360 degree Pipeline Management

Manage individual opportunities for major gifts for individuals, corporations, or grants with custom configurable pipeline setup. Our stream feature gives you a 360 degree, real-time view into every angle of a gift including activities and donations by people associated with that organization or household opportunity.

Pledges & Planned Gift Management

Gain full control over long-term financial commitments to manage scheduled payments, installments and collections, soft credits and 3rd party payments on behalf of a gift.

Moves Management Reporting

Control and record every stage, step and move with roll-up reporting to view pipelines for individual gift officers or as a whole.

Outlook Integrator and Web2CRM

Sync your Microsoft Outlook emails with the CRM so every communication with a prospect is auto-recorded on the Opportunity record without copying and pasting. With web2CRM, get alerts when a prospect is visiting any of your web pages so you can follow up in a timely, targeted fashion.

WHAT ELSE DO YOU NEED?

See what other features and capabilities CharityEngine includes related to your major gift management.

eCRM

Every tool and reporting capability you need to acquire, manage & retain donors online.

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Peer-to-Peer

Make connections when your major givers and prospects are engaged in peer-to-peer, whether through their own event pages or by donating to others.

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Direct Mail

Run direct mail campaigns in tandem with online, email, events, DRTV, advocacy, sustainers.

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Multi-Channel Reports & Dashboards

Customizable reports and dashboards help manage data & revenue for all of your channels – email to direct mail.

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Track prospects’ online activity

Know when your major gift prospects are on your website and track what content they are viewing.

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Sustainer Management

Best-in-class tools for small monthly giving programs and large-scale, DRTV-driven sustainer campaigns.

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