CharityEngine
CharityEngine is a private B2B SaaS company selling an all-in-one nonprofit CRM with built-in payment processing, sustainer billing, and 20+ fundraising modules to mid-market and enterprise nonprofits across North America and the European Economic Area.
- Company typePrivate
- Founded2008
- HeadquartersSarasota, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What CharityEngine does
CharityEngine, a Sarasota, Florida-based private company founded in 2008 and a subsidiary of BIS Global, sells an all-in-one nonprofit CRM and fundraising platform on a quote-based annual subscription. The product unifies donor management, in-house PCI-certified and SOC 2-certified payment processing, sustainer/subscription billing under the SustainerIQ sub-brand, email marketing, donation forms, peer-to-peer fundraising, events and auctions, membership management, major gifts, text-to-give, advocacy, direct mail, CMS and website hosting, volunteer management, case management, chapter management, and grant management into a single system intended to replace the cobbled-together stacks typical in mid-sized and large nonprofits. The platform exposes SOAP, REST, and JavaScript APIs plus a Zapier bridge to roughly 7,000 external applications and integrates with roughly 30 named partners including QuickBooks, Mailchimp, Salesforce, Microsoft Power BI, Twilio, PayPal, and Stripe. SustainerIQ is positioned as the first Sustained Giving Certified platform and claims a 98% sustainer retention rate versus an industry-standard collection rate of 70-85%.
The company pursues a sales-led go-to-market with both an enterprise field-sales motion targeting nonprofits with more than $10 million in fundraising revenue and a mid-market motion targeting organizations in the $1 million-$10 million range. Sales cycles run through discovery calls, custom demos, and onboarding support. A separate Professional Services line (training, fundraising consulting, data cleansing, API support, and retainers) monetizes implementation beyond the SaaS subscription. Marketing is content-driven, with a blog, resource center, weekly newsletter, webinars, calculator/ROI tools, and dedicated competitor comparison pages against Blackbaud, Bloomerang, Bonterra, Salesforce, and Virtuous. Named customers include Wounded Warrior Project, MD Anderson Cancer Center, Easter Seals, Phoenix Boys Choir, and Rescue Village, with named verticals spanning animal welfare, arts and culture, education, environmental, faith-based, food banks, healthcare, social justice, veteran services, and youth development.
A patent-pending AI-based fraud protection invention underlies the payment processing module, and a productized Fundraising AI offering extends this further into predictive analytics and donor engagement automation. Operationally the firm is small (11-50 employees), self-funded (no external venture or growth equity disclosed), and serves both North America and the European Economic Area, with no public listing, M&A activity, or funding transactions disclosed in the input data.
CharityEngine firmographics
Firmographics- Name
- CharityEngine
- Legal name
- CharityEngine
- Website
- https://charityengine.net
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CharityEngine is a private B2B SaaS company selling an all-in-one nonprofit CRM with built-in payment processing, sustainer billing, and 20+ fundraising modules to mid-market and enterprise nonprofits across North America and the European Economic Area.
- Ownership category
- akta.pro rank
CharityEngine industry classification
Industry- Product category
- Nonprofit CRM and Fundraising Software
- NAICS
- Grantmaking and Giving Services (8132), Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions (HDAEAFAK)
Keywords
Where CharityEngine is headquartered
LocationHeadquarters
- HQ city
- Sarasota
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CharityEngine business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription Platform: Subscription-based all-in-one nonprofit CRM platform with tiered pricing for growing nonprofits ($1M-$10M revenue) and enterprise nonprofits ($10M+). Includes access to all built-in fundraising tools, CRM, payment processing, and analytics.
- Professional Services: Expert-led training and support, fundraising consulting, technical support, product training packages, email deliverability analysis, monthly donor program optimization, custom reporting and dashboards, data cleansing packages, API support, and retainer packages for ongoing support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | For Growing Nonprofits - Best for organizations with $1M to $10M in fundraising revenue |
| Subscription | Annual | For Enterprise Nonprofits - Best for organizations with more than $10 million in fundraising revenue |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
CharityEngine product offering
Product offeringCore offering
CharityEngine sells an all-in-one nonprofit CRM platform with 20+ built-in fundraising modules covering donor management, in-house PCI-certified payment processing, the proprietary SustainerIQ subscription billing technology, email marketing, peer-to-peer fundraising, events, auctions, memberships, major gifts, text-to-give, advocacy, CMS and website hosting, shopping cart, and volunteer/case management. The platform is sold as an annual subscription with quote-based tiered pricing for growing and enterprise nonprofits, supplemented by professional services for training, consulting, data cleansing, and API support.
