Constituent Management Solutions for Non-Profits

Maximize your relationships with donors, volunteers, and participants to secure their confidence and ongoing support

Unlike other companies and organizations, non-profits rely heavily on the generosity of those who support them. From big corporate sponsors to individual event volunteers, every single person or organization who provides support, whether through time or money, plays an important role in your ability to advance your mission. Even more pressure is added because other non-profits are competing for those volunteers and donors.

Therefore, it is important for you to be able to establish and maintain a positive relationship while ensuring your organization is benefiting from its generosity in every way possible. This can be a challenge with the constituent management technology—or lack of it—non-profits typically have at their disposal. Different departments using spreadsheets, email, and even outdated contact management systems just don’t cut it.

Without comprehensive constituent management, you can’t see key information in a single, centralized location, which means you cannot effectively engage with your constituents. This could result in miscommunication like leaving a crucial donor, volunteer, or participant off a list or alienating someone by contacting them multiple times for a donation—which often occurs with siloed information. In short, you could miss opportunities, and worse, lose loyal donors, volunteers, or people who can benefit from your services.

HSO’s Constituent Management is built on an integrated framework, powered by Microsoft’s proven technology

The result: A complete solution that supports the entire client lifecycle through request, receipt, and follow-up of services, enabling your people to:

  • Ensure those who help achieve or benefit from the mission stay informed
  • Maintain complete profiles of individuals, profiles, and organizations
  • Identify and track issues and the programs that target them
  • Improve communication with funders, volunteers, donors, partners, and communities to gain and retain support
  • Mobilize your volunteer force with calls to action through various mediums to reach a diverse set of people, targeted for specific initiatives or events

Digital intelligence for timely engagement

The Microsoft Cloud for Nonprofit and the Microsoft Dynamics 365 Nonprofit accelerator pull data from different sources and eliminate data silos, which enables you to gain powerful insights into your data. With digital intelligence on your side, you can engage at the right time, in the right place, and in the right way to earn support for life.

You need an end-to-end business solution that spans from the data center to the back office to the front office to your constituents. With HSO’s Constituent Management, you can align your people, processes, and technology to all work as one toward a common goal.

A solution that provides a 360-degree view of anyone who interacts with your non-profit

HSO’s Constituent Management for Non-Profits, powered by Microsoft’s Cloud for Nonprofit and implemented by a global, gold-certified partner, provides you with a single, unified system that enables you to fully manage your constituents and the activities surrounding them, ensuring you have easy access to all the right data at all times to communicate and interact with them in the right way—and on a more personal level—so you are always taking the right action proactively. You can track profiles and key relationships for individuals, households, and organizations—a true, 360-degree view of everyone who interacts with your non-profit, including:

  • Complete profiles with biographical details
  • Contact information, including emergency contacts
  • Likes, interests, talents, and experience
  • Relationships within your non-profit and with other organizations and programs
  • Employment and education history
  • Donations
  • Communication methods
  • Activities, including event attendance and volunteer activities, as well as number of hours volunteered
  • Membership status (have dues been paid?)
  • Progress of participants in your programs, including outcomes

HSO’s Constituent Management enables you to:

  • 1

    Match volunteers with specific needs rather than issuing a general request for warm bodies

  • 2

    Quickly identify your most active volunteers or top donors so you can reach out personally and thank them for their support

  • 3

    Have complete confidence that every single volunteer or donor, regardless of what they’ve done or how much they’ve given, is being connected with on a regular, reasonable basis so that they know what they’re doing counts but they’re not being burned out by too many requests for their time or money

  • 4

    Involve your participants in events and activities, so that they feel valued for what they can contribute to the organization that is assisting them

  • 5

    More effectively report on case outcomes to support fundraising and grant efforts

  • 6

    Get any information you need regardless of physical location—without having to dig through files and charts

Learn More About How We Can Help Your Non-Profit

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