Maximise income generating activities and lower operating costs

Whether you're a charity, a professional, industry association or a member benefit organisation, you face unique challenges that differ from the profit sector. These include:

• Uncertainty over Government funding
• A need to raise a more significant proportion of your own funding
• Increased competition for Government and donor support
• Public and Government focus on accountability and demands to lower administration costs

Many organisations in this sector provide services at a subsidy, while coping with the demand for more services, which can drain your resources. On the other hand acquiring donors and turning them into long term supporters is costly. Most not-for-profit organisations also cope with minimal staff and management resources. This leaves little time to analyse operating costs, service levels, donor acquisition costs, or appeal outcomes and campaign results - all very important if you want to make informed decisions that will help your organisation thrive and grow.

Not-for-profit is different and requires specialised software

Many not-for-profit organisations turn to Customer Relationship Management (CRM) systems to help them manage the many different relationships they have with individuals and groups such as government departments, customers, supporters, donors and bequestors. Often they maintain separate fundraising software.

Unfortunately most CRM systems are limited, generic, sales-oriented systems and don't readily fit the unique requirements of the sector. On the other hand, TechnologyOne CRM for Fundraising and Supporter Management has been uniquely designed with and for not-for-profit organisations. For example the solution covers:

• Corporate and individual supporter management (details, interactions, relationships and receipting)
• Campaign management (planning, approvals, achievement tracking and ROI)
• Direct marketing for campaigns and appeals (mailing list generation and segmentation analysis tools)
• Donations (one off giving, regular giving, workplace giving and thank you letters)
• Pledges
• Bequests
• Third party fundraising
• Sanctions
• Trusts and foundations
• Event management
• Volunteers
• Trusts marketing - appeals and campaigns
• Reporting and fundraising intelligence

Importantly, you have a 360 degree view of all contacts, relationships, communications, activities and processes. The Fundraising and Supporter Management solution also includes operational data with total integration to financial and merchandise information. This gives you complete control and visibility across your organisation - allowing for strategic management and improved decision-making.

Other benefits of CRM for Fundraising and Supporter Management include:

• Streamlines processes and speeds up administration
• Delivers operational efficiencies and increases productivity
• Reduces risk due to one source of the ‘truth' rather than use of multiple systems
• Increases efficiency and improves donor satisfaction
• Improves relationships with your donors, long term supporters and government agencies
• Ensures ethical conduct and legal compliance
• Instils financial accountability
• Improves public trust and confidence, thereby enhancing donor loyalty
• Increases opportunities to generate funds
• Drives donor loyalty and recurrent giving
• Improves services as automation frees staff time