CharityERP

CharityERP features

Everything Your NGO Needs to Manage Donations Smarter

Manage donors, automate receipts, simplify tax compliance and streamline your NGO's daily operations — all in one platform.

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CharityERP dashboard showing donation totals, a collection trend chart and recent donations (sample data)

Donation & Donor Management

Manage every donation and donor from one centralized platform.

Donation receipt with receipt number, donor, PAN, payment mode and amount (sample data)

  • Donation Management

    Record and manage donations received through different channels.

  • Donor Management

    Maintain donor profiles and contribution histories.

  • Automated Donation Receipts

    Generate donation receipts efficiently with configured formats.

  • Online Donation Portal

    Give supporters a convenient way to donate online.

  • Payment Gateway Integration

    Connect supported payment gateways to collect online donations.

  • Recurring Donations

    Enable scheduled donations through supported gateway integrations.

  • Donation Reports

    Review donation records and contribution trends.

  • Donor Reports

    Access donor details and donation histories.

  • Collection Reports

    Monitor donation collections and support reconciliation.

  • Tally Integration

    Transfer supported donation records into Tally for accounting.

Tax & Compliance

Simplify donation documentation and support your organization's compliance workflows.

Form 10BE certificates being generated and sent to donors (sample data)

  • Form 10BD Data Preparation

    Organize donor and donation information for applicable reporting.

  • Form 10BE Certificate Automation

    Simplify bulk certificate processing and distribution.

  • 80G Receipt Management

    Manage receipts and relevant donor information for eligible organizations.

  • PAN Verification

    Verify donor PAN details through the available service.

  • FCRA Donation Management

    Organize relevant foreign contribution records and workflows.

Donor Engagement & Communication

Make donating easier and build stronger relationships with your supporters.

Mobile donation form with amount choices, a monthly recurring option and UPI payment (sample data)

  • Donation QR Codes

    Help donors access donation options by scanning a QR code.

  • Quick QR

    Provide convenient access to supported QR-based donation workflows.

  • WhatsApp Integration

    Connect with donors through supported WhatsApp communication.

  • Volunteer Management

    Maintain volunteer information and support coordination.

  • Donor Birthday Messages

    Send personalized birthday greetings to donors.

  • Email Notifications

    Send donation acknowledgements and updates through email.

  • SMS Notifications

    Keep donors informed through supported SMS messages.

  • WhatsApp Receipt Delivery

    Send donation receipt copies through supported WhatsApp integration.

Administration & Technology

Reduce repetitive work and keep your organization's information organized.

Reports screen with monthly collections and a split of donations by payment mode (sample data)

  • Donor Data Import

    Import existing donor information through supported workflows.

  • Automated Donation Capture

    Capture supported online transactions and reduce manual entry.

  • Bulk Processing Workflows

    Handle supported bulk operations and document-processing tasks.

  • Downloadable Reports

    Export relevant data for analysis and accounting.

  • Receipt Numbering & Financial-Year Changes

    Configure receipt numbering and financial-year settings.

  • Organization Branding

    Customize supported receipts and donation portal elements.

  • Cloud-Based Access

    Access the web-based platform through an internet connection.

  • Cloud Hosting & Data Protection

    Support data management through the platform's hosting and security arrangements.

  • Implementation & Training

    Help your team learn the platform and configure workflows.

  • Technical Support

    Get help with product usage, setup and troubleshooting.

  • Software Updates & Improvements

    Benefit from product maintenance and ongoing improvements.

Ready to Simplify Your NGO's Operations?

Discover how CharityERP can help you manage donations, automate receipts and streamline your daily workflows.

Book Your Free Demo