360 degree Pipeline Management

Manage individual opportunities for major gifts for individuals, corporations, or grants with custom configurable pipeline setup. Our stream feature gives you a 360 degree, real-time view into every angle of a gift including activities and donations by people associated with that organization or household opportunity.

Pledges & Planned Gift Management

Gain full control over long-term financial commitments to manage scheduled payments, installments and collections, soft credits and 3rd party payments on behalf of a gift.

Moves Management Reporting

Control and record every stage, step and move with roll-up reporting to view pipelines for individual gift officers or as a whole.

Outlook Integrator and Web2CRM

Sync your Microsoft Outlook emails with the CRM so every communication with a prospect is auto-recorded on the Opportunity record without copying and pasting. With web2CRM, get alerts when a prospect is visiting any of your web pages so you can follow up in a timely, targeted fashion.


See what other features and capabilities CharityEngine includes related to your major gift management.


Every tool and reporting capability you need to acquire, manage & retain donors online.

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Make connections when your major givers and prospects are engaged in peer-to-peer, whether through their own event pages or by donating to others.

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Direct Mail

Run direct mail campaigns in tandem with online, email, events, DRTV, advocacy, sustainers.

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Multi-Channel Reports & Dashboards

Customizable reports and dashboards help manage data & revenue for all of your channels – email to direct mail.

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Track prospects’ online activity

Know when your major gift prospects are on your website and track what content they are viewing.

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Sustainer Management

Best-in-class tools for small monthly giving programs and large-scale, DRTV-driven sustainer campaigns.

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