CharityMaster Review

Maximize Donations Through Gift Prospect Management

CharityMaster offers features that help nonprofit organizations maximize their donations. One of those features is the capability to manage major gift prospects. The software enables users to access and track all information about their major gift prospects including all communications and interactions they have with them. CharityMaster can automatically track emails or letters they are sending to gift prospects and record the details of emails and letters they are receiving from those gift prospects. If they are reaching out to prospects through phone calls, all important information included in the phone conversations can be recorded as well.

“Link To Other Names” Feature

CharityMaster has a feature called “links to other names” which revolutionizes gift prospect management. How does this feature work? In this feature, gift prospects can be linked to other persons or contacts stored in the software ’s database. These persons can be their family, friends, relatives, employers, or employees. This feature doesn’t only enable users to identify, recognize, and understand their gift prospects better, but it also helps them easily connect to all people who have the potential to contribute to their fundraising endeavours.

Comprehensive Reminders

Following up with major gift prospects using CharityMaster is a breeze. This is because the software has a comprehensive reminders feature that allows users to assign tasks to team members. This way, team members will not miss any task especially soliciting donations and inviting prospects to events.

Create Volunteer Profiles

The fundraising software is built with an optional module for volunteer management. This module permits users to create volunteer profiles where they can record and track all information about their volunteers. From these profiles, they will be able to determine the skills of their volunteers, the activities they are passionate about, the qualifications and certifications they have, and their availability for jobs and events.

Volunteer Preference Flags

CharityMaster’s volunteer management module provides an awesome feature that enables users to create volunteer preference flags for each volunteer they have. These flags are used to segment and organize volunteers based on the activities they want to do, their special skills, performance ratings, and more. When they need volunteers for jobs or events, they can set up a combination of volunteer preference flags and search for the right volunteers based on their preferences.

Manage The Most Valuable Assets Of Your Organization

The members of a nonprofit organization are its most valuable assets. CharityMaster ensures that nonprofit organizations are able to systematically manage their membership and enhance how they engage and communicate with their members. The fundraising software allows users to set up different membership categories and assign separate fees and dues for each membership category. Examples of membership category are annual, family, lifetime, and senior. If they want to adjust those fees and dues, they can do that on the fly.

Users can communicate with members according to their special interests. They will be able to generate and send emails that are tailored to a specific membership category or set of members’ special interests. The software also makes sure that members are always notified about important membership matters such as when their membership is about to expire or when it is already expired. In addition, CharityMaster enables users to track inactive members and re-engage with them. This is made possible through its membership classification feature by which they can identify active and inactive members.

Effective Fundraising Communications

CharityMaster has fundraising communications features that make it easy for users to keep in touch with donors, volunteers, and members. The software is built with letter, email, and label templates that users can customize for each individual they are communicating with. Furthermore, they will be able to create custom recipient lists so they can filter their contacts and ensure that letters, emails, or text messages are sent out to the right and appropriate persons or groups.

Seating Plan Functionality

The fundraising software is comprised of an event management module designed to help nonprofit organizations handle events like golf tournaments, curling bonspiels, sit down dinners, and silent auctions; and track the details of each event. This module comes with a unique functionality called The Seating Plan which enables users to set up seat plans for multiple events that are running simultaneously. Here, ticket sales are linked to seat plans in such a way that the software automatically adds a seat to a table when a sold ticket is recorded. The Seating Plan can also capture seating preferences. So, if an attendee wants to sit next to someone, users will be able to know about that. When an attendee requests a special menu or has food allergy issues, the functionality can record that as well.

Golf Tournaments And Curling Bonspiels

As part of its event management module, CharityMaster delivers a functionality for setting up and managing golf tournaments and curling bonspiels as part of events. Through this functionality, users can instantly assign players to foursomes or rinks after they buy tickets. They can also generate a sortable list where players can view the foursome they are assigned to and the starting hole.

A Simple Way To Run Silent Auctions

Silent auction management is one of the unique modules included in CharityMaster. This is ideal for organizations who are raising funds by running silent auctions. A silent auction is a type of auction wherein bids are written on a bid sheet which is placed beside the auction item. The silent auctions module allows users to record all information related to the donation item they are putting up for bid such as the type of the donation item, the name of the person who donated the item, the item’s retail value, consignment amount, materials from the donor, opening bid and bid increment, and more. In order for attendees to easily find the items they want, items can be assigned to different display categories. In addition, the module permits users to create catalogue booklets for their silent auctions.

Store Management

CharityMaster has a module that simplifies the management of items that the organization is selling. This module is called the Store Module. With this module, detailed descriptions about the items can be added like item code, selling price, sales tax, and more. The current sales status of an item likewise can be tracked such as when an order is placed for an item, the item is shipped, or the payment is sent. Also, the module can generate reports that specify which items are generating more sales.

Charity Accounting Made Easy

Summing it up, the fundraising software provides accounting features that tailored to the specific accounting needs of nonprofit organizations, allowing them to record and track all the payments they are receiving and the revenues they are generating in an accurate and detailed manner. For example, they can identify what type of transaction the amount is associated with and which general ledger account it should be credited. In addition, CharityMaster interfaces with QuickBooks. As a result, transaction data from CharityMaster are automatically updated on QuickBooks, eliminating the need to record data twice and synchronizing data between the two systems.