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What is Charityvest?

Encourage your team to become the narrators of your organization's influence by adopting corporate charitable contributions. Our platform streamlines the entire process with automated, rules-based matching for donations, thorough reporting, and efficient administration. You can facilitate an unlimited number of matching gifts to over 1.4 million verified charities globally, all managed through a single, hassle-free monthly payment that eliminates paperwork. Choose particular charities for your fundraising campaigns or allow us to suggest carefully curated causes that reflect intentional giving. Moreover, you can allocate charitable stipends to empower employees, customers, or employee resource groups (ERGs) to direct your philanthropic resources where they believe the impact will be most significant. We will furnish you with comprehensive data on engagement metrics, participation statistics, total contributions, and the charities that receive the most support. Leverage these insights to fortify your workplace culture and amplify your brand's identity. In addition, our compliance technology removes the burden of verifying employee donations or assessing the charitable status of recipient organizations, enabling you to concentrate on creating a positive impact. The user-friendly nature of our platform makes it easy for everyone to engage with and support worthwhile causes, fostering a culture of generosity within your organization. This collaborative approach not only enhances employee morale but also helps to create a lasting legacy of giving.

What is Charity Tool ?

Charity Tool is a specialized software designed specifically for charitable organizations in Canada, simplifying the generation and distribution of tax receipts in accordance with CRA guidelines, which ultimately saves valuable time for administrative personnel. This platform efficiently organizes donor information and transaction records, which helps charities gain deeper insights into their supporters and improve fundraising effectiveness. Users can conveniently gather contact details for donors and search for existing contributors in an interactive manner. The system is capable of tracking an unlimited number of donations and pledges, which allows for the creation of comprehensive profiles for individuals, families, and businesses alike. It also enables users to record notes about each donor to monitor significant events and find donor locations through Google Maps. Moreover, donors who do not need tax receipts can be easily identified, and any missing information can be tracked accordingly. The software further aids in overseeing fundraising initiatives by providing valuable insights and analyses regarding organizational performance. Payments can be seamlessly matched to pledges, supporting tracking from simple one-time contributions to intricate recurring donations, thereby streamlining the management of donation records associated with particular accounts. Additionally, the tool can produce reports detailing collected, uncollected, and outstanding pledges, giving a thorough view of the charity's financial situation. The user-friendly interface guarantees that navigation is straightforward, making the software accessible for individuals who may not be particularly tech-savvy, ultimately enhancing the operational efficiency of charitable organizations. As a result, Charity Tool stands out as an essential resource for non-profits striving for greater impact in their communities.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$1.49 per user per month

Pricing Information

$400.00/year

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Online Training

Company Facts

Organization Name

Charityvest

Date Founded

2016

Company Location

United States

Company Website

www.charityvest.org/for-workplaces

Company Facts

Organization Name

Charity Tool

Company Location

Canada

Company Website

www.charitytool.com

Categories and Features

Employee Giving

Not specified

Categories and Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Pledge Management
Receipts / Statements
Recurring Donations

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