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 Version
  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$149.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

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

Features

Total features of CharityEngine: 170

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Accounting Software
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Alumni Management Software
  • Appointment Scheduling Software
  • Assignment Management
  • Attendance Management
  • Auction Management
  • Auto-Responders
  • Automated Scheduling
  • Billing & Invoicing
  • CRM Software
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Channel Management Software
  • Click Tracking
  • Client Portal
  • Committee Management
  • Communication Management
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact Management Software
  • Content Management System (CMS) Software
  • 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 Creation
  • Dashboard Software
  • Data Capture and Transfer
  • Data Import/Export
  • Data Retention Management
  • 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 Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Engagement Tracking
  • Event Management Software
  • Event Scheduling
  • Event Ticketing
  • Event Tracking
  • Event Triggered Actions
  • File Management
  • For Nonprofits
  • Forms Management
  • Fraud Detection
  • Fundraising Management
  • GPS
  • Gift Matching Management
  • Goal Setting / Tracking
  • Grant Management Software
  • HTML5 Technology
  • Help Desk Management
  • Historical Reporting
  • Image Library
  • Interaction Tracking
  • Landing Pages/Web Forms
  • Mailing List Management
  • Member Accounts
  • Member Database
  • Membership Management Software
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Giving
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Online Booking
  • Online Forms
  • Online Giving
  • Order Management Software
  • Order Processing
  • Order Tracking
  • PCI Compliance Software
  • Payment Processing Software
  • Performance Management
  • Performance Metrics
  • Personalization Software
  • 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 Software
  • Recurring Giving
  • Recurring/Subscription Billing
  • Registration Management
  • Reminders
  • Remote Update / Installation
  • Reporting & Statistics
  • Reporting/Analytics
  • SMS Marketing Managment
  • SMS Messaging
  • Sales Management
  • Scheduled / Automated Reports
  • Scheduling Software
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Social Media Integration
  • Social Media Management Software
  • Social Media Monitoring Software
  • Social Promotion
  • Status Tracking
  • Summary Reports
  • Support Ticket Management
  • Support Ticket Tracking
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management Software
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Transaction History
  • URL Customization
  • Video Management Software
  • Volunteer Management Software
  • Web Forms
  • Web Traffic Reporting
  • Website Analytics
  • Website Integration
  • Website Management
  • Workflow Management Software
  • eCommerce Management

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DonorPerfect

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Reviews

Overall rating

4 /5
(20)
Value for Money
3.8/5
Features
4.2/5
Ease of Use
3.6/5
Customer Support Software
3.8/5

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Showing 5 reviews of 20
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 Software
  • 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!

Reasons for Choosing CharityEngine

We needed more everything!

Switched From

Blackbaud eTapestry
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 Software
  • 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.

Alternatives Considered

Salesforce.org, DonorDrive and Blackbaud Fundraising

Reasons for Choosing CharityEngine

Our customer would say that the functionality was greater and more all-inclusive, and the pricing model is surprisingly creative and flexible for the enterprise level system you get.

Reasons for Switching to CharityEngine

After spending months to consider a CRM based approach and all of the additional customizations and other 3rd party systems that would be needed to accomplish our customer's goals, the cost to stand up the system and get up and running was cheaper and faster while the customer felt they did not sacrifice quality or support.
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 Software
  • 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.

Rion H.
Overall rating
  • Industry: Museums & Institutions
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Charity Engine has been one of our best investments

Reviewed on 2021-06-22

My overall experience has been exceptional. The implementation, support, and onboarding teams of...

My overall experience has been exceptional. The implementation, support, and onboarding teams of Charity Engine truly go above and beyond to ensure customer satisfaction.

Pros

The ease of use and implementation was important to us, and the continued support is the best I have ever worked with.

Cons

I honestly can not think of a single con to this product.

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 Software
  • 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.

Showing 5 reviews of 20 Read all reviews

CharityEngine FAQs

Below are some frequently asked questions for CharityEngine.

CharityEngine offers the following pricing plans:

CharityEngine has the following typical customers:

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 Security, Twitter, Typeform, UPS Ready

CharityEngine offers the following support options:

Email/Help Desk, Knowledge Base Software, Phone Support, Chat

Related categories

See all software categories found for CharityEngine.