All-in-One Nonprofit CRM

CharityEngine is nonprofit Constituent Relationship Management (CRM) software, which means it automates the management of your donors. Simply put, we can track and manage every interaction you have with your donors, as well as provide extensive reporting and insights to help you personalize the donor experience, maximize giving in a thoughtful way, and strategically grow your nonprofit. While we can customize the system to meet almost any need your nonprofit might have, our capabilities include: 

• Nonprofit CRM software
• Donor journey management
• Donation and event forms
• Recurring gifts and membership/sustainer/pledge management
• Volunteer tracking
• Major gifts, grants, and corporate sponsorship moves management
• Events management
• Peer-to-peer fundraising
• Virtual/silent auctions
• E-Commerce/online shopping cart
• Grassroots advocacy campaigns
• Email marketing and marketing automation
• Data and workflow automation
• Direct mail campaign tracking with options for mirrored SQL database
• Advanced reporting/analytics and query tools
• Payment processing (and we're the only ones with SustainerIQ, which helps you raise up to 30% more from monthly giving)

While we do think we offer an excellent product, we also know that we aren’t the right solution for every nonprofit. If you can answer yes to several of the following questions, it’s worth your time to look a little more closely at what CharityEngine has to offer.

• Is fundraising a significant focus for your organization?
• Do you have (or do you want to have) a monthly giving program?
• Does your nonprofit focus on events, virtual or otherwise?
• Do you currently rely on multiple systems to keep track of your donors?
• Would automated marketing outreach and reporting save a lot of time and effort?

It starts with Phil Schmitz, our CEO, and his genuine desire to ensure charities aren’t held back by technology. In fact, he built the software to solve a problem faced by one of the largest nonprofits in the U.S.!

But what makes this technology the best? It's the only true all-in-one system, meaning your fundraising tools and donor data are in one place - no syncs or uploads necessary. And only CharityEngine has SustainerIQ, which promises monthly revenue retention up to 30% higher than anyone else.

Simply put, we can guarantee you'll raise more money than the software costs. If not, you'll get your money back. No one else can say that!

It’s logical to look at a PayPal button on your website and think, “Okay, that gets me donations. Why would I need a whole system, just to manage donors?” And we would say that yes, you are collecting donations. But let’s look at two scenarios.

• In the first scenario, a donor clicks on your PayPal button and donates $100. You send her an email thanking her, but you are not able to tie that donation to her overall contribution history. A general thank-you note is nice, but you’re not able to use data to properly or personally engage with her. 

• In the second scenario, she clicks on the donate button on your website. Instantly, that information joins all the data we have on this donor—how often she’s given in the past, how this donation compares to past donations, how regularly she donates, if she has any personal story that makes her more committed to your cause—in the CharityEngine database. It’s analyzed so that every future communication with her is personalized. She feels recognized and appreciated...and decides to give more often.
  
  And you can access this vast amount of information, pulling reports to measure any metrics you want. Your board of directors will appreciate the clarity of your reports, and you will bask in the steady, sustained growth of your nonprofit. 

As you see, donor management software elevates standard donor communication. It helps nonprofits build and sustain personal relationships with donors, which engenders loyalty and increases giving.

CharityEngine helps groups integrate with third-party accounting systems by mitigating the need for manual entry. At the same time, we give control to the nonprofit to verify the data before the transaction data is passed over to the accounting system. An accountant will want to reconcile the amount that was raised and see how much money was received in the bank account, depending on how the nonprofit operates.

For other third-party systems, we have some options:

• We can upload information, with the option of attaching outside ID codes to existing records.

• We can use a File Transfer Protocol (FTP) for the transfer of information in a configurable template.

Regardless of which approach we use, we will ensure all systems are seamlessly connected. 

CharityEngine processes millions of transactions—worth hundreds of millions of dollars—every year. As a payment gateway, we connect donors, processors, and credit cards to ensure donations are swiftly and securely processed.

The gold standard for payment security is PCI compliance, meaning an organization follows and achieves the Payment Card Industry Data Security Standards. CharityEngine is both PCI-certified and SOC 2-certified, meaning that we are rigorously audited by third parties to ensure personal information and financial information are safe.

A good CRM will collect a lot of valuable data on your donors, and this data can be mined for insights that will help you connect with constituents. CharityEngine’s software offers business intelligence and insights that will enable you to develop highly targeted (and highly effective) emails, fundraising initiatives, and campaigns. You will be able to personalize your donor’s journey, which will increase interest, loyalty, and donations. With the ability to manipulate and customize reports, you will be able to look at donor data from any view, turning information into initiatives that help your nonprofit grow.

Upon contract execution, a formal handover will occur between the sales team and the CharityEngine Customer Experience (CX) team. This group prioritizes your satisfaction as the primary goal throughout the process, from requirements gathering to system build, training, testing, and launch. An average implementation takes about three months, and we do most of the heavy lifting. This is where our strong partnership with our clients is solidified; we understand what you want to accomplish, and we follow a well-planned approach to help you get there.

As part of the implementation process, the CX team will assist you in creating a donation form on your website. When a donor enters information and clicks “donate,” the data flows from your website and into CharityEngine’s database. The donation is routed to the credit card processor and shows up in your bank account in a day or two.

We have pricing plans that will suit any nonprofit, but we'd urge you to think beyond immediate dollars and cents.

First, consider buying the software version that will suit you in six months or a year. For example, if you anticipate growing and planning an auction, ensure your fundraising software includes auction features. We're sure you'll grow using CharityEngine, so consider what you'll need when you grow quickly.

Second, there's value in considering the ROI of software. Sometimes it's helpful to shift the paradigm and realize you'll pay for features in the first month of using them.

As for the cost of CharityEngine, it depends on your size. We have a solution that suits almost everyone. Even if you're in the early stages of growth, it's worth a call to see if we can help.

If you're a growing nonprofit ($1.5M to $10M), we have pricing levels that will fit your needs and budget. If you're an enterprise nonprofit ($10M+), we'd love to share the exciting things we've done with clients like Wounded Warrior Project and Easterseals!