Fundraising and Engagement add-on solution

Extend functionalities of the Microsoft Cloud for Nonprofit

Microsoft Fundraising and Engagement Solution add-on

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What is NFP Fundraising and Engagement add-on?

NFP Fundraising and Engagement add-on is an extension of the Fundraising and Engagement customer relationship management (CRM) platform that is powered by Dynamics 365 Sales and included in Microsoft Cloud for Nonprofit, an industry cloud solution specifically designed for Not-for-Profit (NFP) organisations.

Tailored to the Australian NFP market, the solution expands on the functionality of Microsoft Cloud for Nonprofit by supporting business needs in critical areas such as regular giving and tax receipting.

Extended Regular Giving Management & Reporting

Enhanced management of regular giving programs including upgrade campaigns, donor save journeys and EOFY receipting with visual dashboards

Enhanced Donor Management Planning

Guided Supporter Management incorporating industry best practices through opportunity workflows, tailored data & security management

Improved linkage to Finance systems

Monitor and understand when transactions have been moved to your finance system

Clear View of Performance

Real-time analytics to support decision making through intuitive dashboards that provide a 360-degree view of supporters

See How Fundraising and Engagement CRM Works

Download the brochure​

Typical Scenarios​

  • Create sustainable regular giving programs that can be easily supported internally or externally.

  • Provide Relationship Managers with tailored Supporter plans that incorporate real-time insights and forecasting capabilities.

  • Manage complex corporate partnerships involving sponsorship, donated goods and services or GST-attracting revenue.

  • Execute high volume personalised receipting either in-house and/or through outsourced support.

Business Outcomes

  • Digitalise payment processing and gift management.

  • Increase transparency and efficiency for donation management, gift giving and other transactions.

  • Achieve a clear sight of performance through a real-time analytical view of core operating activities that align with strategic organisational objectives.

  • Expand reach by maximizing the value of Microsoft investments.

Why choose us?

  • Get best practice advice and learn to challenge the status quo for better business outcomes

  • Benefit from industry expertise and dedicated subject matter experts

  • Enjoy proven program management and technical ability to successfully deliver deployments

NFP Enablement Services

  • Service Delivery – Capture client enquiries such as initial assessments, case notes and funder reporting
  • Membership Management – Capture and review membership applications and renewals
  • Fundraising – Manage supporter relationship
  • Marketing and Event Management – Plan events and design journeys and segments for effective content targeting
  • Grant Management – Plan, create and manage projects and related activities such as time entries and expense claims
  • Volunteer Management – Promote and manage volunteering opportunities and applications

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