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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
Empower your employees to be the storytellers of your organization's impact by embracing corporate charitable giving. Our platform simplifies the process with automated, rules-based charitable matching, comprehensive reporting, and streamlined administration. You can support an unlimited number of matching gifts to over 1.4 million verified charities worldwide, all without the hassle of paperwork, through a single, consolidated monthly payment. Choose specific charities for fundraising initiatives or let us recommend thoughtfully selected causes that emphasize purposeful giving. Additionally, you can issue stipends of charitable funds to enable employees, customers, or employee resource groups (ERGs) to allocate your philanthropic resources where they feel it can make the greatest difference. We will provide you with detailed data on engagement levels, participation rates, total donations, and the most supported organizations. Utilize these insights to strengthen your organizational culture and enhance your brand identity. Furthermore, our compliance technology ensures that there's no need for you to verify employee contributions or check the charitable status of recipient organizations, allowing you to focus on making a positive impact. The ease of our platform makes it simple for everyone involved to contribute to meaningful causes.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$400.00/year
Free Trial
Free Version
Pricing Details
$1.49 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Charity Tool
Country
Canada
Website
www.charitytool.com
Vendor Details
Company Name
Charityvest
Founded
2016
Country
United States
Website
www.charityvest.org/for-workplaces
Product Features
Donation Management
Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management
Product Features
Employee Giving
Corporate Giving
Donation Management
Employee Assistance Funds
Fundraising
Goals Tracking
Grants / Dollars for Doers
Impact Reporting
In-Kind Giving
Matching Gifts
Volunteer Management
