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Charityproud Reviews & Product Details

Charityproud is a cloud-based CRM designed to help nonprofits manage donor relationships, fundraising, events, mailings, grants, memberships, volunteers, reports, and more in an easy to learn, user-friendly format. As an all-inclusive platform, Charityproud provides a 360 view of your constituent engagement, including communications, relationships, giving interests, volunteer hours, and other meaningful interactions. All of the functionality your team needs is in our suite of user-friendly tools--from constituent management to donations and pledges, to volunteers and events, to reporting, mailing and grant tracking. Our affordable pricing for the entire platform AND personalized customer support makes Charityproud accessible to nonprofits of all sizes. We assign a dedicated Client Account Manager who supports each organization through the onboarding process and beyond to ensure efficient individualized support is always available. No experience with CRMs? No problem! Charityproud is designed to be user-friendly and intuitive. Our platform is designed to save you time and money so you can spend more time focused on your mission. From "to-do" reminders to scheduled reports, automated emails to touchpoint cycles, our features will streamline your processes and simplify data management. We also integrate with your favorite platforms to improve your tech stack flow, including QuickBooks, Donor Search, Wealth Engine, Constant Contact, and Mail Chimp. Are you a Habitat for Humanity affiliate? Charityproud offers additional features specific to Habitat affiliates, including online homeownership applications, sweat equity reporting, and mortgage tracking. For more than a decade, Charityproud has helped nonprofits turn data into donations. Schedule a demo with us today! www.charityproud.org/DemoRequest

Seller

Alboddo Technology

Discussions

Charityproud Community

Languages Supported

English

Overview by

Samantha Shirley (Director of Business Development at Charityproud)

Pricing

Pricing provided by Charityproud.

First Tier

$100.00

Second Tier

$180.00

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Top-Rated Alternatives

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Charityproud Integrations

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Integration information sourced from real user reviews.

Charityproud Media

Charityproud Demo - Constituent Dashboard

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Home Dashboard

Donation Record

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Jan S.

Director of Individual and Community Support

Small-Business (50 or fewer emp.)

7/3/2025

"CharityProud is a great CRM for donor and volunteer management"

4/5

What do you like best about Charityproud?

The best part about Charityproud is the customer service! If I ever needed anything, like a report or something formatted, the engineering team would build it for me usually in a day. Review collected by and hosted on G2.com.

What do you dislike about Charityproud?

It doesn't integrate with all platforms, like Give Lively Review collected by and hosted on G2.com.

Stacey H.

Director of Development

Small-Business (50 or fewer emp.)

5/28/2019

"Digital grants tracking is a definite upgrade and dynamic reports provides innovative insights."

4.5/5

What do you like best about Charityproud?

CharityProud helped to transform our small nonprofit that has used QuickBooks as a donor database since 2008. My favorite feature is the reports module since it is much easier for me to share donor data with our board members and leadership versus how we previously ran reports in QuickBooks. I love having the option to see the report on my screen, create a PDF, export to CSV, or use the report outcome to create a mail merge. Review collected by and hosted on G2.com.

What do you dislike about Charityproud?

I wish we had the ability to export data in search mode. Sometimes you just need to do a quick export based on a search of a certain word. I'm glad you can add custom fields, but the process to do so is not super intuitive. Review collected by and hosted on G2.com.

Recommendations to others considering Charityproud:

This was the perfect solution that aligned with our budget. The level of support has been greatly appreciated and they are willing to listen to customers and make changes when it will benefit all clients. I frequently went to the online giving sites of others to see what the user experience would be like before we made our final decision, and we are happy to upgrade this experience for our donors with Charityproud. Review collected by and hosted on G2.com.

What problems is Charityproud solving and how is that benefiting you?

Since Charityproud is in the cloud, this allows our staff to have access to information when they are out of the office. This is making it easier to grow and build relationships with current donors and prospects. Previously, our team was tracking grants and deadlines with a Word document. Grants tracking helps to keep all team members updated when deadlines are approaching, and we have improved our planning processes. Charityproud is also helping us to improve our online giving experience and gives us the ability to share our case for giving on our donate page. This enhancement helps us to become more donor focused and I know it will lead to increased levels of support. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

5/28/2019

"Intuitive & User-Friendly Software "

5/5

What do you like best about Charityproud?

For our organization, Charity Proud is the first CRM software we've ever integrated - meaning it has completely transformed how we manage and understand our donor and volunteer data. Charity Proud is highly organized with its categories of information for each constituent, making it easy to target individuals based on the information cataloged. I personally love how user-friendly and attractive CP is - I never feel like I have to work to find what or who I'm looking for. Charity Proud is reliable, organized, and caters to the needs of a nonprofit like ours. We are still new users, but I am excited to see how Charity Proud affects our organization's fundraising and volunteer registration a year down the road. Review collected by and hosted on G2.com.

What do you dislike about Charityproud?

With software as unique and helpful as Charity Proud, there will always be a ton of information to learn. Charity Proud has so many helpful attributes that I just am not aware of yet. I sometimes feel like I need more insight as to how to use the software to its full potential - especially since I have never worked with CRM software before nor has anyone in our organization; however, the employees of Charity Proud have always had the best response time with helpful hints - even laying out how to use the software with webinar links and screenshots. Review collected by and hosted on G2.com.

