A seamless transition to smarter fundraising
eFundraising by Enclude is a cloud solution that enables charities involved in fundraising to record, update, share and track their donor data and interactions in a way that is easy, consistent and secure.
Better donor management
Easily track donor engagement and measure and analyse KPIs for fundraising campaigns and events.
Save time
Claiming tax back from Revenue is easier using eFundraising. The system captures all the information you need to report on.
Stay secure
Your data is stored securely, with the ability to apply permission levels to users and teams and track any changes.
Your path to better donor management
Designed for those who want to move away from paper records or spreadsheets, it provides a simple, straightforward and accelerated entry point towards capturing donor related information, activity and consents, reporting on fundraising activities/metrics as well as preparing files for tax reclaim.
The solution is packaged with training from Enclude, along with access to our excellent CRM Membership Service to provide ongoing support and maintenance. It’s also easily scalable, meaning that as you grow, functionality can be added to ensure the system is always working hard for you.
“It has allowed us to consolidate all our processes and information into one streamlined system which supports staff working across multiple venues and schedules.”
Aoibhie McCarthy
Artistic Director, Sample-Studios
Who needs it?
Any registered charity that needs an easy and secure way to record details of different types of donors and donations, manage communications with various donors, analyse the performance of their fundraising campaigns/events and record consents for holding donor information.
It is particularly relevant for fundraising charities looking to digitalise their processes and move away from spreadsheets or paper files.
How does it work?
eFundraising is a Salesforce configuration, designed by Enclude specifically for fundraising charities. This means that you can get up and running more quickly, and cost effectively.
The system allows you to record details of different stakeholders (for example, donors, grant-makers) and categorise your donors in different groups such as major donors, regular donors as well as record activities and engagement with them. You can use it to link donations to specific fundraising campaigns/events to better analyse their performance. The system also gives you the ability to record donations taken via your website through a payment provider (such as Stripe and PayPal) and import donations from fundraising sites (such as Evergiving and iDonate).
You can also use it to send emails to specific groups and track attendances at events as well as record consents for marketing and communication. Additionally, it allows you to set up a file to be produced to send to revenue for Tax reclaim, based on donors who have donated over €250 in a single tax year and who have completed the CHY3 or CHY4 form.
It supports your internal administration by letting you assign and track tasks and deadlines, generate reports of key activities, and by providing calendars that can be used to record important dates. It can also support your Corporate Governance, by providing a safe, shared space to record details of important policies.
It does all this securely, with full GDPR compliance, allowing you to assign different levels of access to different users.
Why do clients like it?
eFundraising is user friendly and easy to learn. Clients are fully supported through implementation, training, go live and then in using the system. Enclude do all the development work, as well as provide training and ongoing support. CRMs can be overwhelming, and eFundraising provides a clear, structured and relevant place to start for fundraising charities.
“It’s a powerful tool which has helped us unlock capacity we didn’t know we had.”
Find out more
eFundraising is designed to make adoption of a CRM system more affordable to fundraising organisations, who have limited resources, both in terms of funds and time. Contact us to find out more.
What our clients say
“Enclude co-designed a solution with us, one that was secure, user-friendly, and tailored to our real needs.”
Zoe WellsNortheast Regional Manager 
“Working with Enclude has given us the confidence to review what we’re doing and use technology to improve our clients experience.”
Betty QuinlanAcademic Registrar 
“The Enclude team were patient, responsible and flexible. They were with us until everything was right.”
Aoibhie McCarthyArtistic Director 
“Enclude has helped us enormously in understanding how best to utilise the Salesforce platform to satisfy our organisation’s needs.”
Paul DietrichMS Readathon Manager 
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