Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Oversee the complete gift journey, including the processing of gifts, through an application designed on the Salesforce NPSP Platform. By implementing recurring gifts, your organization can enhance donor retention, boost overall revenue, and streamline long-term project planning. Causeview Fundraising simplifies the management of recurring gifts, as these contributions are automatically processed with built-in payment functionalities, and alerts are sent your way when a donor’s credit card is nearing expiration. Supporters can establish recurring gifts via forms or dedicated landing pages, while you have the capability to oversee them internally from the donor’s profile, allowing for adjustments to donor and gift information as needed. Causeview’s Gift Processing is fully integrated with your Salesforce database, facilitating the management of all elements related to gift processing and donor receipts. With Causeview applications built on the Salesforce platform, you are equipped with essential tools that enable comprehensive oversight of gift processing, donor receipts, and donor management. Ultimately, this seamless integration not only enhances operational efficiency but also fosters stronger relationships with your donors.
Description
Charity Tool is a software solution tailored for Canadian charitable organizations, streamlining the process of printing and emailing tax receipts that comply with CRA regulations, thereby saving time and effort for administrators. It allows for the efficient management of donor details and transaction histories, facilitating a deeper understanding of donors to enhance the success of the charity. Users can easily capture contact details of donors while also searching for existing contributors interactively. The system supports tracking an unlimited number of donations and pledges, enabling the creation of detailed profiles for individuals, households, and businesses. It also allows users to jot down notes about each donor to keep track of important events and locate donor addresses via Google Maps. Donors who are not required to receive tax receipts can be flagged, and any information gaps can be monitored. Additionally, the software assists in managing fundraising campaigns by providing insights and analyses of organizational activities. Payments can be automatically matched to pledges, allowing for tracking from single payments to complex recurring donations, and facilitating the management of donation records linked to specific accounts. The tool can generate reports on collected, uncollected, and unfulfilled pledges, offering a comprehensive overview of the charity's financial landscape. Furthermore, the intuitive interface ensures that users can navigate easily, making it accessible even for those less tech-savvy.
API Access
Has API
No
API Access
Has API
No
Integrations
Ezidebit
Yes
Neon Fundraise
Yes
Salesforce
Yes
TntWare DonorHub
Yes
Integrations
Ezidebit
No
Neon Fundraise
No
Salesforce
No
TntWare DonorHub
No
Pricing Details
$60 per month
Free Trial
Yes
Free Version
No
Pricing Details
$400.00/year
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Causeview
Founded
2009
Country
Canada
Website
causeview.com
Vendor Details
Company Name
Charity Tool
Country
Canada
Website
www.charitytool.com
Product Features
Donation Management
Campaign Management
Yes
Donation Tracking
Yes
Donor Database
Yes
Event Management
Yes
Gift Management
Yes
Grant Management
Yes
In-Kind Donations
Yes
Matching Donations
Yes
Mobile Donations
Yes
Online Donations
Yes
Pledge Management
Yes
Receipts / Statements
Yes
Recurring Donations
Yes
Volunteer Management
Yes
Fundraising
Alumni Management
Yes
Auction Management
No
CRM
Yes
Campaign Management
Yes
Contribution Tracking
Yes
Donor Management
Yes
Event Management
Yes
Gift Matching Management
Yes
Grant Management
Yes
Membership Management
Yes
Mobile Giving
Yes
Payment Processing
Yes
Pledge Management
Yes
Prospect Management
Yes
Raffles / Lotteries
No
Recurring Giving
Yes
Volunteer Management
Yes
Product Features
Donation Management
Campaign Management
Yes
Donation Tracking
Yes
Donor Database
Yes
Event Management
No
Gift Management
No
Grant Management
No
In-Kind Donations
No
Matching Donations
No
Mobile Donations
No
Online Donations
No
Pledge Management
Yes
Receipts / Statements
Yes
Recurring Donations
Yes
Volunteer Management
No