Fundraising and Engagement Solutions for Non-Profits

Modernize and streamline donor and constituent engagement to increase mission impact

Non-profits always seem to have bigger hurdles to navigate–from tight budgets and limited resources to dealing with the ebb and flow of donor dollars and growing competition for those dollars. Today, there are even more challenges; with the pandemic, collaborating with donors and reaching potential donors has become more difficult than perhaps ever before.

Another complication: changing donor expectations. Today’s donors want more professional and personalized experiences when making donations, especially donations with a higher dollar amount. Not only is this relationship with an organization key to the donor, but the impact of their donations on the organization and mission is very important.

You need a single, unified system to track donations and the impact that these donations have on each
program–not only for your organization, but also for your donors. This system should be able to track and organize communications to help you figure out the best channel to engage with each donor as well as how to engage with them. The ability to analyze each relationship so you understand and gauge the health of that relationship helps drive that personalization, especially for a major gift donor. It can also help you determine the right people to focus on at the right time.

Fundraising and Engagement for Non-Profits is the solution

It supports the most common fundraising scenarios across multiple donation types and channels, providing non-profits of all types and sizes with key capabilities, including:

√ Constituent management

√ Opportunity management

√ Donation management

√ Payment processing

√ Event management

√ Recurring gift management

√ Business intelligence powered by Azure

HSO implements Microsoft Dynamics 365 Fundraising and Engagement, which supports the most common fundraising scenarios across multiple donation types and channels, providing non-profits of all types and sizes with key capabilities. This enables you to:

  • Attract, retain, & deepen donor relationships
  • Increase credibility
  • Modernize communications to improve engagement
  • Streamline processes to ensure timeliness of engagement
  • Use proactive insights for reporting, which helps strengthen relationships and uncover new opportunities

With Fundraising and Engagement, your marketing team can plan and execute informed campaigns, while your finance staff, database administrators, and business analysts can benefit from better payment processing, data management, and actionable business intelligence powered by Microsoft Azure and Power BI.

In addition, as a Microsoft Dynamics 365 offering, Fundraising & Engagement is integrated and aligned with Microsoft Teams, Outlook, Customer Insights, Dynamics 365 Finance (ERP) and Sales (CRM), along with the Power Platform. All work together to deliver proactive insights for reporting, which helps you
strengthen relationships and uncover new opportunities

Both your marketing and accounting teams can benefit

Fundraising and Engagement is part of the Microsoft Cloud for Nonprofit, a suite of applications that connects the cloud capabilities of the Microsoft stack to the most common challenges faced by non-profits, pulling workflows and data sources from across the organization together onto a single platform. This enables non-profits to work smarter and advance their mission without a big budget hit.

  • Use artificial intelligence for deeper insights and personalize engagement to attract and retain donors and encourage them to increase their donations
  • Drive fundraising efficiencies and reduce costs by automating processes
  • Get visibility into fundraising and financial outcomes in real time by tracking donations and pledges in a single, centralized repository
  • Make it easier to donate with self-help/self-service offerings
  • Instill confidence in your donors with complete transparency into your organization and how their money is being used

Video: Journey of a Donor Dollar

How Your Non-Profit Can Effectively Track the Journey of a Donor Dollar with Microsoft Dynamics 365 Fundraising and Engagement

Watch the Video

Learn More About How We Can Help Your Non-Profit

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