We are a proud partner for Microsoft’s Fundraising and Engagement for Dynamics 365. By combining our years of experience and overlaying our existing products onto the Microsoft Common Data Model, we can deliver end-to-end charity solutions to charities of all sizes.
Our Fundraising and Engagement solution enhances the Dynamics 365 Fundraising and Engagement solution and is dedicated to small and medium-sized charities. It provides a 360-degree view of supporters and a single source of truth for all interactions in real-time whilst integrating with all the familiar Microsoft technologies including Office 365.
Gain a 360-degree view of your charity’s relationship with your supporters, whether these are other organisations, individuals, potential donors, donors or volunteers.
Centralised contact management, with one single source of information visible to fundraising teams, marketing teams, major donor teams and other key stakeholders, allows for improved collaboration within your charity.
People are hit with marketing messages so frequently they can become little more than noise. That means messages need to be personalised, relevant and targeted to make a difference.
Dynamics 365 Fundraising and Engagement provides you with the information you need to fully understand your supporters and to build strategic campaigns based on this insight – campaigns that turn one-off donors into life-long supporters. Record your supporters’ preferred communication channels so you are only communicating with them as they choose.
The solution allows you to easily manage the people who volunteer for your charity. From the moment they apply to become a volunteer, Dynamics 365 Fundraising and Engagement helps you to vet and approve every person and then store that information securely. It enables you to document the skills every volunteer has, allowing you to deploy the right people to the most appropriate tasks.
Furthermore, you can capture every hour that people have volunteered for your charity and connect this time to specific activities that your charity is carrying out such as fundraising events, allowing you to closely monitor the resources required for each activity.
An essential part of almost every charity, Dynamics 365 Fundraising and Engagement can assist with the management of your fundraising events. It will allow you to easily coordinate your costs, staffing, donations, volunteers, email communications and more from the one place. This information will then feed into automatically generated, custom-built reports, helping you to see the success of your events.
Ensure the efficient and effective processing of income via donations, resolve donation queries and thank your supporters personally for donations with Dynamics 365 Fundraising and Engagement. Plus, process Direct Debits seamlessly through selected payment gateway partners.
Built-in intelligence can identify income that’s eligible for Gift Aid reclaim, so you don’t have to. Using Dynamics 365 Fundraising and Engagement, you can create a claim and check and audit it before final submission to the tax authorities.*
With Dynamics 365 Fundraising and Engagement you can easily identify and profile your major donors and create personalised nurture campaigns to build, manage and strengthen your relationship with these important individuals and organisations.
Dynamics 365 Fundraising and Engagement allows you to manage legacy fundraising in a personal and sensitive way – from identifying and targeting potential legacy givers to building relationships with these supporters and managing the registration of the legacy.
*On the m-hance roadmap so coming very soon.