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CharityEngine
Sarasota, Florida, United States
What it is
CharityEngine is a fundraising and donor-management platform available on the web, iOS, and Android. Its listed capabilities include campaign management, online donation forms, recurring donations, automated receipts, donor segmentation, and advanced reporting. The Fundraising Platform offering combines donation forms and giving pages with email workflows, event management, segmentation, direct mail, reporting, and custom dashboards. Other offerings address specific needs: Events & Volunteers covers ticketed events, auctions, peer-to-peer fundraising, sponsorships, scheduling, and a volunteer portal; Membership + Advocacy combines membership, advocacy, fundraising, and an online community. Monthly Giving lists reactivation, payment recovery, card updating, donor portals, sustainer dashboards, and CRM integration. Engagement Suite includes email marketing, donor journeys, mobile messaging, one-to-one texting, direct mail, and analytics. Digital Fundraising includes giving pages, campaigns, events, email and SMS, attribution, and website hosting. Enterprise CRM also lists recurring-giving and donor-portal capabilities. CharityEngine was founded in 2008 and is headquartered in Sarasota, Florida. Pricing is available on request; no plan prices are listed.
For and against
For
- Available on web, iOS, and Android.
- Supports online and recurring donations.
- Lists automated receipts and donor segmentation.
- Offerings cover events, volunteers, and advocacy.
- Advanced reporting and custom dashboards are listed.
Against
- Pricing is available on request.
- No plan prices are listed.
The verdict
CharityEngine groups fundraising, donor management, events, and engagement capabilities into several offerings. Organizations should request pricing to assess the available plans.
Who it suits
It suits organizations seeking fundraising and donor-management tools across online giving, recurring donations, events, membership, or engagement. Its multiple offerings may fit teams that need capabilities such as volunteer scheduling, donor segmentation, or reporting dashboards.
Plans and prices
The Fundraising Platform
Donation forms and giving pages · Email and automated workflows · Event management · Advanced segmentation
Read 21 Sep 2026 · charityengine.net
Events & Volunteers
Ticketed events · Auctions · Peer-to-peer fundraising · Event sponsorships
Read 21 Sep 2026 · charityengine.net
Membership + Advocacy
Membership management · Advocacy platform · Fundraising platform · Online community
Read 21 Sep 2026 · charityengine.net
Monthly Giving
Automated reactivation · AI-powered payment recovery · Credit card updater · Donor portal
Read 21 Sep 2026 · charityengine.net
Engagement Suite
Email marketing · Donor journey workflows · Mobile messaging · One-to-one texting
Read 21 Sep 2026 · charityengine.net
Digital Fundraising
Giving pages and custom forms · Peer-to-peer campaigns · Ticketed events and auctions · Email marketing and SMS
Read 21 Sep 2026 · charityengine.net
Enterprise CRM
Automated reactivation · AI-powered payment recovery · Credit card updater · Real-time sustainer dashboard
Read 21 Sep 2026 · charityengine.net
Standard
up to 25,000 contacts · up to 100,000 emails/month
Read 21 Oct 2026 · charityengine.net
Professional
25,000 to 100,000 contacts · 100,000 to 500,000 emails/month
Read 21 Oct 2026 · charityengine.net
On the record
- Advocacy
- Its advocacy module supports targeted action campaigns, legislator matching and real-time action logging.charityengine.net · read 21 Oct 2026
- AI
- CharityEngine Copilot accepts voice-driven questions or tasks, reasons across platform data, and can execute fundraising work.charityengine.net · read 9 Oct 2026
- API types
- Public integration options include REST, SOAP and JavaScript APIs, plus embeddable widgets for websites.charityengine.net · read 21 Oct 2026
- Central donor database
- Its CRM is presented as a single source of truth for donor, gift, campaign, volunteer and engagement data.charityengine.net · read 21 Oct 2026
- Company headquarters
- LinkedIn lists headquarters in McLean, Virginia, with a primary address at 8200 Greensboro Drive, Suite 1500.linkedin.com · read 21 Oct 2026
- Company size
- LinkedIn lists CharityEngine as a privately held software-development company with 11–50 employees.linkedin.com · read 21 Oct 2026
- Deployment
- TrustRadius lists CharityEngine as SaaS with a mobile-web application and United States support coverage.trustradius.com · read 21 Oct 2026
- Developer APIs
