Managing a nonprofit requires more than passion—it requires the right tools to streamline fundraising, donor engagement, and operations. CharityEngine is that tool.
As an all-in-one nonprofit CRM, CharityEngine is designed to help organizations manage donor relationships, automate workflows, and drive mission impact with ease. Whether you’re looking to optimize fundraising campaigns, track donor data, or simplify compliance, CharityEngine offers powerful features to support your success.
In this article, we’ll explore the key features that make CharityEngine the go-to solution for modern nonprofits.
What Makes CharityEngine Different?
CharityEngine stands apart from its competitors because of the results we promise our clients. We often point to the following statistics taken from our client data.
- 32% Increase in New Donors
- 98% Sustainer Retention Rate
- 99% Email Deliverability Rate
- 99% Fraud Protection Rate
- 90%+ Monthly Giving Revenue Retention (Industry average is 70% to 85%)
Beyond the numbers, CharityEngine has every core fundraising tool nonprofits need built into the system. This means you can run an email outreach sequence, hold an event, run a P2P campaign, and send a direct mail piece, and all that data is in the system in real-time.
There’s no syncing; there aren’t any uploads. It’s a 360-degree view that needs no updating, so you know your donors.
Then, we can discuss our hands-on implementation or our monthly feature reviews, during which our clients can explore new releases and ask questions as the product is demoed.
We can also share that more than 90% of our new features come from clients who say, “Hey, it would be great if we could...”
We’re not some private-equity-backed machine. We’re people who care a lot about helping nonprofits make the world a better place, and it’s evident in everything we do.
Key CharityEngine Features
If you’re a nonprofit interested in CharityEngine, you might want an overall view of what we offer. Questions? Just give us a ring.
Here’s a list of what's available when you’re a CharityEngine client.
CRM and Donor Database with QuickBooks Connector
- Robust Constituent Profiles (360-degree view of all donor interactions)
- Pledge Donations/Installment Payments
- Recurring Donations
- Membership Management (tracking and billing)
- Gift Probability Insights Using Artificial Intelligence
- Activities and Task Management
- Automatic Duplicate Detection
Moves Management and Donor Pipelines
- Visualize the lifecycle stages of your major donors
- Create tailored pipelines for programs like grants and scholarships
- Seamlessly track movement from one stage to another
Customizable Forms and Giving Pages
- Custom and out-of-the-box forms for donations, pledges, in-kind gifts, memberships, events, list sign-ups, and case intakes
- Create non-payment forms
- Automated Receipting
- Dedicated landing page or embeddable-form options
Email Marketing and Marketing Communication Series
- Email marketing and marketing automation
- SMS/text messaging for outreach and Text-2-Give campaigns
(*data rates apply)
- Outlook Connector (one-to-one email tracking tool)
Peer-to-Peer Fundraising
- Allow others to fundraise on your behalf through peer-to-peer microsites rallying donors around your cause
- Great for grassroots events
- Encourage team participation with individual goals and roll up to larger organizational goals
- Email/social integration to easily share your why and get others involved
Events Management
- One-click event and form creation
- Advanced ticketing
- Offline event and registration management
- Attendee registration and communications management
- Seating assignments
- Online User-Portal for self-service event information
- QR Code Check-Ins
Volunteer Management
- Recruit and manage volunteers
- Create and categorize volunteer posts and easily associate them with events
- Accurately track and report volunteer hours
Grant Management
- Manage every stage of the grant application process, from submission to decision
- Assign tasks to grant writers, set reminders, and streamline team coordination
- Generate status reports and track key metrics, including awarded, pending, and declined grants
Case Management
- Track and manage client services or donor support requests
- Send case status notifications automatically
- Analyze case trends and effectiveness with built-in reports
Membership
- Set up custom tiers, dues, and tailored benefits
- Automate renewals, payments, and set up custom reminders
- Track member activity, growth, and engagement with analytics
Self-Service Donor Portal
- Provide access to supporters’ receipts and year-end tax summaries
- Manage event tickets with guest information, dietary restrictions, etc.
- Manage communication preferences; dictate communication channels and topics
- Manage recurring payment commitments (i.e. membership, sustainer, pledges)
SustainerIQ (Subscription Billing Solution for Nonprofits)
- Collect 30% more monthly donations
- Achieve a 90%+ collection rate on recurring donations
- In-house payment gateway, AI-powered retries, automated reactivation campaigns, and monthly donor portal
- Credit card account updater (CAU), including AmEx cards
Reports and Analytics
- More than 200 out-of-the-box reports and analytic dashboards
- Realtime capture of all interactions and participation with supporters
- Automated reporting, advanced query options, and easy-to-use configurable dashboards
Standard Support
- Contact support via email or submit a support ticket via the CharityEngine client portal
- HelpCenter provides segmented videos and click-through directional guides for independent learning
- Monthly interactive Product Showcase webinars to explore new feature releases
- Regular release of blog articles highlighting new features and thought leadership topics of interest to nonprofits
Mobile Pay App
- Accept donations, event payments, and merchandise sales anywhere with a swiper
- Automatically update donor records and transactions within CharityEngine
Content Management System (CMS) and Website Hosting
- Easily create and manage engaging websites and dedicated microsites for fundraising campaigns
- Choose from existing templates or use the HTML editor for full customization
- Embed advocacy feeds, launch an online store, and publish member-restricted content
Advocacy
- Activate advocacy supporters with multi-channel action tools and dynamic issue pages
- Create targeted campaigns by demographics, location, and interest
- Reach lawmakers directly with a database of state and national officials
SMS Outreach and Text-to-Give
- Easy-to-use inbound text giving with dedicated keywords
- Real-time gift visibility and attribution
- Send campaign blasts and/or general campaign communications
- Promote giving to wider demographics
- Have real-time, two-way conversations directly within your CRM with one-to-one SMS texting
Online Auctions
- Timed, online auction module
- Mobile bidding and automated alerts
- Real-time bid authorization
- Internal check-out process
- Online user-portal for self-service management of recurring payments
Online Shopping Cart
- Internal check-out and transaction processing
- Automated fulfillment notices and receipting
- Merchandise and inventory tracking
Advanced Fraud Protection
- Patented Fraud Protection
- Mitigates bad actors from testing and processing cards
- Protects against unnecessary charge-back fees
Dedicated IPs and Domain Isolation
- Vanity Marketing Domain Options
- Enterprise Marketing Package
- 2 Dedicated IPs with Domain Isolation
Premium Support
- Expedited response times
- Roadmap visibility
- Priority Feature Development Positioning
- Dedicated Account Manager
- Regularly scheduled group-training webinars, as well as thought leadership and educational webinars
Why CharityEngine is the Ideal Partner for Nonprofits
CharityEngine isn’t just another CRM—it’s the complete package for nonprofits that want to modernize, grow, and deepen their impact.
With a unique blend of built-in fundraising, marketing, event, and donor management tools, CharityEngine eliminates the need for multiple systems, providing a truly unified experience with industry-leading technology.
Add in our client-first approach, hands-on support, and constant innovation, and you have a solution that’s as dynamic and mission-driven as the organizations we serve. If you’re ready to advance your nonprofit’s mission with technology that’s as committed as you are, CharityEngine is ready to help you make it happen.