Our latest updates are designed to help you work smarter, not harder. Learn more about our improved donor tracking, streamlined reporting, and powerful tools for personalized communication.
Whether you're reconnecting with lapsed donors, managing major gift opportunities, strengthening relationships through better contact management, or refining event communications, these updates empower your team and drive your mission forward.
Read on to discover how these new features can transform your workflows, boost donor engagement, and make your fundraising efforts more impactful than ever.
Enhanced SYBUNT and LYBUNT Reports: Reconnect with Lapsed Donors
SYBUNT (Some Year but Unfortunately Not This Year) and LYBUNT (Last Year but Unfortunately Not This Year) reports are key tools for identifying lapsed donors. For those newer to the field, these reports are essential for spotting donors who haven’t given recently, helping nonprofits tailor outreach efforts to bring them back into the fold.
At CharityEngine, SYBUNT and LYBUNT reports come standard, but we continuously strive to make them more adaptable to your unique needs. Our latest updates take donor segmentation to the next level with advanced filtering options, including the ability to filter by Fund and GL Code.
This enhancement empowers you to create highly targeted donor lists tailored to specific funds or campaigns. For example, you can now generate a report that pinpoints lapsed donors for a particular program or initiative, allowing you to craft fund-specific re-engagement campaigns.
With these updates, reconnecting with past supporters becomes more strategic, helping you increase donor retention and strengthen your mission’s impact.
Opportunities by Solicitor Reports: Gain Deeper Insights into Major Gift Efforts
If your organization has—or is looking to establish—a major gift program, CharityEngine’s Solicitor Reports are a must-have tool for tracking performance. These reports provide a detailed view of opportunities by solicitor, making it easier for Development Directors to manage their teams effectively. With insights into how each Major Gift Officer is performing and the number of active opportunities in their pipeline, you can make data-driven decisions to drive success.
What’s New in Solicitor Reports?
In our latest release, we’ve introduced two powerful updates:
- Filter by Solicitor Name: Easily narrow your report to focus on individual team members.
- Suppress Solicitors Without Open Opportunities: Streamline your view by hiding solicitors who currently have no active opportunities.
These enhancements help you focus on the data that matters most, saving time and providing clarity.
Don’t Forget the Opportunities Pipeline
CharityEngine also offers an Opportunities Pipeline View, a visual dashboard that tracks every stage of your current opportunities. With the ability to filter by solicitor, this feature provides a comprehensive, stage-by-stage overview of each team member’s active opportunities, empowering you to monitor progress and ensure no opportunity falls through the cracks.
With these updates, managing your major gift program has never been easier or more efficient. Head to Reports > Opportunities > Solicitor Summary to explore these features today! 
Contact Management Upgrades: Strengthen Relationships with Ease
Keeping donor relationships strong starts with effective contact management. CharityEngine’s latest updates make it easier than ever to track, document, and access valuable donor information. 
New “Add” Option for Contact Record Descriptions
Adding personalized details to contact records just got simpler. With the new “Add” option in the description tab, fundraisers can effortlessly document key insights about donors. This enhancement helps teams build a richer knowledge base, enabling more tailored and meaningful donor interactions.
Quick Links for Activity Participation
Efficiency is key when managing donor activities. Users can now click directly on participating contact links within activity names displayed on the welcome screen. To make navigation even smoother, hovering over a contact’s name reveals a tooltip, “Click to go to record,” guiding users seamlessly to the contact record.
New Event Tokens for Receipts: Personalize Event Communications
Event registration receipts just got more personalized with CharityEngine’s latest update. Fundraisers can now include event location details directly in email receipts, providing registrants with clear and specific information about their events.
Add Event Location Details Effortlessly
Using the new location token, [TRANSACTION.EVENT.LOCATION.NAME], event receipts can automatically display location specifics. For example:
"Thank you for registering for our event at the Hilton Hotel."
This enhancement ensures your attendees have all the details they need while saving your team time on manual updates.
How Your Feedback Shapes CharityEngine
Remember that these product updates are a direct result of customer feedback. At CharityEngine, we believe the best solutions are built collaboratively, and your insights play a vital role in shaping our platform. As we continue to grow together, we remain committed to listening, learning, and delivering tools that help you achieve your mission more effectively.
