---
title: "CharityEngine Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about CharityEngine Software - reviews, pricing plans, popular comparisons to other Nonprofit products and more."
source_url: "https://www.capterra.com/p/140745/CharityEngine/"
page_type: "product"
language: "en"
---

# 

 CharityEngine Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 17, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

CharityEngine

## What is CharityEngine?

Nonprofits focus on engaging their donors and launching fundraising campaigns that will help them raise more money and increase their impact on the world. CharityEngine’s all-in-one CRM software offers the only solution nonprofits need! From donor management, forms, campaigns, and email marketing and automation to events, peer-to-peer fundraising, data and workflow automation, and real-time personalization, CharityEngine partners with you and powers your mission to change the world.

## What is CharityEngine used for?

[Nonprofit](https://www.capterra.com/nonprofit-software/)[Nonprofit CRM](https://www.capterra.com/nonprofit-crm-software/)[Fundraising](https://www.capterra.com/fundraising-software/)

Top alternative

Featured

Overall rating

Based on 33 user reviews

Reviews sentiment

Positive

76%

Neutral

18%

Negative

6%

Starting price

$550

Other, Per Month

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for CharityEngine?[Manage this product listing](https://www.g2.com/products/charityengine-charityengine/claim_requests/new?auto=true)

## CharityEngine Overview

Updated September 2026

AI summary

CharityEngine is a cloud-based solution designed for organizations of all sizes seeking tools for fundraising, donor management, and nonprofit operations. It combines CRM, campaign management, accounting, membership, and event management, while offering features like real-time analytics, customizable forms, payment processing, and volunteer tracking. Optional integrations and branding allow teams to tailor workflows for evolving fundraising and engagement needs.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### CharityEngine

4.2 (33)

VS.

[4.5 (1,481)](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/reviews/)

Starting Price

$550

Other, Per Month

Starting Price

$119

Other, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.9 (33)

Ease Of Use

4.3 (1,480)

Value For Money

4.2 (25)

Value For Money

4.5 (1,217)

Customer Service

4.1 (29)

Customer Service

4.8 (1,379)

## CharityEngine alternatives

[4.3 (620)](https://www.capterra.com/p/102088/NeonCRM/reviews/)

Starting price

$99.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (1,287)](https://www.capterra.com/p/131207/Bloomerang/reviews/)

Starting price

$125.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/)

Starting price

$179.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/140745/CharityEngine/alternatives/)

## FAQs about CharityEngine

Overview

### Which roles and teams benefit most from CharityEngine?

CharityEngine is most used by fundraising teams, donor operations staff, database managers, and nonprofit executives who need unified donor management and campaign oversight. Development and major gifts teams track relationships and giving activity, while analytics, finance, and administrative roles use it for reporting, data hygiene, payment processing, and operational visibility.

Answer based on 33 reviews

Overview

### What company size and industries is CharityEngine built for?

CharityEngine is built primarily for small nonprofit organizations, with 91% of reviewers from small businesses and 67% from non-profit organization management. It also serves philanthropy and fundraising groups, each representing 6% of reviewers, with smaller adoption among midsize businesses at 6% and enterprises at 3%.

Answer based on 33 reviews

Features and Usability

### What are the key features of CharityEngine?

CharityEngine offers CRM, donor management, donation tracking, and contribution tracking for constituent records and fundraising data. It also includes online giving, recurring giving, payment processing, event management, membership management, campaign management, reporting & analytics, workflow automation, and accounting integration for nonprofit operations.

Pricing

### How much does it cost and what fees or limitations are included?

CharityEngine starts at $550 per month for the Starter plan, built for smaller nonprofits. It includes 5 users, up to 25k contacts, and 100k emails per month, plus built-in payment processing, CRM and donor management, custom donation forms, and dedicated onboarding.

