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.

Charity equipment loan management system tracking items and borrowers
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