Product overview
CharityEngine offers an all-in-one nonprofit CRM platform with 20+ built-in fundraising tools. The core is the All-in-One CRM, which unifies donor management, payment processing (SustainerIQ), email marketing, peer-to-peer fundraising, events/auctions, memberships, major gifts, text-to-give, advocacy, direct mail, CMS/website hosting, shopping cart, volunteers, case management, chapter management, grant management, and Fundraising AI. The platform is designed to replace multiple disconnected tools with a single integrated system, featuring in-house payment processing with PCI certification and advanced subscription billing technology for monthly giving programs.
Differentiator
Problem solved
Functional benefit
Brands
- SustainerIQ: Subscription billing technology for nonprofits that automatically recovers failed donations and maintains sustainer retention, marketed as the first Sustained Giving Certified fundraising platform.
Products and services
- All-in-One CRM The central nonprofit CRM platform that serves as the unified hub for donor management, fundraising, and supporter engagement across all channels.
- SustainerIQ Subscription billing technology for monthly giving programs that automatically recovers failed donations and keeps donors active, with claimed sustainer retention outperforming competitors.
- Payment Processing In-house PCI-certified payment processing accepting credit/debit, ACH, and digital wallets with multi-currency global giving support and lower costs due to no middlemen.
- Email Marketing Marketing automation tool for creating personalized communications with automated multichannel campaigns to raise more money.
- Donation Forms Custom donation form builder with gallery of templated options for creating forms for any occasion.
- Peer-to-Peer Fundraising Enables supporters to create personal fundraising pages and raise money on behalf of the organization, with tools for campaign management and social sharing.
- Reporting and Analytics Analytics platform with more than 200 ready-to-use reports and performance dashboards for fast and insightful analysis.
- Events Event management software for planning and managing events, auctions, and volunteers with registration, ticketing, and mobile bidding capabilities.
- Auctions Auction management tool including online, in-person, and silent auctions with mobile bidding support.
- Memberships Membership management for tracking members, tiered membership levels, and member self-service portals.
- Major Gifts Tool for identifying, nurturing, and managing relationships with high-value donors including planned giving and grant tracking.
- Text-to-Give Mobile giving solution allowing donors to make contributions via text message with automated response-driven interaction.
- Advocacy Issue-based campaign creation tool for inspiring action and targeting key decision-makers through multiple outreach channels.
- Direct Mail Integration for managing direct mail campaigns alongside digital fundraising efforts.
- CMS and Website Hosting Content management system and website hosting for building and managing nonprofit websites with integrated donation functionality.
- Shopping Cart E-commerce functionality for selling merchandise, tickets, and experiences with integrated payment processing.
- Volunteers Volunteer management software for recruiting, scheduling, and managing nonprofit volunteers.
- Case Management Tool for tracking and managing individual cases and constituent support needs.
- Chapter Management Functionality for managing multiple chapters of an organization with localized tracking and reporting.
- Grant Management Grant application tracking and management tool for identifying funding opportunities and managing application deadlines.
- Fundraising AI AI-powered features for nonprofit fundraising including predictive analytics and automated donor engagement.
- Professional Services Expert-led training, fundraising consulting, technical support, data cleansing, custom reporting, API support, and retainer packages for ongoing strategic support.
Quantifiable outcome
- 32% increase in new donors on average
- +3 more outcomes
Companies that use CharityEngine
Customer profileNamed customers6 records
Segments12 records
Ideal customer profiles2 records
CharityEngine technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration36 records
AI capability4 records
Feature6 records
CharityEngine partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- ZapiercoreCharityEngine connects to 7,000+ apps through Zapier integration, allowing nonprofits to seamlessly connect with applications like QuickBooks, Mailchimp, Eventbrite, and more to eliminate manual tasks and keep donor data synchronized without writing code.
- QuickBookscorePopular integration for accounting and financial management, allowing donor data to sync with QuickBooks for streamlined financial operations.
- MailchimpcorePopular email marketing integration allowing nonprofits to sync donor data and automate email campaigns.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
CharityEngine competitors and assessment
Company assessmentDirect peers
- Blackbaud: Blackbaud is the largest dedicated nonprofit software company, offering Raiser's Edge NXT (CRM/donor management), Luminate Online (fundraising/peer-to-peer), payment processing, and a broad nonprofit suite. It competes head-to-head with CharityEngine for enterprise nonprofit customers.
- Bonterra: Bonterra (formed from Network for Good, Social Solutions, and others) is a nonprofit technology platform offering CRM, fundraising, case management, and grants management. Direct competitor to CharityEngine's all-in-one platform strategy and explicitly listed on CharityEngine's comparison pages.
