Charityproud Review

Track Constituent Data For Better  Engagement

Nonprofit organizations will not be able to smoothly run their fundraising campaigns and activities and maximize the efforts of their organization if they are not supported by their constituents. In other words, as a primary source of funding for nonprofit organizations, their constituents stand at the center of their organization. Without them, their fundraising efforts are futile. Luckily, Charityproud makes it easy for users to access all the constituent data they need, make sense of such data, and engage with their constituents.

Capture Constituent Data Through Custom Data Fields

To capture all constituent data and information that the organization needs, the system is equipped with customizable data fields. Users can build their unique data fields and distribute them throughout the system. As Charityproud collects constituent data, it checks whether the captured data is a duplicate of a data which is already available within the system. Thus, it removes redundant data and records and keeps only the original ones, thereby cleaning constituent data and ensuring access to up-to-date information.

Make The Most Out Of Your Data And Understand Your Constituents

Charityproud’s constituent management feature helps organizations better understand their constituents and discover their potentials in relation to the fundraising campaigns and activities they are launching and managing. They will be able to verify if a particular constituent or donor is currently active or not. They can also track all the events the constituent has participated in, the touchpoints he or she has gone through, and the emails the constituent has received from the organization the ones he or she has sent out. Morever, Charityproud permits users to perform actions directly from within the constituent record such as charging the constituent’s credit card.

Integrate With A Word-Class Wealth Intelligence Platform

Charityproud integrates with the world’s leading wealth intelligence platform developed by WealthEngine, a widely known developer and marketer of wealth intelligence solutions that help fundraising, marketing, and business development  professionals access and analyze data on the net worth, income, lifestyle, and affinity of people they are currently doing business with or those ones they are planning to engage with in the future.

So what’s the significance of this integration? It enables users to connect to the WE wealth intelligence platform via API and directly access the proprietary wealth profiles, ratings, and scores of their existing and prospective donors. Because of this, they can screen donors based on their current financial standing, identify donors that are financially capable to support the fundraising efforts of their organization, and prioritize such donors that are worthy of being pursued. They no longer have to waste time, money, and resources engaging with prospective donors that are not qualified to help them achieve their fundraising goals.

Make Donation And Pledge Tracking A Snap

The fundraising CRM and online donation management system makes the process of receiving and tracking donations, gifts, and pledges a snap. The system lets users set up and configure donation webpages where donors can send their donations immediately. These donation webpages can be used for responding to inquiries from donors too.

Moreover, Charityproud supports integration with popular payment gateways like PayPal, Stripe, Square, and Authorize.Net. As a result, funds for donations can be processed quickly. When it comes to receiving recurring donations or gifts, the system has an autopay feature. With this feature, bills are automatically sent out to donors on a monthly, quarterly, or yearly basis. If users want to set their own schedules for recurring donations or gifts,  the system lets them do that.

Expand Your Constituent Base Through Peer To Peer Fundraising

Fundraising is a process that gets better if more people are involved. Charityproud delivers a set of special features aimed at extending the fundraising process to a greater number of people who are able to work together based on their roles and can move fundraising efforts forward. Among those features is peer to peer fundraising. Here, constituents are provided with the ability to create their own online donation forms which can be accessed by their network of friends and family. Peer to peer fundraising, therefore, assist organizations in promoting their fundraising campaigns and events to a wider audience through the aid of the individuals who believe in their mission and goal.

Campaign And Event Management

Charityproud offers a feature that simplifies how organizations plan and manage campaigns and events that utilize the funding they are getting from donors. It allows them to create an unlimited number of campaigns. They can even set up mini-campaigns so that funds are also distributed to specific groups of people who have their own unique ideas and causes.

As users set up campaigns within the system, they will be able to allocate budget to those campaigns as well as monitor how funds are being distributed. Additionally, users can take advantage of the system’s event logistics capabilities so they can handle the different aspects of a particular event such as sending invitations, managing table seating, assigning tasks to volunteers, and accommodating guests.

Mailing Capabilities

With Chartytproud, users no longer need to utilize multiple disparate systems and tools in order for them to create reports and other documents, and send those documents to contacts or recipients. This is because these two actions can be both done in one system.  The system delivers mailing capabilities that allow users to generate the documents they need using an infinite number of templates.

Aside from these templates, Charityproud also uses merge tags so they can collect data from constituent records and combine documents together. When it’s about time to email the merged documents, the system permits users to easily search for recipients using a wide of variety of criteria which they can set in advance. The documents can also be exported if they need to be delivered through postal mail.

Dynamic And Real-Time Reporting

Charityproud comes with dynamic and real-time reporting capabilities that enable organizations to analyze their data more comprehensively, giving them clear, accurate, and powerful fundraising insights. Users can choose their own criteria that define the specific data and list of records that will be included and shown in the reports. The system provides various reports like date ranges, donor levels, top donors, overdue pledges, foundation grants, campaign progress; and event registrations, attendees, and volunteer hours.

One thing more is that Charityproud permits them to view segmented data in numerous ways which is made possible using its advanced search capability. For instance, they can track donations by individual solicitors or look for constituents that are located in the same city.