CharityEngine Software

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Find out more:

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About CharityEngine

CharityEngine's nonprofit CRM software simplifies the fundraising process, so you spend more time on your campaigns and less time struggling with technology. It has the tools for managing donors, receiving donations, processing payments, and more. CharityEngine is a mission-driven software built specifically for nonprofits looking to change the world. Book your demo today to see how CharityEngine can help you achieve your fundraising goals. ...

CharityEngine Pricing

CharityEngine is a nonprofit CRM that offers every client a completely customized pricing package. This means we can build a package that eliminates your pain points, grows your organization, and works within your budget. Our pricing starts by evaluating how many contacts you have, how many emails you send monthly, and the length of your contract. A mid-size nonprofit can expect to pay between $350 and $1,000 a month for our all-in-one platform, which includes nonprofit CRM software, donation and event forms, direct mail, events, recurring gifts and membership, peer-to-peer fundraising, email marketing, data and workflow management, virtual/silent auctions, and payment processing. Please contact us for a customized quote!

Starting price: 

$350.00 per month

Free trial: 

Not Available

Free version: 

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CharityEngine User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4

Customer support

4

Functionality

4

Showing 1 - 5 of 27 reviews

Michelle

Verified reviewer

Company size: 11-50 employees

Industry: Non-Profit Organization Management

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

November 2020

Power behind your reporting

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 switching to CharityEngine

We needed more everything!

Dana

Company size: 11-50 employees

Industry: Fund-Raising

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
4

Value for money

out of 5
3

Customer support

out of 5
4

Functionality

out of 5

January 2022

Highly-Customizable, Powerful & Accessible, Best Price

We use Charity Engine for on and offline monthly/quarterly/annual recurring donations and all online donation forms. We have a different CRM for sending email to our 250,000+subscribers and to host our actions to legislators and corporations. And another CRM for our direct mail constituents. Some at the organization argue that we should have one CRM to do all this--but I never expect that out of a company. Charity Engine clearly specializes in online donations and recurring donations, including an advance fraud suite that prevents the fraudulent testing of credit cards on their system (and fees associated). Monthly processing and all the management of credit card updating, both automatic and personal updates, are a breeze. And Charity Engine has made it clear that the data is ALWAYS ours. (Other companies we have worked with said they have the right to withhold credit card information of recurring donors, if you ever try to move off their system.)

Pros

You can do pretty much anything with either the front-end or back-end design of Charity Engine forms. This power and flexibility are exactly what our medium to large non-profit needs as we are testing and improving our online fundraising. The user interface is intuitive and user-friendly. I am not a developer and over the years I’ve learned how to navigate most things within the system, it is complex, but well organized. And if you are not technical or don’t have the time, Charity Engine will connect you with a developer. I appreciate how we have the capability to add code to our forms and templates. This has enabled us to better track conversions, ecommerce, Google Analytics, and Facebook website verification. The donation data is all there, you can query on anything and export it into excel to analyze. Note: We added custom hidden fields to help with tracking donations from third party sites and other CRMs. Sustainer charging is very simple within Charity Engine. The amount of work required once you have someone set up in it is minimal. The help files are actually helpful, and are clearly written to walk you through things you need to do.

Cons

We cannot use the “standard donation form” to meet our fundraising needs. We have custom forms and once you make custom forms, if they break, Charity Engine support (often) can’t fix. You need to go to a developer. Good news is forms don’t break often. Not a system flaw—rather warning to the user, because the tool is so powerful and hands on, you do have the ability to do almost anything, including break the forms. More than once I have wanted to test something new, so I tinkered with the forms and broke something else. Always create copies of forms and test them out before changing in a live environment. Sometimes, the Charity Engine staff seem to have limited experience with, or solutions for, integrating CE with other platforms. For example, we spent months trying to get Google Tag Manager to work correctly on Charity Engine forms so we could run a functional Facebook Ad campaign. Another example, we had a comma issue with our forms that makes $1,000+ transactions register as $1 in Google Analytics. We had to work with independent contractors to resolve both of these issues, even though we imagine they are issues all Charity Engine clients must face. The system can be a little buggy, so you have to pay attention to things—especially patterns. Example: every now and then the amount a donor has entered into specific form changes on its own after they hit the submit button, but because it can’t be consistently reproduced, there’s nothing they can do about it.

Reasons for choosing CharityEngine

In 2015 we researched Salsa's donation forms, Salesforce, and Blackbaud's Luminate. We were impressed with Charity Engine because they understood the importance of allowing back-end users (people at our org) to access all functions, data, and operations of the system--it is well-organized and accessible. Before our most recent contract renewal, we have researched SALSA Fundraise and Blackbaud's Luminate to sync with Raiser's Edge, because they were two other CRMs our org is currently using. When shopping around, we focused how these other platforms handle monthly processing, because that is where the majority of our donations come from. Although we also need dynamic highly customizable online donation forms. It is important to keep in mind that these companies make their money off you donation/payment processing--so keep a close eye on these fees, more than what you are paying monthly to use the system. Charity Engine matched our current rates and therefore won on payment processing for both Credit Cards and ACH. Charity Engines monthly payment processing, credit card updater, fraud protection suite, and manual processing is far superior to SALSA Fundraise. Luminate cost considerably more than Charity Engine to process monthly donations and to set up their platform. And why? Luminates functionality was far behind Charity Engines (in 2021). Example, BB said they would be rolling out PayPal on their donation forms "soon."

User Profile

Margie

Verified reviewer

Company size: 2-10 employees

Industry: Non-Profit Organization Management

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
2

Ease-of-use

out of 5
3

Value for money

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

July 2020

Design seems tailored more to mass mailers than high dollar cultivators

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.

Reasons for choosing CharityEngine

IDK

Reasons for switching to CharityEngine

I don't know - I wasn't here then.

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.

Replied September 2020

Rion

Company size: 2-10 employees

Industry: Museums and Institutions

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

June 2021

Charity Engine has been one of our best investments

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.

Response from CharityEngine

We at CharityEngine appreciate your generous feedback. Thank you.

Replied October 2021

Benjamin

Company size: 2-10 employees

Industry: Non-Profit Organization Management

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2019

Not just Donor Management

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.

Reasons for choosing 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.

Reasons for switching to 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.

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