Answer based on 4 reviews

Integrations

### Which third-party tools and platforms does CharityEngine integrate with?

CharityEngine integrates with Dynamics 365, plus finance, analytics, and communications tools such as QuickBooks Online, Microsoft Excel, Microsoft Outlook, Microsoft Power BI, Google Analytics 360, Google Forms, Google Maps, Meta for Business, PayPal, Razorpay, and FedEx Ship Manager. It also connects with Blackbaud Raiser's Edge NXT, Blackbaud Luminate Online, Bonterra DonorDrive, and NeverBounce.

Answer based on 6 reviews

Getting Started and Support

### What training and onboarding options does CharityEngine offer?

CharityEngine provides in-person training, live online sessions, webinars, documentation, and videos. In-person and live online formats support guided instruction, webinars cover scheduled learning sessions, documentation offers written reference material, and videos provide self-paced instruction for teams getting started.

Answer based on 8 reviews

Getting Started and Support

### What customer support options does CharityEngine offer?

CharityEngine provides Email/Help Desk, Knowledge Base, Phone Support, and Chat. Users describe the support team as responsive, professional, and attentive to concerns, with some noting proactive follow-up and helpful walkthroughs. Others report slower replies on certain issues, though many find answers through the knowledge base.

Answer based on 8 reviews

Features and Usability

### Is CharityEngine easy to use?

CharityEngine offers a mixed ease-of-use experience, with helpful donor search, clear record views, and flexible tools offset by a steeper learning curve. Nonprofit teams with complex fundraising needs often like the all-in-one setup, while smaller staffs and new admins may find forms, queries, reporting, and record updates harder to learn.

Answer based on 17 reviews

Features and Usability

### How user-friendly is the CharityEngine interface?

CharityEngine presents an interface that many teams find organized and workable, but it can feel clunky for everyday navigation. Fundraising and operations staff often like donor search, dashboards, and form flexibility, while others say too many screens, multiple paths, and less intuitive query tools make tasks slower.

Answer based on 11 reviews

## Features

AI summary

Based on 4,572 Nonprofit reviews

Capterra data shows that buyers of nonprofit software rank the following features as their top priorities:

-   **Electronic Payments** (**64%** of reviewers rated this feature as critical)
-   **Credit Card Processing** (**64%**)
-   **Fundraising Management** (**49%**)

CharityEngine supports all three top features buyers look for: **Electronic Payments**, **Credit Card Processing**, and **Fundraising Management**. Together, these capabilities help nonprofits process donations securely, manage fundraising efforts more effectively, and keep giving operations running smoothly, allowing teams to improve donor experiences and support revenue growth.

Fundraising Management

4.3 (9)

88.89% of 9 reviewers that rated this feature as important or highly important

Activities related to raising money for a specific cause

Donor Management

4.6 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

For Nonprofits

4.9 (7)

71.43% of 7 reviewers that rated this feature as important or highly important

Software specialized for non-profit organizations

Reporting & Statistics

3.8 (5)

100.00% of 5 reviewers that rated this feature as important or highly important

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customizable Reports

4.0 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Alter the layout and content of reports

Customizable Templates

4.3 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Pre-designed layouts that can be customized to match preferences and requirements

