Protection, Twitter, Typeform, UPS Ready

CharityEngine offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for CharityEngine.