Chariteer

Chariteer is an online fundraising and charity CRM solution designed specifically for nonprofit organizations in the UK and Ireland. According to the vendor, it serves as a platform for managing donor relationships, fundraising activities, income and donation management, gift aid claiming, donor communication, campaign management, accounts integration, GDPR compliance, and supporter transparency. Chariteer is aimed at nonprofit organizations of all sizes and is utilized by fundraising professionals, nonprofit managers, charity administrators, marketing professionals in the nonprofit sector, and donor relations professionals.

Key Features

Donor Management: Chariteer allows users to create and store a comprehensive profile of supporters, manage individuals and businesses, import contacts, view donation history, track regular donation instructions, and maintain an extensive activity timeline showing all interactions.

Fundraising Tools: According to the vendor, Chariteer enables users to create unlimited mobile-friendly donation pages, accept one-off donations by credit or debit card, enable donors to set up regular donations by direct debit or card, and seamlessly sync and record all donations with the Chariteer database through integration with Stripe and Gocardless.

Income & Donation Management: Chariteer simplifies income and donation management by automatically entering and reconciling online donations, importing or entering donations from other sources, splitting donations and allocating them across funds, managing standing order and direct debit reconciliations, and generating fund reports.

Gift Aid Management: The vendor states that users can effortlessly handle gift aid claiming with Chariteer's automated collection and report generation for HMRC, flagging donations as applicable or not applicable for gift aid, capturing and storing all declarations, and setting start dates, end dates, and pausing declarations.

Donor Communication: Chariteer facilitates effective donor communication through automated thank you emails, segmentation of donors for personalized communication, unlimited email and letter templates, automated recordkeeping of all communications and interactions, and the ability to send marketing communications via email and post while respecting supporter preferences.

Campaign Management: With Chariteer, users can create unlimited email and post campaigns, segment contacts for targeted campaigns, integrate with MailChimp, access comprehensive reporting with campaign analytics, and generate postal address reports for print.

Accounts Integration: Chariteer offers seamless integration with accounting platforms, allowing users to configure accounting codes, create accounting journal batches for export, and automatically push accounting journal data to Xero with its powerful Xero integration.

GDPR Compliance: Chariteer ensures GDPR compliance by enabling users to manage contact preferences with full auditing trails, store privacy policies and dates of acceptance, and provide contacts with personal access to view the data held on them.

Supporter Hub: According to the vendor, Chariteer promotes transparency by providing a supporter hub where donors can see exactly how their donations are making a difference and gain insights into the data that organizations hold on them.

Integrations: Chariteer seamlessly integrates with various providers right out of the box, enhancing its functionality and flexibility for nonprofit organizations.