Fundraising Software

Extend your website to support more personal interactions with supporters. Our strong CMS functionality lets you create relevant text and picture content to boost transactions.

Your contact lists can be built and maintained using our Steps and Queries process which identifies groups of similar individuals based on a selected range of characteristics.

Our bulk email integration module allows you to contact large numbers of people at once. It also collects statistics on all responses to allow for detailed results reporting.

Designed to be scalable, Cloud Engage will grow with your organisation as you expand fundraising activities, increase donor numbers and move into new revenue streams.

You can easily navigate across family or business relationships by using simple or complex queries to identify groups of associated donors and target communications more efficiently. 

Use Cloud Engage workflows to manage standard communications such as thank you letters and emails, renewals and reminders or event booking acknowledgements.

Using the Cloud Engage portal to build a catalogue of events and courses will inform and interest your supporters and allow them to book and pay for events online.

Attract both current and potential supporters by offering an online shop. This can be built from the Cloud Engage back office without making any modifications to your central website.

Cloud Engage helps you manage a wider range of events like challenges, dinners or awards to aid funding streams such as major donor memberships and other committed giving schemes.

Our Opportunity Management module can also be configured to take care of any significant gifts such as pledges, legacies, major donations and grant applications.

Offering every member of your team one complete, real-time view of performance figures allows you to measure progress and get the maximum value from your data.

Critical source codes track campaign response and are available throughout the system to allow measurement and analysis of costs, response rates, financial returns and return on investment ratios.

Statistics available as standard include numbers of responses generated, memberships, donations and event booking. Other measures are available in the reporting and dashboard tools.

Having a central data repository makes campaign and fundraising analysis simpler, and staff are able to easily find data in one central area rather than searching multiple systems.

Gift Aid declarations can be captured and claims run as a batch process. An output file that can be submitted online to HMRC is automatically created via the our Gift Aid portal.

Cloud Engage integrates with AFD Bankfinder during the creation of direct debits. The sort code and account number combination are validated and required bank details are auto-populated.

Regular donations can be processed by direct debit or from standing orders imported from a bank file. They can also be associated with source or fund codes for purposes of analysis.

Specify P&L accounts for revenue accounts along with cost centres for further analysis. Integration allows you to import a standard report directly into your nominal ledger.

Sales ledger accounts include the ability to create and manage credit accounts within the system, including tracking invoices, credits, payments and allocations to create a detailed view.

VAT and finance codes (including cost centres and revenue codes along with other analysis codes) allow simple integration with finance solutions, posting the revenue directly into the system.

Personal data in can be stored on the Data Protection tab as Opt-in or Opt-out, by contact channel preference and with both ‘obtained’ and ‘valid to’ dates.

To ensure data integrity, when creating new people and organisations within Cloud Engage, the system will check whether potential duplicates already exist based on a wide range of criteria.

Our charity-specific data tabs allow Gift Aid declarations to be captured and easily stored for quick reference whenever required.

The Cloud Engage financial workflow was developed to comply with the Fundraising Regulator’s Code of Fundraising Practice.

Cloud Engage meets PCI compliance regulations, ensuring you can accept, store, process and transmit cardholder’s payment data while preventing fraud and data breaches.