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Charityproud Review

Charityproud
Our score: 8.1 User satisfaction: 100%

What is Charityproud?

Charityproud is a cost-effective, user-friendly, and intuitive online fundraising CRM and donor management system that provides nonprofit organizations with an easy-to-use suite of tools that allows them to understand their constituents better, raise money in efficient ways, manage  sponsored campaigns and events smarter, access and evaluate donor and giving data in real time, and maximize the fundraising potential of their organization.

This all-inclusive and versatile system caters to the needs of a wide range of nonprofit organizations, including healthcare and lifestyle organizations, human services, and arts and cultural foundations. Charityproud makes sure that organizations and their staff can access all the information they need from anywhere and at anytime. It provides easy and real-time access to information such as donors, donations, campaigns, events, and analytics, enabling users to persistently and actively engage with donors and level up their fundraising efforts.

Charityproud is designed to respond to the challenges being faced by organizations, regardless of their size. Indeed, the system can adapt to the situation they are currently in and optimize it, replacing time-consuming spreadsheets with an insightful online donor management system, integrating with existing accounting programs, migrating data from an old donor management system, and protecting the sensitive information of organizations that have foreign constituents.

The fundraising CRM and online donor management system improves the performance of fundraising campaigns, activities, and events. Even if the organization has limited resources, they will be able to expand their constituent base and increase revenues through the aid of its peer to peer fundraising feature that encourages constituents to participate in the fundraising process. Donations can be processed online quickly through payment gateway integrations and web forms as well. In addition, the system can automatically bill donors for recurring gifts and donations. Last but not least, Charityproud has an API that enables users to connect to a world-class wealth intelligence platform and access wealth profiles, ratings, and scores of active and prospective donors provided by the platform.

Overview of Charityproud Benefits

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.

Overview of Charityproud Features

  • Constituent Management
  • Custom Data Fields
  • Duplicate Finder
  • WealthEngine API Integration
  • Real-Time Access To Wealth Data On Existing and New Records
  • Donation and Pledge Tracking
  • Accept Donations Online
  • Recurring Gifts with Autopay
  • User Right Groups
  • IP Restrictions
  • Dashboard Notifications
  • Peer To Peer Fundraising
  • Online Registration Form for Volunteers
  • Organize and Manage Grant Applications
  • Set Up Review Committees to Evaluate Gant Applications
  • Campaigns and Events
  • Create Unlimited Campaigns that Support Your Various Funds
  • Event Logistics
  • Track Fund Distributions
  • Mailings
  • Constant Contact and MailChimp Integration
  • Write Custom Documents with Merge Tags
  • Advanced Recipient Search
  • Send Email or Postal Mail Acknowledgements
  • Analytics
  • Dynamic Reports
  • Advanced Searching Made Easy

Charityproud Position In Our Categories

Knowing that businesses have their own business-related requirements, it is reasonable that they steer clear of picking a one-size-fits-all, ”best” software product. At any rate, it would be futile to try to come across such a software solution even among widely used software products. The better thing to undertake would be to take note of the varied critical aspects that merit inspection including crucial features, price terms, technical skill competence of the users, business size, etc. Thereafter, you must do your product research systematically. Browse through some Charityproud reviews and look into the other software programs in your shortlist in detail. Such comprehensive product research ascertains you stay away from ill-fitting apps and subscribe to the one which delivers all the features your business requires.

Position of Charityproud in our main categories:

TOP 50

Charityproud is one of the top 50 Fundraising Software products

If you are considering Charityproud it may also be sensible to check out other subcategories of Fundraising Software collected in our database of B2B software reviews.

Companies have diverse needs and requirements and no software platform can be just right in such a scenario. It is useless to try to find an ideal off-the-shelf software app that meets all your business requirements. The intelligent thing to do would be to adapt the application for your specific needs, employee skill levels, finances, and other factors. For these reasons, do not rush and subscribe to well-publicized leading applications. Though these may be widely used, they may not be the ideal fit for your unique needs. Do your research, look into each short-listed platform in detail, read a few Charityproud Fundraising Software reviews, call the maker for explanations, and finally select the app that provides what you want.

How Much Does Charityproud Cost?

Charityproud Pricing Plans:

Free Trial

Up To 1,000 Records

$75/mo.

 1,001 - 5,000 Records

$150/mo.

5,001 - 15,000 Records

$250/mo.

15,001 - 30,000 Records

$350/mo.

30,000 Records and More

Contact vendor

Charityproud provides several SMB and enterprise pricing plans for all users to choose from. The plans are available through a monthly subscription, and the pricing varies based on the number of constituent records that you can manage. You can enjoy all the features of the system, no matter which plan you choose. Give the details a look, and select the plan the fits the fundraising and donation management needs of your organization:

Up To 1,000 Records

  • $75/mo.

 1,001 – 5,000 Records

  • $150/mo.

5,001 – 15,000 Records

  • $250/mo.

15,001 – 30,000 Records

  • $350/mo.

If you need to manage more than 30,000 constituents, please contact the vendor to get a fair and negotiable price.

User Satisfaction

Positive Social Media Mentions 3
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 Charityproud 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 Charityproud. 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
  • Open API

Language Support

  • English

Pricing Model

  • One-time payment
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Charityproud pricing details?

Charityproud Pricing Plans:

Free Trial

Up To 1,000 Records

$75/mo.

 1,001 - 5,000 Records

$150/mo.

5,001 - 15,000 Records

$250/mo.

15,001 - 30,000 Records

$350/mo.

30,000 Records and More

Contact vendor

Charityproud provides several SMB and enterprise pricing plans for all users to choose from. The plans are available through a monthly subscription, and the pricing varies based on the number of constituent records that you can manage. You can enjoy all the features of the system, no matter which plan you choose. Give the details a look, and select the plan the fits the fundraising and donation management needs of your organization:

Up To 1,000 Records

  • $75/mo.

 1,001 – 5,000 Records

  • $150/mo.

5,001 – 15,000 Records

  • $250/mo.

15,001 – 30,000 Records

  • $350/mo.

If you need to manage more than 30,000 constituents, please contact the vendor to get a fair and negotiable price.

What integrations are available for Charityproud?

Charityproud integrates with the following payment gateways, productivity tools, and social media platforms:

  • PayPal
  • Authorize.Net
  • Stripe
  • Square
  • EpicPay
  • Merchant Payment Services
  • QuickBooks
  • WealthEngine
  • DonorSearch
  • Constant Contact
  • MailChimp
  • Social Press Kit
  • Facebook
  • Twitter
  • LinkedIn
  • Google Plus
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Reviewed By Jenny Chang
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