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
  • Image
  • Image
  • Image
  • Image
  • Image
  • Image

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
  • Image
  • Image
  • Image
Image

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

Image
Image

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