Fundraising and Engagement
Increase mission impact with a solution that modernises your donor and constituent engagement.
Give your team the power to increase your mission impact
Not-for-profits large and small experience common problems regarding fundraising and engagement. We have grouped them into dollars, donors, and data, and all of which can be managed and solved with a modern solution that provides a 360-degree view of your constituents and organisation and integrates with the tools you already use.
DOLLARS
- Multiple, disparate solutions.
- Managing donations and recurring giving.
- Integration to finance system.
DONORS
- No centralised view.
- No automated communication and receipting.
- Time spent managing every day tasks.
- Running on instinct.
DATA
- Siloed data – no common place, so single source of truth.
- Results in making decisions, taking timely action, and reporting a challenge.
Purpose-built technology for not-for-profits
Part of the Microsoft Cloud for Nonprofit solution backed by the power of Azure and the Common Data Model (CDM) for Nonprofits, Fundraising and Engagement for Dynamics 365 Sales provides not-for-profits of all types and sizes with essential fundraising and engagement capabilities. This helps your not-for-profit to move from spreadsheets and manual workflows to purpose-built systems and apps for volunteer, donor, constituent, and program management. The Fundraising and Engagement for Dynamics 365 Sales include:
- Constituent management.
- Opportunity management.
- Donation management.
- Payment processing.
- Event management.
- Recurring gift management.
- Business intelligence powered by azure.
Fundraising and Engagement for Dynamics 365 Sales capabilities
Attract, retain, and grow donors through personalised engagement
Better understand supporters and provide targeted engagement with a 360-degree view of constituents, including preferences, household information, and affiliations.
Key capabilities:
- Prospect and opportunity management.
- Designation management.
- Donation management and payment processing.
- Preference, task, and activity tracking.
- Event management.
- Household management.
- Primary and seasonal address management.
- Acknowledgements.
- Customisable data recovery (or customisable business intelligence), dashboards, and views.
- Analytics snapshots.
Drive fundraising efficiency and reduce costs with automated processes
Empower not-for-profit staff to spend more time on impactful work by automating business processes. From faster monthly recurring gift management to data processing and imports driven by Azure, move not-for-profit staff from reactive to strategic.
Key capabilities:
- Recurring gift management.
- Pledge management.
- Batch import and entry.
- Receipting.
- All heavy data transformation, merging, and transaction processing handled via a connected Azure tenant.
Get an accurate, real-time view of fundraising and financial outcomes
Eliminate the need for complex fundraising and financial reconciliation by leveraging fundraising and ERP solutions built on the Microsoft Platform that leverages the Common Data Model for Nonprofits. Get a quick view of donations and cash flow, gain insight into fundraising efforts, and focus dollars mid-campaign where not-for-profits can have the most significant results.
Key capabilities:
- Integrates with Microsoft ERP solutions.
- General Ledger integration.
- Transaction management.
- Real-time gift processing.
- Pre-built and customisable Power BI reports and dashboards.
- Payment gateway integrations.
See how Fundraising and Engagement works
Fundraising and Engagement helps you to:
- Attract, retain, and grow donors through personalised engagement.
- Drive fundraising efficiency and reduce costs with automated processes.
- Get an accurate, real-time view of fundraising, program, and financial outcomes.
- Align all not-for-profit systems and applications on a purpose-built NFP platform.
Proud partner for hundreds of Australian Not-for-Profits
Professional Advantage is one of a handful of multi-skilled Microsoft Gold Certified Partners and Tier 1 CSPs operating in Sydney, Melbourne, Brisbane, and Perth that has a long history of delivering IT solutions for not-for-profits. We are proud to partner with hundreds of Australian not-for-profits in helping them achieve more with technology.
200+ clients
Not-for-profit clients served in Australia.
9.7 years
Average client retention.
82+
Consistently high net promoter score.
30 years
Solid experience in the IT industry, helping organisations achieve more with technology.
7 competencies
Microsoft Gold Certified Partner for 7 competencies and a Tier 1 CSP.
3 clouds
Strong delivery practice across Microsoft's 3 clouds: Dynamics 365, Microsoft 365, and Azure.
Would you like to learn more?
Complete the form below to book a 1-hour consultation, or contact us on 1800 126 499 to speak to one of our experts today.
Can we help you with something else?
Whether addressing your integration, cloud hosting, or reporting challenges, we deliver the answers to help you accelerate your social impact. Please check our not-for-profit industry page for the complete list of our offerings specific to your industry.
Featured resources for you
6 ways to be a great fundraiser during challenging times
With today's economic uncertainty, the demand for critical not-for-profit services is higher than ever. At the same time, some not-for-profits are facing fundraising shortfalls forcing them to lay off staff and reduce services. Thus, not-for-profits must build lasting relationships with donors and funders t sustain their mission.
Download this free eBook to learn some key tips and tricks for using Fundraising and Engagement to increase your mission impact during the current challenges and those to come.
Download eBook