What problems is Charityproud solving and how is that benefiting you?

For the first time ever, our organization is able to track a plethora of donor information and run varying reports to see how our constituents are giving from year to year. We are able to build fundraising plans based on this information like never before and target individuals who seem more likely to give. We can automatically shoot out "thank you" letters to donors without manually entering their gift amounts - & can also send an "end of year" letter before tax season. We are now able to streamline the giving process online and use one payment processor instead of three different payment platforms with extra fees on top of donations. For the volunteer portion, Charity Proud has allowed us to automatically capture volunteer info, completed waivers, and registrations with a couple of clicks. Before, we were manually coordinating with individuals every day. Charity Proud has saved me hours of time and effort every day with its automation and streamlined processes. Before Charity Proud, we never had a system set up to track pledges - now Charity Proud intuitively knows when a donation should be linked to a pledge. Wow! Review collected by and hosted on G2.com.

Verified User in Fund-Raising

Small-Business (50 or fewer emp.)

7/31/2019

"Great Experience! "

5/5

What do you like best about Charityproud?

It impliments all aspects, from donors, to volunteers, to grants! Review collected by and hosted on G2.com.

What do you dislike about Charityproud?

You cannot make global changes, and setup with Quickbooks is a bit tricky. However, customer support is amazing! Review collected by and hosted on G2.com.

Response from Samantha Shirley of Charityproud

edit

Thank you for the wonderful note of support! We do have a Support Index with documentation, videos and webinars on the Home Dashboard. Please contact your Client Account Manager if they can be of further assistance.

Job C.

Membership & Technology Associate

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

8/29/2018

"Streamlined Membership & Event Tracking"

4.5/5

What do you like best about Charityproud?

Some of the best features are in the new membership module released in Spring of 2018. The membership page integrated on our website has improved formatting over the regular donation pages, allowing us to describe the various membership benefits and levels in greater detail while displaying that information in an easy-to-read way. I particularly love that online memberships are not only imported into CharityProud as gifts but also generate a membership record. Review collected by and hosted on G2.com.

What do you dislike about Charityproud?

I dislike some of the reporting capabilities, especially the way reports are formatted. We often have to manually manipulate the reports in excel to grab the data we actually need because we can't set up how the report is formatted when we export it. The criteria for reports is also tricky to figure out, and the ways certain fields play together is not immediately obvious. Review collected by and hosted on G2.com.

Recommendations to others considering Charityproud:

-Good for tracking event info, especially if you want to see who attended events in the past

- Great for membership retention and engagement

- If your organization uses a lot of reports, take time to learn all the various ways you can run reports first and spell out exactly what criteria you need to run reports in the demo to make sure the platform can work for you Review collected by and hosted on G2.com.

What problems is Charityproud solving and how is that benefiting you?

Engaging with members was tedious and time-consuming with our old CRM platform, but with CharityProud I can send out emails or letters in an hour or less when before it would take me half a day or more. As a result, we have been able to regain some of our members and bring in new ones with the streamlined sign-up page on our website. Members and donors are now acknowledged within a reasonable time-frame of their gift because thanking constituents for their gifts is no longer a chore. Review collected by and hosted on G2.com.

Emily S.

Office Administrator

Alternative Medicine

Small-Business (50 or fewer emp.)

8/27/2018

"Charityproud is so easy to use, affordable and comes with great customer support!"

4.5/5

What do you like best about Charityproud?

We love how easy it is to use and how helpful the Charityproud team is! Whenever we have issues, Katie gets back to us asap and explains the issues thoroughly to get us on the right track. Review collected by and hosted on G2.com.

What do you dislike about Charityproud?

There a few functions in some of the event planning and campaign sections that seems a bit trickier than they should be. For instance, importing guest lists and manually tracking RSVPs. It's doable but there are more clicks than seems necessary. Just minor details as the system's functionality is great! Review collected by and hosted on G2.com.

Recommendations to others considering Charityproud:

As a small nonprofit, we needed something easy to use and nothing too expensive for our budget. If you are a start up or small organization, this is the way to go. We love that Charityproud is ready and willing to grow with us as we grow! It's more than business transaction with them, it's a partnership! Review collected by and hosted on G2.com.

What problems is Charityproud solving and how is that benefiting you?

Before we started using Charityproud, we were manually tracking donations and follow up through an excel spreadsheet. I was gifted with our data and knew we needed a much better system to organize, track and automatically build reports. Having all of our information stored in one place and usable anytime or anyplace, has made fundraising and event planning much more enjoyable, less stressful and created such peace for our team. Review collected by and hosted on G2.com.

Darin C.

Small-Business (50 or fewer emp.)

8/24/2018

"Charityproud has been a sanity saver!"

5/5

What do you like best about Charityproud?

Charityproud helped us consolidate our "scattered" information and improved our accessibility to donor history. Other things:

1. Samanatha was completely on top of things in the evaluation process. Never missed a scheduled call. Always was aware of our questions.