CharityEngine 100 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Activity/News Feed: Continuous profile-based stream of news and activity
- Ad hoc Reporting: Generate one-off reports that meet information requirements
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Alumni Management: Tools that help educational institutions or fundraising organizations connect with alumni
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Scheduling: Schedule appointments via a calendar
- Assignment Management: Assign issues and tasks based on availability or required skills
- Attendance Management: Manage attendance for classes, shifts, meetings, or events
- Auction Management: Allows businesses to create and manage auctions.
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Campaign Analytics: Track and interpret campaign performance metrics
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Campaign Planning: Plan and strategize marketing campaigns
- Campaign Segmentation: Group campaigns by project, client, or campaign for better management.
- Commenting/Notes: Leave comments and notes on documents for others to view
- Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- Contribution Tracking: View donor contribution history, track how much money have been raised over time and measure progress
- Credit Card Processing: Accept and process credit card transactions
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import/Export: Import and export data to and from software applications
- Document Storage: Store and organize documents in a centralized system
- Donation Tracking: Track and view detailed financial donation history made by contacts and members
- Donor Discovery: Search 3rd party databases to identify potential donors
- Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Dues Management: Track and collect membership dues
- Electronic Payments: Electronically collect payments for goods or services
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Reminders: Reminders sent via email
- Email Templates: Pre-made examples and templates for emails
- Email Tracking: Track delivered, received, and opened emails
- Event Management: Schedule and manage the logistics of activities and other gatherings
- Event Scheduling: Plan an event's time and location
- Event Ticketing: Manage tickets for specific events
- Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events
- File Management: Create, save, and store files
- For Nonprofits: Software specialized for non-profit organizations
- Forms Management: Store, manage and track all forms in a centralized location
- Fund Accounting: Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)
- Fundraising Management: Activities related to raising money for a specific cause
- Gift Matching Management: Ability to match gifts through the system
- Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
- Grant Management: Monitor application statuses, proposals and award funds
- Historical Trend Analysis: Review data from past periods to reveal recurring tendencies
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Member Database: Add, store and access information pertaining to members
- Membership Management: Database of members to track personal information of individuals and families
- Mobile Access: Access software remotely via mobile devices
- Mobile Giving: Ability to make a donation from a mobile device/app
- Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
- Online Forms: Create new forms and/or use ready-made online form templates
- Online Giving: Outlet for members and visitors to submit donations electronically
- Payment Processing: Accept, record, and reconcile financial transactions
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Personalization: Adjust communications based on previous interactions or personal preferences
- Pledge Management: Track commitments to donate in the future
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Receipt Management: Upload, track, and submit receipts in a central database
- Recurring Giving: Manage and track recurring gifts
- Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service
- Registration Management: Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue
- Sales Pipeline Management: Pipeline view and tracking lead status
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Social Marketing: Manage campaigns and track engagement for marketing efforts across social media channels
- Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
- Task Management: Create, manage and track all task activities and progression
- Task Scheduling: Track and manage the scheduling of tasks
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Volunteer Management: Manage volunteer information and direct volunteer resources
- Web Forms: Web form that allows users to enter data that is sent and processed for different reasons
- Website Integration: Seamlessly integrates with 3rd party websites
- Website Management: Built-in website builder or integration with third-party site
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

4.3 (33)

4.3

Based on 33 reviews

## Pricing

Value for money

4.2 (25)

[View pricing plan details](https://www.capterra.com/p/140745/CharityEngine/pricing/)

Starter

$550.00

Other,Per Month

It includes:

-   CRM & Donor Management​
-   Custom Donation Forms
-   Built-in Payment Processing
-   Email & Marketing Automation
-   Out-of-the-box​ Marketing Automation Workflows
-   Event Management
-   Gift Probability: Native Prospect Research
-   Membership Managemen
-   Sustainer Management​
-   Reports & Analytics
-   Dedicated Onboarding Specialist
-   Standard Support

Pro

Contact our Sales Team

It includes:

-   Everything in Starter plus:
-   Auctions
-   Volunteer Management​
-   Peer-to-Peer Fundraising​
-   Custom Dashboards
-   Major Gift Management
-   Unlimited Automation & Workflows​
-   ChatGPT Writing Assistant
-   Double the Donation Integration​
-   Query Builder & Database Access
-   Dedicated Client Success Manager​
-   Standard Support

Premier

Contact our Sales Team

It includes:

-   Everything in Pro plus:
-   Advocacy
-   Shopping Cart
-   Custom Pipelines​
-   Multichannel Attribution Tracking​
-   Premium Support​

Value for money

4.2 (25)

4.2

Based on 25 reviews

## Integrations

[

PayPal](https://www.capterra.com/p/207944/PayPal/)[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Google Forms](https://www.capterra.com/p/176571/Google-Forms/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Meta for Business](https://www.capterra.com/p/213257/Facebook/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.1 (29)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.1 (29)

4.1

Based on 29 reviews

## User reviews

Overall rating

4.2

Based on 33 reviews

Filter by rating

5(17)

4(8)

3(6)

2(1)

1(1)

Mentioned topic

Sorted by most recent

James B.

