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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
Once you initiate your complimentary trial, we provide you with comprehensive support, guiding you in crafting strategies tailored to your goals while familiarizing you with your new tools until you feel self-sufficient. Should you require further assistance, additional consulting services can be accessed upon request. You can easily accept recurring donations through both web platforms and text messaging, arrange events, sell tickets, and establish an online store to generate revenue from both physical products and digital offerings. Strengthen your relationships on a broader scale by maintaining consistent communication with your subscribers, donors, or volunteers, utilizing our automated email and text messaging tools that cater to their past activities and interests. Our innovative tools empower you to attract more donors and subscribers effectively. You can gather essential contact details and insights from live events, social media engagements, and conduct real-time surveys. Furthermore, we assist in streamlining your internal processes; eGo Connect is designed to help you efficiently manage subscribers and donors, plan campaigns, monitor progress, produce reports, and much more, ensuring that your organization operates with optimal speed and effectiveness. With our support, you can focus on growing your organization while we help manage the intricate details.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$400.00/year
Free Trial
No
Free Version
No
Pricing Details
$179 per month
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
No
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Charity Tool
Country
Canada
Website
www.charitytool.com
Vendor Details
Company Name
Royal Scribe Media
Country
United States
Website
www.egoconnect.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
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
