CharityEngine for Outlook

Fundraise Without Leaving Your Outlook Inbox

Get the donor insights and CRM tools you need right inside Outlook. Stay connected, capture every interaction, and keep fundraising moving without switching between systems.

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woman using CharityEngine from within Microsoft Outlook
Donor Insights in Outlook

Know the Donor Behind Every Email

What if you could see the donor behind every email? Access giving history, recent activity, and key details at a glance, so every conversation starts with context.

 
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Connected Communication

Keep Every Donor Conversation Connected

Automatically log emails to CharityEngine so important conversations become part of the constituent record and stay visible to your entire team. 
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all donor emails connected to CharityEngine
More Than Email

Your Donor CRM, Right Where You Work

Turn everyday donor conversations into action by updating CharityEngine directly from your inbox.

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Create Activities

Capture calls, meetings, follow-ups, and other donor touchpoints as they happen.
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Add Notes

Save important donor details and conversation context directly to their CharityEngine record.
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Manage Opportunities

Create and update fundraising opportunities without leaving Outlook.
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Create Cases

Turn donor questions and requests into cases your team can track and resolve.
Coming Soon

Put CharityEngine Copilot in Your Inbox

Bring your AI fundraising partner into Outlook for instant donor intelligence and fundraising support.

  • Understand Every Donor: Summarize giving, engagement, and relationship history in seconds.
  • Get Answers Fast: Ask questions about your donors and fundraising data in everyday language.
  • Personalize Outreach: Draft donor communications using the full context of each relationship.
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CharityEngine for Outlook

Choose How You Work in Outlook

Access donor insights and keep emails connected to CharityEngine, or go further with CRM tools and CharityEngine Copilot right in your inbox.
CharityEngine for Outlook
CharityEngine for Outlook Plus
Sync Outlook Emails to CRM
Included
Included
View Donor Summary Contact Information & Giving History
Included
Included
Manage CRM Data Activities, Opportunities, Cases, and Notes.
Not Included
Included
CharityEngine Copilot
Not Included
Included
Still Have Questions?

CharityEngine for Outlook

What is CharityEngine for Outlook?

What donor information can I see in Outlook?

Can emails be saved to CharityEngine?

What is Outlook Connector Plus?

Your CRM, Right in Your Inbox

Let’s Talk About CharityEngine for Outlook

See how CharityEngine for Outlook can help your team work more efficiently and build stronger donor relationships.
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