Charity Unified
Built for charities,
not adapted for them.
Charity Unified is our not for profit solution on Dynamics 365 Customer Engagement. Donors, memberships, volunteers, grants, Gift Aid and impact reporting in one place, configurable to how your organisation actually works.
A claim is only as good as the declaration behind it. If supporter data or consent records will not stand up, we will say so before you buy licences.
Sound familiar?
The mission is not the problem.
It is that supporter, funding and volunteer information sits in too many places for anyone to answer a simple question quickly.
Donors live in spreadsheets
Giving history sits across finance exports, mailing lists and somebody's personal workbook.
Gift Aid is a manual exercise
Claims are assembled by hand each period, and the audit trail depends on who did it.
Volunteers are coordinated by email
Availability, tasks, hours and expenses are agreed in threads nobody can report on.
Grant deadlines are tracked personally
Applications, conditions and reporting dates rely on memory rather than a system.
Impact reporting takes weeks
Trustees and funders ask a reasonable question and the answer needs a data exercise.
What it covers
Six areas charities cannot run on spreadsheets.
Each one exists in the delivered solution. You decide which comes first, and we sequence the rest around your funding year.
Donors and members
One supporter record, held properly.
Donors, members, volunteers and grant contacts in one place, with donations, commitments and communication history against the contact or the organisation.
Why it matters
Fundraising, finance and service teams work from the same supporter position instead of three partial views.
Gift Aid
Claims built from the record, not by hand.
Gift Aid declarations and eligible donations are captured as the gift is recorded, and claims are generated for submission to HMRC.
Why it matters
Less manual assembly each period, and a traceable link from the claim back to the donation and the declaration.
Volunteers
Coordination you can report on.
Volunteer profiles, scheduling, task allocation, hours logged, expenses and in-app communication, with event roles where Customer Insights is in use.
Why it matters
Coordinators stop rebuilding the rota, and volunteer effort becomes evidence rather than anecdote.
Grants
Funding tracked from application to condition.
Funding opportunities, applications, decisions, milestones and reporting obligations held against the funder and the programme.
Why it matters
Renewal and reporting dates are visible early enough to act on, not discovered afterwards.
Events
Events alongside the day job.
Used with Dynamics 365 Customer Insights Journeys, registration, ticketing, logistics and supporter communication run from the same records.
Why it matters
Event attendance joins the supporter history instead of sitting in a separate tool.
Impact
Answer the trustee question in the meeting.
Dashboards and reports across supporters, donations, memberships, grants and related financial information, extended with Power BI where deeper analysis is needed.
Why it matters
Reporting becomes a view rather than a project.
Where the requirement reaches into finance, funding allocation and operational reporting across the whole organisation, that becomes a wider not for profit platform decision.
How we deliver it
The software is the straightforward part.
What decides whether it lasts is scope, supporter data, Gift Aid evidence, adoption and who owns it afterwards.
What Charity Unified actually is
- A configurable not for profit solution built by our consultants on Dynamics 365 Customer Engagement, used standalone or added to business applications you already run.
- Built on Dynamics 365 Customer Engagement rather than a closed platform
- Connects to Teams, SharePoint, OneDrive and Outlook as standard
- Extendable with Power Platform where a genuine gap exists
- Configurable to your processes because the underlying platform is yours
- It is a starting point that already understands charity working, not a blank CRM you have to design from nothing.
Adoption for small teams and volunteers
- