The Chariteer Toolkit
At the very heart of Chariteer are all the fundamental tools your growing charity needs to save precious time and operate efficiently.
Donor Management
Create and store a full picture of your supporters. View all the important details and interactions together on one screen for a deeper understanding of all the people that matter most.
- Manage individuals and businesses
- Self import contacts
- View full donation history
- View all regular donation instructions
- Extensive activity timeline showing all interactions
- Connect donors by nature of their relationships
- Contact preference management
- Send and record communications direct to contact
- Tag contacts by interests, for campaigns etc
Fundraising Tools
how they want and when they want.
- Create unlimited mobile friendly donation pages
- Accept one off donations by credit or debit card
- Let donors set up regular donations by direct debit or card
- All donations fully synced and recorded with Chariteer database
- Integration with Stripe and Gocardless
Integrations
Chariteer integrates with many great providers right out of the box.
Income & Donation Management
Use Chariteer’s powerful income tools to track and record all your donations in one place for a 360 view of income.
- Online donations entered and reconciled automatically
- Import or enter donations from other sources eg Justgiving, SO
- Split donations and allocate across funds
- Manage SO and DD reconciles
- Run fund reports
Gift Aid Management
Let Chariteer manage and track your gift aid claims and declarations.
- Automated collection and report generation for HMRC gift aid claiming
- Flag donations as applicable / not applicable for gift aid claiming
- Capture and store all declaration
- Set start dates, end dates and pause declarations
Donor Communication
Builder deeper relationships with your donors with regular, engaging and timely communication.
- Send automated thank you emails to acknowledge generosity
- Segment donors by actions to communicate on a more personal level
- Set unlimited email and letter templates for use throughout Chariteer
- Keep a full automated record of all communications and interactions
- Set up and send marketing communications via email and post
- Manage communication preferences so you contact how each supporter wants to be contacted
Campaign Management
Using smart lists and tags you can manage all your marketing and direct mail campaigns with the Chariteer integrated Campaigns module.
- Create unlimited email and post campaigns
- Segment contacts for targeted campaigns
- MailChimp integration
- Access full reporting with campaign analytics
- End to end subscribing and unsubscribing workflows
- Generate postal address reports for print
Accounts Integration
Generate accounting journals for use with your accounting system - saving precious time and removing double entry of data.
- Configure accounting codes for use with donations and batches in Chariteer
- Create accounting journal batches for export to your accounting platform
- Automatically push accounting journal data to Xero with our powerful Xero integration
GDPR Compliance
Let Chariteer support you in compliance with GDPR requirements. Openness and transparency should be positively promoted.
- Manage contact preferences with full auditing trails
- Store privacy policies and dates of acceptance
- Provide contacts with personal access to view the data you hold on them
Supporter Hub
Supporters want to give and to make a difference. But they want transparency and trust in their chosen charity. The Chariteer supporter hub has been designed specifically to help charities deliver powerfully on this.
- be fully transparent with your supporters on the data you hold on them
- show donors exactly how their donations are making a difference
Start building great donor experiences with Chariteer
