Loan services
Manage equipment loans and borrowers with ease
Track equipment loans, manage borrower records, monitor due dates and handle returns from one centralised platform designed for charities providing equipment or support services.
Key capabilities
Track equipment, borrowers and servicing
Charitywize simplifies the management of loaned equipment, helping your team stay organised while ensuring equipment is returned, maintained and available when needed.
Borrower records
Keep detailed records of who has borrowed equipment and their loan history.
Equipment inventory
Manage equipment, availability and stock levels in one system.
Loan tracking
Track loan dates, due dates and overdue items with ease.
Returns and condition tracking
Record returns and track the condition of equipment over time.
Maintenance and servicing history
Keep a record of servicing, repairs and equipment checks.
Alerts and reminders
Set reminders for due dates, overdue items and servicing schedules.
How it works
Simple to manage for your team, easy to access for your supporters
Manage equipment and loan services with structured workflows, while giving supporters a simple way to request items, make optional donations and complete payments online.
For your charity
1. Create your loan service
Set up loan services and define whether items are allocated or unallocated for flexible management.
2. Configure items and availability
Manage equipment, availability and loan options to suit your service requirements.
3. Automate and track loans
Use automation to manage loan processes while tracking borrowers, returns and activity in your system.
For your supporters
1. Choose a loan service
Supporters select the loan service and items they need.
2. Add details and optional donation
They provide required information and can add a donation, voluntary gift or message of support.
3. Confirm and complete
Supporters confirm their request and complete any required payment through a secure checkout.
Charity CRM platform
The platform behind your charity
Charitywize is more than fundraising tools. It's a complete CRM that connects donors, fundraising, tasks, activity tracking and reporting in one system.
Supporter records
Keep complete records of donors, supporters and volunteers with contact details, history and engagement.
Activity timelines
Track every interaction with supporters including donations, emails, events and notes.
Internal tasks and reminders
Assign tasks to team members and set reminders to keep your charity organised.
Email integrations
Connect your email tools to send updates, campaigns and automated communications.
Reporting and analytics
Generate reports and insights to understand fundraising performance and supporter activity.
Automated workflows
Automate processes such as follow-ups, task creation and supporter journeys.
See charitywize in action
Get a walkthrough tailored to your charity
See how Charitywize can support your charity's fundraising and day-to-day operations.
Book your free demo