- The maker lists Integration, Public Web, and JavaScript APIs, as well as REST and SOAP API options for customized integrations.charityengine.net · read 9 Oct 2026
- Developer documentation
- The developer help page links Postman documentation, version history and WSDL-based client generation examples in C# and Visual Basic.help.charityengine.net · read 21 Oct 2026
- Donation tools
- The platform provides customizable donation forms, donation buttons, embedded widgets, automated receipts and donor self-service portals.charityengine.net · read 21 Oct 2026
- Email and SMS
- CharityEngine includes email marketing automation, SMS outreach and text-to-donate campaigns.charityengine.net · read 21 Oct 2026
- Events and auctions
- Event capabilities include ticketing, registration, seating, QR check-in, mobile bidding and online auctions.charityengine.net · read 21 Oct 2026
- Fundraising AI
- CharityEngine Copilot is described as a voice-driven agentic AI that can answer fundraising questions and initiate actions across the platform.charityengine.net · read 21 Oct 2026
- Fundraising tools
- The platform lists donation forms, email workflows, events, segmentation, direct mail, reporting, and custom dashboards.charityengine.net · read 9 Oct 2026
- Integration API scope
- The Integration API advertises more than 200 web methods for records, transactions, queries and other data operations.help.charityengine.net · read 21 Oct 2026
- Integrations
- The vendor documents Zapier connectivity to more than 7,000 apps, including QuickBooks, Mailchimp and Eventbrite.help.charityengine.net · read 21 Oct 2026
- Limit: complexity
- Reviewers report that navigation, terminology and the many configuration choices create a steep learning curve.g2.com · read 21 Oct 2026
- Limit: data and workflow issues
- A review describes duplicate constituent records, difficult batch transaction entry and slow event or cash-entry workflows.nonprofitsoftwareguide.com · read 21 Oct 2026
The review
CharityEngine is a nonprofit fundraising CRM that unifies supporter records, payments, campaigns, and engagement work. It is best suited to organizations running several fundraising programs or requiring substantial integration flexibility. Its breadth is compelling, but custom pricing and scale-based limits make a careful fit check essential.
Overview
CharityEngine has served nonprofits since 2008 and focuses exclusively on that sector. Its all-in-one design combines CRM data, fundraising tools, payment processing, and supporter information, giving development teams a shared operating base instead of disconnected systems.
The platform supports campaign management, online donation forms, recurring donations, automated receipts, donor segmentation, and advanced reporting. That range favors nonprofits coordinating direct response, events, memberships, and sustained giving. It is less suitable for a small organization that wants a simple, clearly priced donation tool.
Key features
Core fundraising functions include donation forms and giving pages, email workflows, event management, advanced segmentation, direct mail, reporting, and custom dashboards. This is a substantial toolkit for teams that need campaign execution and donor analysis together, while advanced reporting can help larger development operations turn activity data into usable oversight.
CharityEngine Copilot accepts voice questions or tasks, reasons across platform data, and can execute fundraising work. That could reduce the friction of moving from a question to an action, although organizations should establish appropriate controls for any automated work.
The Monthly Giving package is unusually focused on retention. Automated reactivation, AI-powered payment recovery, a credit-card updater, donor portal, real-time sustainer dashboard, and CRM integration address common causes of recurring-gift attrition. Payment support includes ACH, Apple Pay, Google Pay, donor-advised funds, and major credit cards.
Integrations reach more than 7,000 apps through Zapier, with QuickBooks, Mailchimp, and Eventbrite named examples. Integration, Public Web, and JavaScript APIs, plus REST and SOAP options, give technical teams multiple routes for custom connections. Level 1 PCI certification and SOC 2 Type 2 certification are meaningful safeguards for organizations handling donor payments. Plans include the support team, training library, and community resources; standard support targets an eight-business-hour response. Basic onboarding typically takes 45–55 days after readiness setup is complete, so implementation requires planning rather than a quick switch-on.
