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Finance & Compliance

Stay Safer

Ensure secure transactions and maintain compliance effortlessly.

Features

Tax Relief Management

Simple Gift Aid Submission

Submit Gift Aid claims with just one click.

Boost Income

Increase your charity’s unrestricted income through effective tax relief management.

Automated Compliance

Ensure all scheme rules are followed, automate compliance tasks, and flag records needing attention.

Develop Trust

Build donor trust by generating donation statements and maintaining consistent communication.

Comprehensive functionality

Tailored to your needs

Affordable and transparent pricing

Features

Payments

Unified Payment Methods

Manage every payment method in one place, supporting a variety of payment gateways.

Direct Debits & More

Cater to Direct Debits, SEPA, ACH, and other payment types for seamless transactions.

Bank Statement Imports

Easily import bank statements to streamline financial management.

Simplified Reconciliation

Capture all payment data for smoother reconciliation and more efficient fund management.

Comprehensive functionality

Tailored to your needs

Affordable and transparent pricing

Features

Financial Management

Customised Payment Oversight

Consolidate all payments in one place, offering donors unparalleled flexibility while maximising your income streams.

Direct Debit Management

Monitor and manage direct debit instructions and collections with line-by-line accuracy.

Streamlined Bank Deposits

Batch and reconcile cash and cheque deposits for precise financial handling.

Comprehensive Payment Coverage

Maintain control over every payment method, from cards and Direct Debits to cash and PayPal.

Comprehensive functionality

Tailored to your needs

Affordable and transparent pricing

Features

GDPR & Security

Data Privacy First

Build donor trust by ensuring full GDPR compliance and respecting donor preferences at every step.

Your Data, Your Control

Your data is securely hosted, encrypted at rest, and always remains under your control. Export it anytime you need.

Enhanced Security

Protect your data with secure login options, including two-factor authentication (2FA).

Full Transparency

Maintain a clear data controller agreement, guaranteeing full ownership and privacy protection.

Comprehensive functionality

Tailored to your needs

Affordable and transparent pricing

Kishwar Willoughby, Donor Care Team Manager, Mercy Relief

“Engage is user-friendly, self-explanatory, and easy to use.  Also, the move didn't affect our donors [at all].”

See what Engage can do for your team.

Get in touch for a demo focused on your charity's needs or begin a free trial today.

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