Business Administrator

Religious Institutions

### "The Good, Bad and Ugly (but overall good) aspects of Charity Engine"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

June 26, 2026

Operationally, Charity Engine is not as fast as I would like especially in registering guests for an event or entering in check and cash transactions. I think this is something that they can fix. And the complexity of the system often leads to difficulty getting things done. I would love it if CE worked from the perspective of a user who has a moderate or high number of transactions to process each week. Reporting is still arduous and every transaction needs to be pristine if the standard report is to be accurate (That could be on us). The queries and the fancy things you can do with them are more difficult than what we experienced with our previous vendor. Reaching out to donors or participants via email works well and we hope to get the SMS messaging working soon. The screen showing an individual donor's contribution is easy to read and provides useful information. One of their strong points are the staff that answer questions and fix bugs when you identify them. They do acknowledge your ticket quickly and keep you appraised on the status through their website.

Pros

1\. The staff are very helpful. When we ask them for direction on topics, we are not familiar with, or problems that we encounter they create short videos showing how to perform the tasks we're working on. Their weekly show and tell sessions are informative and there are a lot of prerecorded videos and descriptions of how to use the features of the system. 2. Overall, the system can handle not only maintaining information on donors and their interactions but also events that they have attended. 3. Overall CE is responsive to recommendations for changes to the system. There is one drawback listed below in #3. 4. Sending and automating thank you letters for donations is wonderful once you figure out how to find and use the tokens and set up forms. There's definitely a longer learning curve but once figured out this automation is helpful.

Cons

There are a couple of things to be aware of: 1 - CE (Charity Engine) will create multiple records for the same individual if the individual doesn't type in their name, address, email, and telephone number closely or exactly the same when making a donation or registering for an event. CE provides a way to merge two records together, but this is time consuming. In our previous system, all transactions were held in a queue, and we would review them before they a new constituent was created. 2 - Entering transactions in batches never seems to work the way we had hoped. We reverted to (based on CE's recommendation), to go on-line into one of our forms and individually add the transaction (which triggers the problem #1 described above) in order to link a transaction with the event. In our previous system we created batches, selected the individual, identified the G/L code and event and everything was linked. CE just take a bit more staff time to do all this compared to our prior experience. 3 - CE staff are always improving the system functions and are to be applauded for this. CE does announce new features. Yet sometimes they make system changes on the software in production and not first in their development sandbox. We've seen changes made mid-working day to the ways queries, registrations and forms work. Most of the time the changes work but sometimes they break something else. I would want them to test more and not make changes to the live system. 4 - and this is personal preference - simple designs are always better than complicated designs. I appreciate that you can get to the same place in CE by 3 or 4 routes, but it makes it difficult to teach and learn how to do things. CE has a long list of information that can go into a person's donor record or an event record, but it can be difficult to navigate because of the different routes. It's like "all roads lead to Rome" except sometimes you can't find Rome. 5. One thing that should be stressed in all training on using CE is that if you don't have a form set up first, it ain't going to work. Intuitively I would think that you set up an event or a donor page and then attach a form to that. It's actually the opposite. As a fan of RPN (you HP calculator users know what I'm talking about) there's a little too much "Reverse Polish Notation" in the way CE works. I wouldn't change this (I like RPN) but only 5% of the population thinks in this way. Just train forms, forms, forms before anything else. 6. If you want to place your donors in specific categories ("tags" in CE) there is a marvelous multi-mention tag field that is difficult to report on. We often have to download reports with a comma separated field (singular not plural) that we then need to break out into multiple fields to find the one tag we're looking for. It's just awkward and there must be a better way.

Switched from

[Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/)

Cost and features mostly. Blackbaud's Raisers Edge is expensive for a non-profit of our size.

Alternatives considered

[DonorPerfect](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/)

[Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/)

[DonorView](https://www.capterra.com/p/162375/DonorView/)

[Little Green Light](https://www.capterra.com/p/123954/Little-Green-Light/)

Reasons for choosing CharityEngine

We hoped that CE's features and support would be better than other options. Their support has been strong, and the features mostly exist.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Jennifer G.