Pricing
CharityEngine uses custom pricing for its named solution packages. The Fundraising Platform covers donation forms, automated email, events, segmentation, direct mail, reporting, and dashboards. Events & Volunteers adds ticketed events, auctions, peer-to-peer fundraising, sponsorships, volunteer scheduling, and a volunteer portal. Membership + Advocacy combines membership management, advocacy, fundraising, and an online community.
Monthly Giving concentrates on reactivation, payment recovery, card updating, donor self-service, sustainer reporting, and CRM integration. Engagement Suite includes email marketing, donor journeys, mobile messaging, one-to-one texting, direct mail, and engagement analytics. Digital Fundraising covers custom forms, peer-to-peer campaigns, events and auctions, email and SMS, attribution, tracking, and website hosting. Enterprise CRM provides the recurring-giving recovery and sustainer capabilities alongside donor portal and CRM integration. These packages let an organization buy around a program priority, but the absence of published package prices makes budgeting dependent on a sales conversation.
The published tiered plans provide clearer capacity guidance. Standard costs $450,700 a month and allows up to 25,000 contacts and 100,000 emails per month, with CRM, automation, forms, payment processing, sustainer and membership management, and major-gifts tools. It fits a growing nonprofit below those thresholds; organizations near either ceiling should model growth before committing.
Professional costs $7,001,500 a month for 25,000–100,000 contacts and 100,000–500,000 monthly emails, with the same core feature set. It is aimed at larger databases and heavier communication volume. Enterprise supports 100,000+ contacts and 500,000+ monthly emails with customized pricing. The contact and email quotas are the key tradeoff across these tiers: exceeding them may force a higher conversation with sales rather than a simple self-serve upgrade.
Platforms
CharityEngine supports Android, iOS, web, and API access. That combination suits distributed fundraising teams and organizations connecting the CRM to other systems.
Who it's for
Choose CharityEngine when a nonprofit needs one system for fundraising, donor management, recurring giving, events, engagement, and integrations. It is particularly well matched to organizations with technical resources, multiple programs, or substantial sustainer revenue. Smaller teams wanting a short setup and transparent entry price may find its onboarding process and custom packaging harder to justify.
Pros and cons
- Pro: Broad fundraising, CRM, payment, event, membership, and engagement coverage can replace several specialized systems.
- Pro: Multiple APIs and Zapier connectivity support both standard and bespoke integrations.
- Pro: Monthly Giving directly addresses payment failures and donor reactivation.
- Pro: PCI and SOC 2 Type 2 certifications support a serious payments operation.
- Con: Most packages use custom pricing, limiting upfront cost comparison.
- Con: Standard and Professional plans impose separate contact and email-volume ceilings.
- Con: Basic onboarding commonly takes 45–55 days after readiness work, which is not ideal for an urgent launch.
Alternatives
Funraise is the better starting point for an organization raising under $1 million annually that wants a free plan; its Free tier costs nothing, while premium plans require a sales conversation. Choose GiveSmart instead when unlimited events and campaigns are the priority and a paid subscription is acceptable.
Agilon One is another paid option with Android, iOS, web, and self-hosted deployments. DonorSnap suits smaller databases seeking published monthly pricing, starting at $50 a month for up to 1,000 contacts and $70 for up to 2,500. Beacon is worth considering for a lower-priced, trial-supported entry: Starter is £37 a month monthly (£33.50 annually) for 500–2,000 contacts and three users.
Bloomerang starts its Fundraising product at $40 a month billed annually, but it must be purchased with Bloomerang CRM. DonorDock offers an annual ONE plan at $500 a month with unlimited contacts and five users. DonorPerfect starts at $99 a month for fundraising suites with customizable dashboards, online forms, and email marketing.
For category comparisons, review Donor Management Software, Nonprofit CRM Software, Nonprofit Text-to-Give Software, Donation Management, Nonprofit Online Donation Software, and Nonprofit Fundraising Software.
Verdict
CharityEngine is a strong choice for nonprofits that need connected fundraising, recurring-gift operations, advanced reporting, and serious integration options in one platform. Its main reason to look elsewhere is purchasing uncertainty: custom package pricing, capacity thresholds, and a substantial onboarding window make it a poor fit for teams demanding immediate deployment and predictable self-serve costs.