Charity Unified

What is Charity Unified?

Charity Unified is a comprehensive Intelisense IT solution, designed specifically for the not-for-profit (NFP) sector. Built on Microsoft D365 CE technology, it’s easy to use, highly configurable, and fully scalable. Whether as a standalone platform or an add-on to expand your existing business applications, Charity Unified is an essential solution for your charity. This cost-effective solution serves as a powerful tool for organisations to track donations at the contact or account level, has grant management, Volunteer coordination, membership management, and impact analysis.

Charity Unified utilises D365 CE cloud-based technologies, allowing connectivity to other CE applications and the wider Microsoft stack, such as Microsoft Teams, SharePoint, OneDrive, and Outlook. Using Charity Unified with Customer Insights – Journeys opens a whole world of running event management alongside your day-to-day processes.

What Can Charity Unified on D365 CE Offer Your Organisation?

Transform Your Organisation with Charity Unified

Transform Your Organisation with Charity Unified
Whether you need customer feedback integration for donors, streamlined relationship management, or better insight into supporter behaviour, Charity Unified helps you achieve it. Intelisense IT has over 20 years of experience with consultants who have built a specialised not for profit system for D365 CE, which can offer your organisation: –

So, What Are You Waiting For?

With an expert team ready to help your organisation take its processes to the next level, contact us today and let us help you transform your organisation.

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FAQs

Who is Charity Unified designed for?

It’s built specifically for not-for-profits, charities and membership-based organisations that want smarter ways to track donations, engage supporters and streamline processes.

Can Charity Unified integrate with the wider Microsoft ecosystem?

Yes, Charity Unified connects seamlessly with Microsoft Teams, SharePoint, OneDrive, Outlook, Power BI and other D365 CE Applications, keeping your work unified across all platforms.

How does Charity Unified support donor management?

Charity Unified will store donor records, track donations and commitments, manage memberships, support UK Gift Aid claims and help strengthen long-term donor relationships.

Can Charity Unified manage grants effectively?

Yes, it allows organisations to track applications, monitor progress and ensure compliance while helping secure and maintain funding.

Is Charity Unified easy to use for non-technical teams?

Yes, with a dynamic design, this means staff and volunteers can learn quickly without the need for substantial training.

Is data secure in Charity Unified?

Yes, Charity Unified operates on Microsoft’s trusted cloud infrastructure, which delivers enterprise-grade security to safeguard the organisation’s data across any D365 application.

Can Charity Unified be customised for unique processes?

Yes, as Charity Unified is built on top of D365, organisations can customise the platform to meet their unique processes.

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