Database Manager

Non-Profit Organization Management

### "Charity Engine, donor retention and constant improvements and new features."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

March 21, 2026

My experience with CE has been a great one, they are very helpful to help you learn new processes, they have help articles that teach you things step by step and they are always available when you need them. Our implementation process was smooth, and we were walked through it step by step. I am 4 years into working with CE and learn new things that this database can do regularly. They have webinars to show you how to use the features they currently have and webinars to introduce new features that will be rolling out, these new features are usually a suggestion from the non-profits using it. I have no regrets in switching from our previous CRM to CE.

Pros

I like that we have everything we need in one CRM. It has easy to use out of the box reports, or you can use queries to deep dive to find information and data that you need. Donor Management is much easier in CE than our previous CRM, our recurring sustainers just run in the background, and with the built in Credit Card updater, we have a much higher donor retention than with our previous CRM. This feature alone is saving us money by helping us retain donors.

Cons

I have not found anything that I don't like, but if we find something that we think should be implemented to make things work smoother, we reach out with feedback and they usually take our suggestion and implement it.

Switched from

[Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/)

We liked that we could have everything we needed in one CRM. We can send emails, receipts and SMS messages straight from CE. We can create our online giving forms in CE and we can can create and send our newsletters as well. Everything links together and works together without having to use additional companies or platforms.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Kristine V.

Donor Operations Manager

Non-Profit Organization Management

### "New client to Charity Engine"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 20, 2026

Overall experience has been good. Our account manager is good at responding and does check in to make sure everything is going well for us.

Pros

Charity Engine is a good CRM that keeps all information about our constituents in one place. We are able to track and tag donations for ease of reporting. Our management team has found the system easy to navigate and find answers to most of their questions without needing another staff member to get the answer for them. The sales and support team have been responsive to all questions and concerns that I have voiced and have helped to get to an answer to everything.

Cons

Still early in learning all the features of the system. The help center has come in very handy with the learning process.

Switched from

[NetSuite](https://www.capterra.com/p/135757/NetSuite/)

It was not a good fit for our organization. There was no membership tracking and the nonprofit option lacks many features that our Development Team counts on when managing our donors.

Alternatives considered

[Keela](https://www.capterra.com/p/154358/Keela/)

[DonorPerfect](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/)

[Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/)

[Virtuous](https://www.capterra.com/p/159179/Virtuous/)

Reasons for choosing CharityEngine

It offered more to our organization then the other options we explored.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CH

Carrie H.

Administrative Coordinator

Non-Profit Organization Management

### "Getting There!"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

March 13, 2026

All in all, despite some speed-bumps, our experience (especially with \[sensitive content hidden\] , in the last few months) has been favorable. In my heart and soul, I truly believe that any issues we encountered previously were as a result of "growing pains" on the part of Charity Engine over the last year. Things are on track now and I am positive that Charity Engine is going to be exactly what we were hoping for in the near future.

Pros

We did a lot of research prior to signing up with Charity Engine. The reason we chose them was because of their robust capabilities. We felt the had the most options in respect to our needs.

Cons

Time to get fully up and running. It's been a bit of a process. Some delays did occur causing us to be behind our projected "go live" date.

Alternatives considered

[Bonterra Network for Good](https://www.capterra.com/p/111128/Bonterra-Guided-Fundraising/)

Reasons for choosing CharityEngine

Seemed to be a better fit for our needs. More capability.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CT

Chase T.

President and CEO

Religious Institutions

### "Flawless transition and great price for a great product!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 13, 2026

100/100! 5 stars out of 5 stars. The worst part of our experience was having to say goodbye to the team that helped us transition. They were amazing from start to finish! Our new team of support is also amazing but I wish we could have kept in touch with all of them!

Pros

From the beginning, the competency, efficiency, kindness and support from Charity Engine has been amazing. The price point has saved us so much from our previous company. The weekly meetings during our onboarding were always helpful and succinct. The entire team was great and our team is now proficient in all we do with Charity Engine because of our training.

