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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
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$400.00/year
Free Trial
Free Version
Pricing Details
$179 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
Royal Scribe Media
Country
United States
Website
www.egoconnect.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
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
