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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Charity Tool is a software solution tailored for Canadian charitable organizations, streamlining the process of printing and emailing tax receipts that comply with CRA regulations, thereby saving time and effort for administrators. It allows for the efficient management of donor details and transaction histories, facilitating a deeper understanding of donors to enhance the success of the charity. Users can easily capture contact details of donors while also searching for existing contributors interactively. The system supports tracking an unlimited number of donations and pledges, enabling the creation of detailed profiles for individuals, households, and businesses. It also allows users to jot down notes about each donor to keep track of important events and locate donor addresses via Google Maps. Donors who are not required to receive tax receipts can be flagged, and any information gaps can be monitored. Additionally, the software assists in managing fundraising campaigns by providing insights and analyses of organizational activities. Payments can be automatically matched to pledges, allowing for tracking from single payments to complex recurring donations, and facilitating the management of donation records linked to specific accounts. The tool can generate reports on collected, uncollected, and unfulfilled pledges, offering a comprehensive overview of the charity's financial landscape. Furthermore, the intuitive interface ensures that users can navigate easily, making it accessible even for those less tech-savvy.

Description

Streamline and enhance your connections with donors and supporters using a single, user-friendly online platform. Oversee and assess your fundraising efforts effectively by monitoring donations and pledges categorized by funds, campaigns, and appeals. Utilize robust tools for building donor lists tailored for fundraising appeals, events, and insightful analysis. Seamlessly generate mailings for various communications, including Thank You letters, receipts, appeals, reminders for pledges, event notifications, and membership renewals. Organize events efficiently by managing invitees, tracking RSVPs, overseeing funds that are due and paid, arranging tables and foursomes, coordinating sponsors, and adding elements like journals, raffles, and auctions. A crucial aspect of your fundraising strategy is to offer your supporters a convenient method to contribute to your mission. Eleo’s all-encompassing donor management software equips you with the ability to log and track all pertinent information within one accessible online program. Regardless of your organization’s size, Eleo empowers you to foster more meaningful and lasting donor relationships, promote ongoing stewardship, and enhance the effectiveness of your fundraising initiatives. By utilizing this comprehensive solution, you can ensure a more organized and impactful fundraising experience for both your organization and your supporters.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Braintree
Constant Contact
Facebook
Google Calendar
Google Maps
Mailchimp
Microsoft Excel
PayPal
QuickBooks Online
QuickBooks Online Advanced
Stripe

Integrations

Braintree
Constant Contact
Facebook
Google Calendar
Google Maps
Mailchimp
Microsoft Excel
PayPal
QuickBooks Online
QuickBooks Online Advanced
Stripe

Pricing Details

$400.00/year
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Charity Tool

Country

Canada

Website

www.charitytool.com

Vendor Details

Company Name

Community Software Solutions

Country

United States

Website

www.eleoonline.com

Product Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Product Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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