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CharityMaster Review

CharityMaster
Our score: 6.0 User satisfaction: N/A

What is CharityMaster?

CharityMaster is an affordable, full-featured, and awesome fundraising software that aids small and medium nonprofit organizations in maximizing donations, reducing fundraising costs, maintaining constant and effective communication with donors and gift prospects, and handling events, silent auctions, memberships, and volunteers.

Built with standard and optional modules, CharityMaster can handle everything that nonprofit organizations need to manage. It simplifies donor management by permitting users to cost-effectively track all data associated with their fundraising initiatives and produce the documents they need to be able to solicit donations, thank donors, and promote their events.

CharityMaster also provides accounting capabilities such as the ability to immediately come up with tax receipts for financial donations, auction item donations, and event ticket sales. The fundraising software can produce reports that contain clean and accurate data. Reports are checked so they won’t include incomplete addresses, duplicates, and inactive contacts or names.

Overview of CharityMaster Benefits

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.

Overview of CharityMaster Features

  • Fundraising
  • Maximize Donations
  • Organize Volunteers
  • Membership Management
  • Effective Communications
  • Event Management
  • Silent Auctions
  • Tournaments and Seating Plans
  • Sell or Distribute Products/Items
  • Simplify Accounting

CharityMaster Position In Our Categories

Since companies have unique business demands, it is only logical they steer clear of adopting a one-size-fits-all, ”best” solution. Be that as it may, it is troublesome to pinpoint such an app even among sought-after software systems. The correct step to undertake should be to write down the numerous main functions that demand research like major features, budget, skill capability of staff, business size, etc. Thereafter, you must do the research fully. Read these CharityMaster reviews and check out the other applications in your list more closely. Such comprehensive research guarantee you weed out poorly fit apps and buy the system that delivers all the aspects your business requires.

Position of CharityMaster in our main categories:

TOP 50

CharityMaster is one of the top 50 Fundraising Software products

If you are interested in CharityMaster it may also be sensible to analyze other subcategories of Fundraising Software listed in our base of SaaS software reviews.

Every organization has different needs and needs a system that can be personalized for their size, type of workers and customers, and the specific industry they are in. For these reasons, no platform can provide perfect functionality off-the-shelf. When you look for a software product, first be sure what you want it for. Read some CharityMaster Fundraising Software reviews and ask yourself do you want basic features or do you want sophisticated features? Are there any industry-specific functionalities that you are looking for? Obtain the answers to these questions to aid your search. There are plenty of factors that you need to consider and these include your budget, specific business needs, your company size, integration requirements etc. Take your time, try out a few free trials, and finally choose the system that presents all that you need to enhance your company competence and productivity.

How Much Does CharityMaster Cost?

CharityMaster Pricing Plans:

Free Trial

CharityMaster All Modules Bundle

$975 - One Time Fee

CharityMaster Standard Version

$675 - One Time Fee

CharityMaster Bundle Lite

$300 - One Time Fee

CharityMaster Lite

$200 - One Time Fee

CharityMaster All Modules Bundle - Subscription

$300/yr. - billed annually

CharityMaster Standard - Subscription

$250/yr. - billed annually

Since CharityMaster is designed for small and medium-sized nonprofit organizations, it doesn’t offer an enterprise pricing plan. Rather, it provides several SMB pricing options that allow you to enjoy the functionalities and modules of the software through perpetual licensing (pay for the software just once) or annual subscription.

In addition, the software has two versions: standard version and lite version. The difference between the two versions is that the lite version permits you to store only 500 names in your database.  Annual support plans are also available. Here are the details:

Standard Version – Perpetual License

CharityMaster All Modules Bundle

  • $975 – One Time Fee
  • Buy CharityMaster and all four modules and save
  • Optional modules included:
    • Volunteer Management
    • Event Management
    • Auction Management
    • QuickBooks Interface

CharityMaster Standard Version

  • $675 – One Time Fee
  • No limit on the number of names in your database
  • Install on any number of workstations
  • Limited to five concurrent users
  • Includes one year of support and updates
  • You can add some or all of the optional modules – now or at a later date – or save and buy the ‘all modules’ bundle
  • Optional modules you can choose from:
    • Volunteer Management – Add for $100
    • QuickBooks Interface – Add for $100
    • Auction Management – Add for $100
    • Event Management – Add for $100

Support Plan – One Year

  • $100
  • The support plan is free for the first year after you purchase a perpetual license. The plan entitles you to free updates and e-mail support for one year. The support plan is included in the price of annual subscriptions.

 

CharityMaster Lite Version – Perpetual License

CharityMaster Bundle Lite

  • $300 – One Time Fee
  • Limited to 500 names. This version has ALL of the functionality of the full version. Includes all four extra modules and one year of full support. Upgrade to the full version for 75% of the full price at the time you upgrade.

