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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.
Description
Charitable organizations and certified nonprofits depend on ongoing donations to finance their future endeavors and projects, making payroll giving a sustainable and responsible method for backing significant causes. With Workplace, employees can effortlessly donate to the causes they are passionate about through a secure, timely, and precise donation process. This platform empowers businesses to create engaging employee fundraising campaigns, fostering a culture of generosity among colleagues. Its versatile campaign tools allow Corporate Social Responsibility (CSR) teams to spend more time achieving impactful results instead of managing paper pledges. Additionally, Workplace’s exceptional vetting services, backed by experts with over 15 years of experience in anti-fraud and anti-terrorism regulations, assist in qualifying or matching beneficiaries of corporate or foundation donations. The proprietary and adaptable SCALE vetting methodology from FrontStream safeguards your organization whether funds are being allocated locally or internationally. Ultimately, this approach enhances both the impact of giving and the trustworthiness of the channels through which donations are made.
API Access
Has API
No
API Access
Has API
No
Integrations
Constant Contact
No
TntWare DonorHub
No
Pricing Details
$400.00/year
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Charity Tool
Country
Canada
Website
www.charitytool.com
Vendor Details
Company Name
FrontStream
Founded
2007
Country
United States
Website
www.frontstream.com
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
Product Features
Donation Management
Campaign Management
No
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
Volunteer Management
Attendance Management
No
Calendar Management
No
Event Management
No
Group Management
No
Member Directory
No
Membership Management
No
Recognition Management
No
Registration Management
No
Scheduling
No
Self Service Portal
No
Training Management
No
Volunteer Profiles
No