2. Customer service has been great with our rep Katie.

3. Tutorials within the platform on nearly every page. When that gets too much (from reading all day), I call or email and Katie or someone else gets right back to us.

4. End of year was historically "crazy making" but Charityproud has made our tax receipt notification process amazingly easy. Review collected by and hosted on G2.com.

What do you dislike about Charityproud?

So far, nothing. If I thought really hard, I could probably find something, but there is nothing that comes to mind. Review collected by and hosted on G2.com.

Recommendations to others considering Charityproud:

I have nothing but great things to say. For a non-profit, I think they are one of the best, if not the best for donor tracking. Review collected by and hosted on G2.com.

What problems is Charityproud solving and how is that benefiting you?

Tracking donor history and the mail merge features have allowed for a very smooth process with end-of-year and tax receipts. It has made a huge difference in our "sanity." I have called it a "sanity saver" for good reason. It has been remarkable in how it has saved time at a critical season of the year for us. Review collected by and hosted on G2.com.

Chris F.

Executive Director of Community Engagement

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

8/24/2018

"Adaptable, Affordable, Feature-Rich, Easy-to-Learn Donor/Constituent Management System"

4.5/5

What do you like best about Charityproud?

CharityProud does a lot for us, with a short learning curve for all of our users, but I also have great customer service when questions come up. Review collected by and hosted on G2.com.

What do you dislike about Charityproud?

The system has been built to handle diverse donor management functions - campaigns, donation processing, events, volunteer management, grants, but lags slightly on more complex reporting and dashboarding required for focused major donor prospecting and cultivation. Review collected by and hosted on G2.com.

Recommendations to others considering Charityproud:

Definite advantage of price, learning curve and admin ease for a small shop. Some functions, like peer fundraising, volunteer and grant management, you don't need to use but it's great to know that you CAN use them. If you're requiring a lot of complex reporting and have a good budget, you might look at other options, otherwise, this product will probably help your efficiency and beat most other prices for the functionality and synching capabilities. Review collected by and hosted on G2.com.

What problems is Charityproud solving and how is that benefiting you?

CP allows us to handle a wider range of functions through the same portal, reducing data entry and manual errors, including synching with accounting software (Quickbooks Online), email marketing (MailChimp) and payment processing. Our overhead for additional software is also reduced since it handles much, including peer-peer fundraising, that we'd otherwise pay additional 3+% for. Review collected by and hosted on G2.com.

Douglas D.

Small-Business (50 or fewer emp.)

8/24/2018

"Going in the Right Direction!!"

5/5

What do you like best about Charityproud?

"Best" suggests a single thing, but there are many. Customer service and ease of use are the two (not one) things I like best. Having used other CRM software, I have something to compare to Charityproud. When I come across an issue which I think software I previously used handles more efficiently, or ways I think Charityproud can be improved, our account representative is willing to listen to our suggestions. Sometimes the suggestions are particular to our situation and changes are not justified, but other times our suggestions are received and implemented in a very timely fashion. Review collected by and hosted on G2.com.

What do you dislike about Charityproud?

I would like greater flexibility for our Webmaster to adjust things that suit our needs better. One additional thing which I think increases the workload of our account representative is the lack of online tutorials. Not all of us (me included) is astute as others in figuring out the answer to what might be simple issues. Online tutorials, hosted by Charityproud, Youtube, Vimeo, or some similar platform could be very useful to us neophytes. Our account representative is always gracious and timely in responding to our questions, but having another way to get answers would be a very good thing. Review collected by and hosted on G2.com.

Recommendations to others considering Charityproud:

Data conversion is always a beating, but if you are not achieving what you want to achieve with the software you are currently using, you owe it to yourself to at least look at Charityproud. There will be an adjustment period, but once you are used to the functionalities of Charityproud, I believe you will find it very easy to use. Review collected by and hosted on G2.com.

What problems is Charityproud solving and how is that benefiting you?

The greatest benefit has been the ease of use of Charityproud when compared to other CRM software we have used. Because our staff is quite small, we have to be able to cross train and Charityproud makes the fundraising and record keeping part of our operation easier. Review collected by and hosted on G2.com.

Alice C.

Small-Business (50 or fewer emp.)

8/24/2018

"Excels at meeting our needs"

5/5

What do you like best about Charityproud?

Customer service is outstanding. Training and the adding of options and updates as we need additional features to make the platform work efficiently for us is a real bonus. Response time for help is quick. Explanations are helpful and personnel are knowledgeable and friendly. Webinars are structured based on customer requests. I believe this company works hard to hear what customers say and want. Review collected by and hosted on G2.com.

What do you dislike about Charityproud?

Nothing. The response is timely when I have a problem. Review collected by and hosted on G2.com.

Recommendations to others considering Charityproud:

Share the features you would like to be added as you determine what would make your job easier. The Charityproud team is very accommodating. Review collected by and hosted on G2.com.

What problems is Charityproud solving and how is that benefiting you?

Links our volunteers and donors in one place. Allows us to filter for fundraising and communications. Saves time. Review collected by and hosted on G2.com.