Amplify Charitable Impact with D365 for Non-Profits
In today’s article, we explore how Dynamics 365 for Non-Profits can help your charity strengthen relationships with donors, maximise campaign impact and boost fundraising.
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For non-profit organisations effective management of relationships is critical to ensuring project success. After all, charities may struggle to make the desired impact without the volunteers that strive to make positive changes in their communities and the funds provided by donors.
People are at the heart of charitable operations. However, it can be difficult for non-profits, especially smaller organisations, to manage relationships with key stakeholders and tailor communications in a way that resonates. Part of the Microsoft Cloud for Non-Profit, Dynamics 365 for Fundraising and Engagement offers charities a solution, providing a 360-degree view of relationships with donors, volunteers and other supporters. Acting as a single source of information, D365 for Non-Profits allows organisations to centralise important data surrounding relationships with key stakeholders, campaigns, events, donations and other income streams. Below we discuss some of the ways D365 for Non-Profits can support charities in driving positive change.
Strengthen Donor Relationships
With so many charities promoting their specific mission with different campaigns and emails, it can be difficult to stand out and reach your potential donors with all the noise. D365 for Non-Profits provides a centralised hub for storing core donor and potential donor data, from profile history and preferences to past interactions with the organisation. This means you can tailor interactions and create more unique, personal communications that resonate better with the individual, motivating them to support your cause, maximising your campaign’s impact and even increasing donor loyalty.
Streamline Fund Management
Using D365 for Non-Profits, organisations can track and manage donations from a single system, with an end-to-end view of donations, revenue and transaction management that eliminates the need for complex financial reconciliation. As well as this, direct debits can be easily processed through a wide range of selected payment gateway partners, including PayPal, Stripe and JetPay, creating a seamless and modern donor experience. Organisations also have the option to integrate with their enterprise resource planning (ERP) solution to unlock a holistic view of all financial activity, consolidating financial data for reports, enabling process automation and simplifying budget and grant management.
Artificial Intelligence (AI) and Automation Capabilities
With automation capabilities in D365 for Non-Profits you can reduce the reliance on manual processes by automating simple tasks like sending a thank you email to donors after they make a donation, or even more complex processes like elements of campaign and event management.
The ‘likelihood to donate AI model’ built into D365 for Non-Profits enables teams to predict donor giving potential and when they are most likely to donate. This enables fundraising and marketing teams to tailor communications and strategically schedule outreach based on the forecasted likelihood to donate.
Consolidate Reporting
D365 for Non-Profits streamlines and accelerates reporting processes by automatically generating custom-built reports. This means teams are always equipped with the real-time data they need to make informed decisions. Further, the readily available reports help you remain transparent with key stakeholders.
Data security
As a Microsoft solution, D365 for Non-Profits guarantees the security of your donor data and sensitive information so you can rest assured your system is operating in line with industry standards for security, data protection and compliance.
If you would like to learn more about D365 for Non-Profits, get in touch with one of our solution specialists today.
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