- Bloomerang: Bloomerang is a mid-market nonprofit CRM focused on donor retention, with built-in fundraising, email marketing, events, and volunteer management. Directly comparable to CharityEngine's mid-market positioning and explicitly listed in CharityEngine's competitor comparison pages.
- Virtuous: Virtuous is a nonprofit CRM and marketing automation platform for mid-market and enterprise nonprofits, with a strong focus on responsive donor relationships and multichannel campaigns. Directly comparable to CharityEngine and explicitly listed on CharityEngine's competitor comparison pages.
- Funraise: Funraise is a modern nonprofit fundraising platform offering donation forms, peer-to-peer, events, CRM, and donor management with strong UX and an AI-forward product strategy. Competes with CharityEngine primarily in the mid-market nonprofit segment.
- Classy (by GoFundMe): Classy is a leading online fundraising and donor management platform for nonprofits, offering peer-to-peer, events, recurring giving, and CRM-like capabilities. Now part of GoFundMe Pro, it competes directly with CharityEngine for mid-market and enterprise nonprofit fundraising.
- Givebutter: Givebutter is a modern nonprofit fundraising platform offering donation forms, peer-to-peer, events, CRM, email, and text-to-give — often with a free or low-cost tier. Competes with CharityEngine primarily in the small-to-mid nonprofit segment with a tech-forward, modern stack.
- DonorPerfect: DonorPerfect is a long-established nonprofit CRM and fundraising software platform serving small and mid-sized nonprofits with donor management, online giving, events, and email. Directly comparable to CharityEngine's mid-market offering.
- Neon CRM: Neon CRM (by Neon One) is a nonprofit CRM platform offering donor management, fundraising, events, membership, and marketing automation primarily for small and mid-sized nonprofits. Comparable to CharityEngine's all-in-one platform approach for the mid-market segment.
Broad incumbents
- Salesforce: Salesforce's Nonprofit Cloud (built on the Nonprofit Success Pack / NPSP, which is free for nonprofits) provides CRM, donor management, fundraising, and marketing automation for nonprofits. As a broad CRM incumbent, it competes with CharityEngine on enterprise CRM while offering a much wider portfolio.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
CharityEngine social profiles
Digital presenceCharityEngine financial estimates
Financial estimateRevenue estimate
Valuation estimate
CharityEngine leadership team
Management profileNumber of profiles
Profiles3 records
CharityEngine funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CharityEngine M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CharityEngine
What does CharityEngine do?
CharityEngine sells an all-in-one nonprofit CRM platform with 20+ built-in fundraising modules covering donor management, in-house PCI-certified payment processing, the proprietary SustainerIQ subscription billing technology, email marketing, peer-to-peer fundraising, events, auctions, memberships, major gifts, text-to-give, advocacy, CMS and website hosting, shopping cart, and volunteer/case management. The platform is sold as an annual subscription with quote-based tiered pricing for growing and enterprise nonprofits, supplemented by professional services for training, consulting, data cleansing, and API support.
Is CharityEngine a public or private company?
CharityEngine is a private company. It is classified as corporate owned and is currently operating.
When was CharityEngine founded?
CharityEngine was founded in 2008. It employs 11 to 50 people.
Where is CharityEngine based?
CharityEngine is headquartered in Sarasota, United States, in the North America region.
How does CharityEngine make money?
Two revenue lines are on record. SaaS Subscription Platform is the primary driver. The others are professional Services.
Who are CharityEngine's main competitors?
Direct peers on record are Blackbaud, Bonterra, Bloomerang, Virtuous, Funraise, Classy (by GoFundMe), Givebutter, DonorPerfect and Neon CRM. Salesforce is listed as a broad incumbent.
Does CharityEngine have an API?
Yes. CharityEngine offers multiple APIs: Integration API (SOAP-based for robust database integrations), Public Web API (REST or SOAP for payment processing, supporter enrollment, and web customization), JavaScript API for front-end integrations and third-party website functionality, and embeddable widgets for donation forms and sign-up forms. Supports data import/export, synchronization across platforms using C#, Python, Visual Basic, SOAP, XML, PHP, and automation of website processes. Also offers Zapier integration for 7,000+ app connectivity. Developer documentation is at www.postman.com/charityengine/public-documentation/collection/dkou3es/charityengine-integration-api.
What industry is CharityEngine in?
CharityEngine's product category is Nonprofit CRM and Fundraising Software. Its primary akta.pro industry code is HDAEAFAK, CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions. Its NAICS code is 8132 and its SIC code is 7372.