CharityEngine Features

As reported in 20 CharityEngine reviews. Reports on various important data and metrics.

Based on 19 CharityEngine reviews. The ability to track each interaction with donors and maintain a record of their giving history.

Tools to automate a variety of processes such as email marketing and emailing receipts. 17 reviewers of CharityEngine have provided feedback on this feature.

Based on 18 CharityEngine reviews. Profiles for each donor including contact information, interaction history, and giving history.

As reported in 19 CharityEngine reviews. Allows users to customize their home page to display the information relevant to their role and tasks.

Based on 21 CharityEngine reviews. Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes.

Based on 21 CharityEngine reviews. Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends.

As reported in 21 CharityEngine reviews. Provides standard templates for letters and emails and/or allows users to create their own.

Creates custom fields to track information about donors or gifts that is specific to an organization. This feature was mentioned in 21 CharityEngine reviews.

Based on 18 CharityEngine reviews. The ability to plan and execute fundraising campaigns based around specific goals.

Based on 18 CharityEngine reviews. The ability to accept donations online via a website, social media, or mobile device.

Based on 16 CharityEngine reviews. Tools to plan fundraising events, including ticketing, registration, and attendance tracking.

Based on 18 CharityEngine reviews. The ability to set up recurring donations of a specific amount at a chosen interval.

Based on 14 CharityEngine reviews. The ability to create social media fundraising pages that are shareable and leverage social networks.

The ability to use mobile devices to collect in-person donations at an event or kiosk. This feature was mentioned in 15 CharityEngine reviews.

Tools to create, customize, and send out mass marketing emails to specific donor groups. 17 reviewers of CharityEngine have provided feedback on this feature.

Tools to create paper flyers and other mailings to be sent via direct mail. This feature was mentioned in 14 CharityEngine reviews.

Tracks action steps and notes for each prospective donor in the donor pipeline. This feature was mentioned in 16 CharityEngine reviews.

Records gift pledges and updates remaining amount based on installments. 16 reviewers of CharityEngine have provided feedback on this feature.

As reported in 21 CharityEngine reviews. Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors.

Stores event registration and ticketing information collected through online forms or manual data entry. This feature was mentioned in 18 CharityEngine reviews.

Downloads gift information from integrated fundraising tools into donor profiles. This feature was mentioned in 21 CharityEngine reviews.

Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. This feature was mentioned in 17 CharityEngine reviews.

Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. This feature was mentioned in 33 CharityEngine reviews.

As reported in 32 CharityEngine reviews. Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.

Enables gift acknowledgment and letter and electronic communications with constituents. 33 reviewers of CharityEngine have provided feedback on this feature.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders. This feature was mentioned in 35 CharityEngine reviews.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 28 reviewers of CharityEngine have provided feedback on this feature.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. 31 reviewers of CharityEngine have provided feedback on this feature.

Based on 29 CharityEngine reviews. Analyzes effectiveness of an organization's various marketing activities

As reported in 31 CharityEngine reviews. Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

As reported in 34 CharityEngine reviews. Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Based on 18 CharityEngine reviews. Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Based on 35 CharityEngine reviews. Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.

Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) 33 reviewers of CharityEngine have provided feedback on this feature.

Allows users to schedule automated reports to be pulled at a specified day and time. 33 reviewers of CharityEngine have provided feedback on this feature.

As reported in 29 CharityEngine reviews. Provides fund accounting support to track payments receivable and pending.

Supports online donation and event registration processing and imports fundraising data into records. This feature was mentioned in 35 CharityEngine reviews.

As reported in 23 CharityEngine reviews. Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. This feature was mentioned in 23 CharityEngine reviews.

Capability to perform complex tasks without constant human input This feature was mentioned in 15 CharityEngine reviews.

Based on 15 CharityEngine reviews. Works across multiple software systems or databases