Features designed with expertise
Whether it's a large NGO or a small Trust with CharityERP you can escalate your Donation Collection with remarkably effective user-friendly tools
Integrated Online Donation Portal
- Accept donation through Credit Card, Debit Card, Net banking, Wallets and UPI.
- Auto-capture transactions
- Auto-settlement to Bank
- Immediate receipt on email
- Immediate SMS confirmation to donor
- No additional website development and payment gateway integration cost.*
- Custom domain e.g. http://donate.yourorganisation.org
Single Platform to Manage all types of Donations
Streamline the donation management function of donations received through various sources like Online,Cash,Card-Swipe,Cheques,NEFT,G-Pay,E-Wallets,etc manage at one place.
Donor Login Portal
- Donors can access their donation records Donors can search donation records and print donation receipts and also can see entire donation report within date range
- Quick Donate: Allows donors to donate promptly without entering address and other personal details after logged in to donation portal
Reports
- Reports According to Causes,Instruments,etc
- Top Donor’s Reports
- Complete Donation Collection Reports
- Specific Donor Reports which can be Emailed
- *Customizable Reports
RTR (Request-Then-Receipt) Approach
Every time a donation is received, a donation request (with DRID#) is created and once the donation
is credited in the account (or is approved by the Head-office) the receipt is automatically generated.
Example: For Cheques receipt will be generated after clearing of cheque
Optionally, an instrument can also be marked for auto-receipt so the receipt could be generated immediately after the donation is received
Settlement Management
- Easy bank deposits from DCCs to the organization’s bank A/c
- Settlement to be submitted along with proof of deposits (attachment)
- Once the settlement is approved by admin, receipts will be generated for the settled donation requests
- Single-click bank challan printing