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Charity Engine Packages Compared
Item/Deliverable
Tier1
Tier2
Tier3
Description
Category
Contact Record Limit
75k
150k
250k
additional available at premium
Data Migration
Data Sources
1
2
3
additional available at premium
Data Migration
Marketing History
10 years
15 years
20 years
additional available at premium
Data Migration
Designation History
10 years
15 years
20 years
additional available at premium
Data Migration
Testing Option
1 test/3 iterations
1 test/3 iterations
2 test DBs
additional available at premium
Data Migration
Consulting Hours
4 per month
10 per month
16 per month
These hours include consulting meetings and other consulting work not related to data migration.
Implementation
Pre-scheduled Consulting Calls
1 per month
1 per month
2 per month
This will be a set cadence for the duration of the project.
Implementation
As needed- Consulting Calls
2
5
10
These can be used at client’s discretion.
Implementation
Custom Trainings
1
2
2
additional available at premium
Implementation
Monthly Hours - Migration
10
20
40
Total tech + PM hours
Monthly Hours - Implementation
4
10
16
Monthly Price - Migration
$1650
$3000
$6500
Monthly Price - Implementation
$650
$1650
$2650
Total Monthly Price
$2300
$4650
$9150
Estimated Duration (months)
12
12
12
There are no rows in this table
Initial 12-month commitment, then can be month to month with 36 months of locked in pricing.
Charity Engine Support
Item Deliverable
Tier1
Tier2
Tier3
Description
Category
Data Imports
1 Process
2 Process(es)
4 Process(es)
templates for repeatable manual imports (systems without integrations)
General Configuration
Scheduled Reports
Included
Included
Included
Limited by system capabilities
General Configuration
System Configurations
Included
Included
Included
1
General Configuration
Email Blast Templates
Not Included
Up to 1 per Month
Up to 3 per Month
[Client] would be responsible for content/copy
General Configuration
Online Assets
Not Included
Up to 2 per Month
Up to 4 per Month
Newsletter, Event Registration Forms, Donation Forms, Signup Forms, Advocacy/Petition
General Configuration
Advanced Configuration
Trainings
2
4
4
General Configuration
Advanced Configuration
P2P Campaign Implementation
Advanced Configuration
Data Health
Not Included
Review and Governance Consultation
Included
Review, Remediation, Governance, SOPs
Advanced Configuration
New Module Rollout
Up to 1 New Module
Up to 3 New Modules
Up to 5 New Modules
Support a rollout plan for an unutilized or new module/feature
Advanced Configuration
A/B Testing
Not Included
Up to 3 Tests
Up to 5 Test
Setup the systems A/B Testing for: Email and online forms; (within systems capabilities)
Advanced Configuration
Analytics/BI Reporting
Not Included
Limited by Monthly hours, up to 1 report/month
Limited by Monthly hours, up to 2 reports/month
no 3rd party report building; within confines of what system is capable of
can purchase more
Advanced Configuration
General Configuration
Custom Dashboards
Not Included
1
2
no 3rd party report building; within confines of what system is capable of
Advanced Configuration
General Configuration
Query Requests
Included
Included
Included
[Client] to provide desired data constraints for results; this can include identifying fields used (active and inactive)
Advanced Configuration
General Configuration
Automations
Included
Included
Included
Communication related; development segmentation related; internal task
Advanced Configuration
General Configuration
Monthly Support Hours
4
10
16
12 Month Retainer
Total Monthly Cost
$650
$1650
$2650
12 Month Retainer
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