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CharityEngine is an all-in-one nonprofit CRM and fundraising software built to help mission-driven organizations simplify operations, strengthen donor relationships, and grow impact.
This FAQ answers the most common questions we hear from nonprofits researching CRM software for nonprofits, recurring giving software, and fundraising platforms, from data migration and donor management to pricing and support.
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A nonprofit CRM is your organization’s central hub. It's one place to track donors, gifts, campaigns, volunteers, and engagement. CharityEngine's nonprofit CRM helps teams replace scattered spreadsheets with a single source of truth for fundraising, marketing, and donor management.
For-profits chase customers; nonprofits nurture relationships. CRM software for nonprofits is built around donors, sustainers, and mission outcomes, with features for giving history, soft credits, pledge tracking, and event management, not sales quotas.
If you're spending more time fixing lists than fundraising, yes. A CRM saves hours, reduces duplicate data, and helps you actually use the information you collect. It helps you thank donors, automate receipts, and plan your next big campaign.
"All-in-one" means you get everything in one platform: fundraising tools, email and text marketing, events, advocacy, payment processing, and reporting — all tied to the same database. CharityEngine’s all-in-one nonprofit CRM means fewer integrations, fewer fees, and fewer headaches.
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Look for: ease of use, integrated payment processing, automation, customizable reporting, and real human support. Bonus points if it’s PCI-certified (like CharityEngine) and built for recurring giving.
Not as scary as you think. CharityEngine's onboarding team helps clean your data, map your fields, and migrate everything safely without losing your recurring donors or payment tokens.
It depends on your data. Most CharityEngine clients transition within a few weeks once data is cleaned and approved. We walk with you from import to launch, testing every piece before go-live.
Not with CharityEngine. We securely re-tokenize credit cards and ACH payments so your sustainers stay active without needing to re-enter anything.
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It turns raw data into insight. With CharityEngine, you can segment donors by engagement, track campaign results in real time, and personalize outreach to grow gifts and retention.
Donor management focuses on relationships and history; fundraising software powers campaigns, events, and payments. CharityEngine combines both, so you don't have to juggle multiple tools.
Absolutely. Create custom registration pages, ticketing, and peer-to-peer campaigns right inside the CRM. Everything syncs automatically; no exporting or importing required.
You won't need to. CharityEngine includes native email and SMS marketing, complete with automation, templates, and personalization powered by your donor data.
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Recurring giving software automates monthly, quarterly, or annual donations so your revenue stays predictable. CharityEngine's SustainerIQ takes it further, automatically retrying failed payments and keeping your donors active month after month.
Recurring donors are the backbone of financial stability. They give more overall, cost less to retain, and provide steady income that helps you plan confidently.
Most CRMs accept recurring gifts but don't manage them well. In fact, on average, nonprofits lose up to 30% of their monthly giving revenue. SustainerIQ automatically updates expired cards, retries failed transactions, and alerts you before you lose revenue. It's like a safety net for your sustainer program, ensuring you collect at least 90% of your recurring gifts.
Yes, CharityEngine offers donor self-service portals so supporters can update their cards, view their giving history, and manage preferences without staff intervention.
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Built-in processing means your CRM handles donations directly without a third-party gateway or extra logins. With CharityEngine, you get PCI-certified payment processing, the highest level of security, better reconciliation, and lower processing costs.
PCI DSS is the global standard for safely handling credit card data. If your donation form isn't PCI-compliant, you’re putting donors at risk. CharityEngine is a certified payment processor, so you're covered.
Yes! CharityEngine supports ACH, Apple Pay, Google Pay, DAF, and all major credit cards, so donors can give however they prefer.
Very. CharityEngine uses bank-level encryption, secure tokens, and role-based access to keep your donor data safe. We never store CVV codes and maintain SOC 2 compliance.
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Pricing depends on your contact count, payment volume, and feature needs. CharityEngine offers flexible plans designed for growing nonprofits. Because payment processing is native to the system, your total cost of ownership is lower than juggling multiple systems.
All plans include CRM, forms, payments, email, reporting, and sustainer management for recurring giving. Implementation, migration, and training are guided by our onboarding team so you’re never flying solo.
You'll have real humans who know nonprofits. CharityEngine’s support team, training library, and community resources are all included! No ticket black holes, no bots.
Most clients are up and running within weeks to a few months. You'll start with an onboarding specialist, map your data, test integrations, and launch with confidence.
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Still have questions? That's exactly what we’re here for.
CharityEngine's all-in-one nonprofit CRM brings fundraising, payments, and recurring giving together in one easy platform. Let's talk about how it can help your team work smarter and raise more. Book a demo now!