Name: Chariteer
Author: Chariteer

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Continuous Integration

Feature Management

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

SaaS Spend Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Configuration Management

Custom Software Development Services

Cybersecurity Consulting

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Detection and Response (MDR)

Managed Public Cloud Infrastructure

Mobile Data Security

Network Behavior Analysis

Network Performance Monitoring

Sensitive Data Discovery

Service Desk Outsourcing

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Cloud Security Posture Management

Secure Service Edge (SSE)

Security

Banking

Church Management

Financial Services CRM

Geographic Information

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Voting

Revenue Cycle Management (RCM)

Vertical-Specific

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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.

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Chariteer

Online software to help nonprofits raise funds online

Nonprofit Fundraising

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Chariteer

Overview

What is Chariteer?