Microsoft Fundraising & Engagement

Part of Microsoft Cloud for Nonprofit

New Tribes Mission UK | Dynamics 365 Business Central

What is Fundraising & Engagement?

We are a proud provider of Microsoft’s Fundraising & Engagement solution. 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.

Fundraising & Engagement is part of the Microsoft Cloud for Nonprofits suite of solutions 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.

Fundraising & Engagement Key Benefits

Fundraising & Engagement Key Benefits

Relationship Management

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.

Campaign Management

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.

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.

Manage Your Volunteers

The solution allows you to easily manage the people who volunteer for your charity. From the moment they apply to become a volunteer, 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.

Organise Fundraising Events

An essential part of almost every charity, 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.

Donations and Income Processing

Ensure the efficient and effective processing of income via donations, resolve donation queries and thank your supporters personally for donations with Fundraising and Engagement. Plus, process Direct Debits seamlessly through selected payment gateway partners.

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Gift Aid and Tax Efficient Giving

Built-in intelligence can identify income that’s eligible for Gift Aid reclaim, so you don’t have to. Using Fundraising and Engagement, you can create a claim and check and audit it before final submission to the tax authorities.

Major Donors

With 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.

Legacy

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.

Extension options

  • Financial and retail system integration

    Get a 360-degree view of your supporters.

  • e-marketing integration

    Personalise engagement with your supporters.

  • Supporter self-serve portals

    Give supporters access to the information they want, when they want it.

  • Membership management

    Identify and look after your members to ensure they turn into life-long supporters.

Ready for a guided tour around this leading software for charities?