CharityMaster Lite

  • $200 – One Time Fee
  • Limited to 500 names. This version has ALL of the functionality of the full version. Excludes all optional modules and includes one year of full support. Upgrade to the full version for 75% of the full price at the time you upgrade.

Support Plan Lite – One Year

  • $50
  • This version of the support plan is only for purchasers of the lite version. The support plan is free for the first year after you purchase a perpetual license and it entitles you to free updates and e-mail support for one year.

 

Annual Subscription

CharityMaster All Modules Bundle – Subscription

  • $300/yr. – billed annually
  • Subscribe to CharityMaster and all four modules and save.
  • Optional modules included:
    • Volunteer Management
    • Event Management
    • Auction Management
    • QuickBooks Interface

CharityMaster Standard – Subscription

  • $250/yr. – billed annually
  • License valid for one year
  • No limit on the number of names in your database
  • Install on any number of workstations
  • Limited to five concurrent users
  • Includes support and updates
  • You can add some or all of the optional modules – now or at a later date – or save and subscribe to the all modules bundle
  • Optional modules you can choose from:
    • Volunteer Management – Add for $30
    • QuickBooks Interface – Add for $30
    • Auction Management – Add for $30
    • Event Management – Add for $30

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy Fundraising Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and CharityMaster reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with CharityMaster. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • One-time payment
  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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CharityMaster Comparisons

What are CharityMaster pricing details?

CharityMaster Pricing Plans:

Free Trial

CharityMaster All Modules Bundle

$975 - One Time Fee

CharityMaster Standard Version

$675 - One Time Fee

CharityMaster Bundle Lite

$300 - One Time Fee

CharityMaster Lite

$200 - One Time Fee

CharityMaster All Modules Bundle - Subscription

$300/yr. - billed annually

CharityMaster Standard - Subscription

$250/yr. - billed annually

Since CharityMaster is designed for small and medium-sized nonprofit organizations, it doesn’t offer an enterprise pricing plan. Rather, it provides several SMB pricing options that allow you to enjoy the functionalities and modules of the software through perpetual licensing (pay for the software just once) or annual subscription.

In addition, the software has two versions: standard version and lite version. The difference between the two versions is that the lite version permits you to store only 500 names in your database.  Annual support plans are also available. Here are the details:

Standard Version – Perpetual License

CharityMaster All Modules Bundle

  • $975 – One Time Fee
  • Buy CharityMaster and all four modules and save
  • Optional modules included:
    • Volunteer Management
    • Event Management
    • Auction Management
    • QuickBooks Interface

CharityMaster Standard Version

  • $675 – One Time Fee
  • No limit on the number of names in your database
  • Install on any number of workstations
  • Limited to five concurrent users
  • Includes one year of support and updates
  • You can add some or all of the optional modules – now or at a later date – or save and buy the ‘all modules’ bundle
  • Optional modules you can choose from:
    • Volunteer Management – Add for $100
    • QuickBooks Interface – Add for $100
    • Auction Management – Add for $100
    • Event Management – Add for $100

Support Plan – One Year

  • $100
  • The support plan is free for the first year after you purchase a perpetual license. The plan entitles you to free updates and e-mail support for one year. The support plan is included in the price of annual subscriptions.

 

CharityMaster Lite Version – Perpetual License

CharityMaster Bundle Lite

  • $300 – One Time Fee
  • Limited to 500 names. This version has ALL of the functionality of the full version. Includes all four extra modules and one year of full support. Upgrade to the full version for 75% of the full price at the time you upgrade.

CharityMaster Lite

  • $200 – One Time Fee
  • Limited to 500 names. This version has ALL of the functionality of the full version. Excludes all optional modules and includes one year of full support. Upgrade to the full version for 75% of the full price at the time you upgrade.

Support Plan Lite – One Year

  • $50
  • This version of the support plan is only for purchasers of the lite version. The support plan is free for the first year after you purchase a perpetual license and it entitles you to free updates and e-mail support for one year.

 

Annual Subscription

CharityMaster All Modules Bundle – Subscription

  • $300/yr. – billed annually
  • Subscribe to CharityMaster and all four modules and save.
  • Optional modules included:
    • Volunteer Management
    • Event Management
    • Auction Management
    • QuickBooks Interface

CharityMaster Standard – Subscription

  • $250/yr. – billed annually
  • License valid for one year
  • No limit on the number of names in your database
  • Install on any number of workstations
  • Limited to five concurrent users
  • Includes support and updates
  • You can add some or all of the optional modules – now or at a later date – or save and subscribe to the all modules bundle
  • Optional modules you can choose from:
    • Volunteer Management – Add for $30
    • QuickBooks Interface – Add for $30
    • Auction Management – Add for $30
    • Event Management – Add for $30

What integrations are available for CharityMaster?

CharityMaster integrates with the following applications:

  • Microsoft Outlook
  • Gmail
  • Thunderbird
  • Constant Contact
  • Microsoft Excel
  • QuickBooks
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Reviewed By Nestor Gilbert
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