Cons

Truly, I cannot think of a con. The experience has been ideal in every way. We knew in advance there would be a learning curve but the Charity Engine staff walked us through so much more than I anticipated and made it easier than I could have imagined.

Switched from

[Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/)

Price point was the intitial reason. Customer service also played a role in looking for a new product.

Alternatives considered

[Bloomerang Fundraising](https://www.capterra.com/p/80990/Qgiv/)

Reasons for choosing CharityEngine

After the first meeting with CharityEngine, it was hard not to go with them.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CR

Courtney R.

Donor and Finance Manager

Non-Profit Organization Management

### "The Simplicity of Charity Engine "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

March 13, 2026

Overall, the experience with Charity Engine has been a complete success. It simple to use, and its simple for others to learn as well.

Pros

I like the ease of use of it. I like how I can see the donors giving on one page. I like how when I have an issue there is always someone willing to help me when I need it.

Cons

The fact the training video go away after so long. It would be nice to be able to refresh the mind on certain things.

Switched from

[GiveSmart](https://www.capterra.com/p/130794/GiveSmart/)

Needed something easier to manage and to get more help when needed.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AH

Adam H.

Director of Community Engagement

Non-Profit Organization Management

### "CharityEngine User"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 19, 2024

Overall experience has been very good. Excellent customer support.

Pros

The automated functions make my job much easier.

Cons

There are some functions that I don't know how to use well or don't work well.

Switched from

[Salsa Engage](https://www.capterra.com/p/114212/Salsa-Engage/)

Customer support and sunsetting of the product I was using.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MB

Marcella B.

Outreach & Engagement Coordinator

Non-Profit Organization Management

### "Thank you! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 8, 2022

Pros

Thank you to the entire Charity Engine team specifically \[SENSITIVE CONTENT\] ! \[SENSITIVE CONTENT\] is a great communicator and team leader. \[SENSITIVE CONTENT\] is beyond incredible!!! She walks you through every aspect of utilizing the website to its fullest potential. She is so patient, organized, and thorough. We are excited to use this for our organization and have everything be organized and user-friendly.

Cons

Not applicable, So far everything has been great!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

February 10, 2022

Marcella - thank you so much for your review and positive feedback about the team!

KK

Kristi K.

Data Analytics Manager

Non-Profit Organization Management

### "Data Warehouse Capabilities and SQL Integration"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

7/10

January 28, 2022

Charity Engine has expanded its one-stop shop CRM solution by also providing Data Warehouse capabilities and SQL integration. This DBaaS (Database-as-a-Service) offering has been instrumental in our Data Analytics Strategy. Easily generating a visual diagram of the database schema allowed new Developers to quickly come to speed at ATC by further understanding the underlying data construct. Developers could leverage their pre-existing SQL skills rather than learn different data extraction and querying tools. Additional efficiency was gained when interrogating data by allowing for infinite ways to join tables, filter data, and extract meaningful insights rather than be limited by rigid pre-established querying structures. The added benefit of Charity Engine’s hosted database service is that their team handles the infrastructure, storage, data replication, and backup automation, ensuring that the organization’s data is secure and accessible which is a priority for any organization.

Pros

The expansion of the native CRM solution with Data Warehousing capabilities and SQL Integration.

Cons

Proprietary report writing and querying tool native in the product. This limitation was overcome by the release of the new data warehouse that allows for querying via SQL Server Management Studio (which is a well known industry standard).

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

February 10, 2022

Kristi - thank you so much for your review and specific feedback about our dBaaS offering. We're excited too about this offering!

DC

Dana C.

