About CharityEngine

Launched in 2010 by a leading CRM and business applications provider, CharityEngine is a web-based Non-Profit solution suitable for a variety of nonprofits, including faith-based ministries, animal welfare, arts and culture, veterans concernsand the environment. 

CharityEngine offers outstanding functionality for tracking donor history and fundraising, email marketing and other outreach, eCommerce, donor Customer Relationship Management, event planning, and advocacy management. Most applications can be purchased on a standalone basis, but we find that selecting the full suite of necessary solutions from one source means that, not only is data kept in in one central database but, the customer support is seamless and expeditio...


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Supported Operating System(s):

Web browser (OS agnostic)

19 Reviews of CharityEngine

Average User Ratings

Overall

3.84 / 5 stars

Ease-of-use

3.5

Value for money

3.5

Customer support

3.5

Functionality

4.0

Ratings Snapshot

5 stars

(8)

8

4 stars

(3)

3

3 stars

(6)

6

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 19 results

July 2020

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

2.0

Functionality

5.0

July 2020

It’s a great tool for managing donors/customers

It allows for direct emailing to donor/customer with specific notes on the file. A complete record of transactions etc. You can set up regular recurring payments. The reporting is great.

Pros

Searching for donors and making changes is easy and intuitive

Cons

It can take some time to load searches. I haven’t been able to get much of a response from customer service on an issue.

Response from CharityEngine

Replied July 2020

Thank you for sharing such positive feedback. We pride ourselves on customer support so please reach out at hello@charityengine.net so we can help resolve your need.

August 2019

Benjamin from AssociationWire LLC

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

July 2020

Margie from The Center For Education Reform

Verified Reviewer

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

3.0

Customer support

4.0

Functionality

4.0

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

July 2020

Holly from Rainforest Trust

Company Size: 11-50 employees

Industry: Environmental Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

5.0

July 2020

Full time daily user

I am able to keep really good track of the donors I am responsible for, so CharityEngine is a very effective tool for me. It is the primary tool I use on a daily basis, and I am regularly finding ways to produce data and reports from queries that are replacing our old spreadsheet tracking methods.

Pros

I appreciate that I can easily track things I have done, or need to do, with regard to a specific People record. I use the "Activities" module for every donor change (or review) I make. I also very much appreciate being able to write complex queries and then schedule them to send me reports as frequently as I want them.

Cons

There are a few things that could be streamlined, such as when it is time to change the entry in the "Solicitor/Account Manager" field. However, the customer support team takes our concerns and our suggestions seriously, and I have been impressed by the proactive response to recommendations from users.

Response from CharityEngine

Replied July 2020

Thank you for you great review and partnership!

July 2019

Nick from Food Bank for the Heartland

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2019

A view from a non-profit Food Bank.

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.

Reasons for Choosing CharityEngine

Choosing the right platform requires that you ensure you have all that you need within the product. CharityEngine provides just that. The decision was made to convert to CharityEngine for that, and it was the right choice for us!