(1) We now a user friendly client system that will allow us to rapidly obtain client information (2) We are able to identify clients who are using different names or visiting multiple agencies to get services. (3) All agencies in our county are now working more closely together to help clients.

This software has helped our county set up its first system for tracking clients and assistance. Within the first few days it helped our ministry identify people who were using different names to receive duplicated services. We are also able to identify clients who are reporting different levels of incomes and different family members to the various agencies in order to obtain more services. Charity Tracker is having a big impact on our churches and small agencies who do not have trained interviewers or extra staff. As our ministry loads clients, it allows the smaller agencies to see all of the client information that they would not normally have access to.

The initial start up is time intensive as we have to load every client that comes in. With 14,000 assistance cases per year it will take us some extra time to get everyone loaded. Once they are loaded the first time this problem will go away and it will be much easier.

We extract monthly information from CT to keep track of the number of clients we are seeing on a monthly basis and to share with board members and other community members. I have someone else pulling that information for me and would like to see more options for creating reports that are easy to read.

I like the fact that the software is very easy to use and understand. We currently use two versions of the software to keep track of our own information but also link into other available resources in the community. Customization of the software for our own needs is also a great advantage of using CT.

As an administrator of our own version of Charity Tracker, it can be a bit confusing trying to navigate the different programs to find the information I am looking for. This may be a matter of more training to work with the program more effectively.

Ability to run reports, for individual agencies or for the entire CoC has been vital. NOTE: As far as the questions about our industry. We are an agency who serve both the vulnerable and homeless in our community and we serve as the lead agency for homelessness for the county. You industry list does not have a social services category.

Ability to view and cancel gives new users confidence to 'look' through the system. For folks that only have to input new and/or update data, the users feel confident because the software is not written in 'computerese'. Although I cannot get all the reports that I want as an administrator, the system has a large a variety of reporting options.

The lack of auto-population affords more opportunities for mistakes/keystroke errors. There are nuances to every software and because we did not have adequate training there has been too much 'learning on the job' when we are dealing with reports and data that impact grant requirements. There is verbiage that is confusing and used in different ways i.e. 'Show Assessments' in Projects versus 'Assessments' and Services/Assistance/Categories (with all three overlapping/conflicting when using). There are categories that have to be reflected under and agency's services which are (either one or both) used when you want to request or input an Assistance.

Before I make a contribution of any size, I turn to Charity Tracker to make sure that my investment is well spent, which makes this software invaluable!!!

The software provides a real time picture of how contributions are allocated. Their information is real, raw, and absolutely necessary, especially when considering the state of the economy and that most people are not giving out of abundance.

What’s not to like. The nonprofit sector, and charitable contributions at large have limited oversight, which makes them vulnerable to misappropriation. This software provides the donor with detailed, truthful information, and thereby stretching the efficiency and impact of the individual contribution.