Director of Membership and Marketing

Fund-Raising

### "Highly-Customizable, Powerful & Accessible, Best Price"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

January 19, 2022

We use Charity Engine for on and offline monthly/quarterly/annual recurring donations and all online donation forms. We have a different CRM for sending email to our 250,000+subscribers and to host our actions to legislators and corporations. And another CRM for our direct mail constituents. Some at the organization argue that we should have one CRM to do all this--but I never expect that out of a company. Charity Engine clearly specializes in online donations and recurring donations, including an advance fraud suite that prevents the fraudulent testing of credit cards on their system (and fees associated). Monthly processing and all the management of credit card updating, both automatic and personal updates, are a breeze. And Charity Engine has made it clear that the data is ALWAYS ours. (Other companies we have worked with said they have the right to withhold credit card information of recurring donors, if you ever try to move off their system.)

Pros

You can do pretty much anything with either the front-end or back-end design of Charity Engine forms. This power and flexibility are exactly what our medium to large non-profit needs as we are testing and improving our online fundraising. The user interface is intuitive and user-friendly. I am not a developer and over the years I’ve learned how to navigate most things within the system, it is complex, but well organized. And if you are not technical or don’t have the time, Charity Engine will connect you with a developer. I appreciate how we have the capability to add code to our forms and templates. This has enabled us to better track conversions, ecommerce, Google Analytics, and Facebook website verification. The donation data is all there, you can query on anything and export it into excel to analyze. Note: We added custom hidden fields to help with tracking donations from third party sites and other CRMs. Sustainer charging is very simple within Charity Engine. The amount of work required once you have someone set up in it is minimal. The help files are actually helpful, and are clearly written to walk you through things you need to do.

Cons

We cannot use the “standard donation form” to meet our fundraising needs. We have custom forms and once you make custom forms, if they break, Charity Engine support (often) can’t fix. You need to go to a developer. Good news is forms don’t break often. Not a system flaw—rather warning to the user, because the tool is so powerful and hands on, you do have the ability to do almost anything, including break the forms. More than once I have wanted to test something new, so I tinkered with the forms and broke something else. Always create copies of forms and test them out before changing in a live environment. Sometimes, the Charity Engine staff seem to have limited experience with, or solutions for, integrating CE with other platforms. For example, we spent months trying to get Google Tag Manager to work correctly on Charity Engine forms so we could run a functional Facebook Ad campaign. Another example, we had a comma issue with our forms that makes $1,000+ transactions register as $1 in Google Analytics. We had to work with independent contractors to resolve both of these issues, even though we imagine they are issues all Charity Engine clients must face. The system can be a little buggy, so you have to pay attention to things—especially patterns. Example: every now and then the amount a donor has entered into specific form changes on its own after they hit the submit button, but because it can’t be consistently reproduced, there’s nothing they can do about it.

Alternatives considered

[Blackbaud Luminate Online](https://www.capterra.com/p/134915/Luminate-Online-Marketing/)

[Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/)

[Funraise](https://www.capterra.com/p/154623/Funraise/)

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

[Bonterra Network for Good](https://www.capterra.com/p/111128/Bonterra-Guided-Fundraising/)

Reasons for choosing CharityEngine

In 2015 we researched Salsa's donation forms, Salesforce, and Blackbaud's Luminate. We were impressed with Charity Engine because they understood the importance of allowing back-end users (people at our org) to access all functions, data, and operations of the system--it is well-organized and accessible. Before our most recent contract renewal, we have researched SALSA Fundraise and Blackbaud's Luminate to sync with Raiser's Edge, because they were two other CRMs our org is currently using. When shopping around, we focused how these other platforms handle monthly processing, because that is where the majority of our donations come from. Although we also need dynamic highly customizable online donation forms. It is important to keep in mind that these companies make their money off you donation/payment processing--so keep a close eye on these fees, more than what you are paying monthly to use the system. Charity Engine matched our current rates and therefore won on payment processing for both Credit Cards and ACH. Charity Engines monthly payment processing, credit card updater, fraud protection suite, and manual processing is far superior to SALSA Fundraise. Luminate cost considerably more than Charity Engine to process monthly donations and to set up their platform. And why? Luminates functionality was far behind Charity Engines (in 2021). Example, BB said they would be rolling out PayPal on their donation forms "soon."

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/140745/CharityEngine/reviews/)

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