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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Constant Contact
TntWare DonorHub

Integrations

Constant Contact
TntWare DonorHub

Pricing Details

$400.00/year
Free Trial
Free Version

Pricing Details

No price information available.
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

FrontStream

Founded

2007

Country

United States

Website

www.frontstream.com

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

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

Volunteer Management

Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles

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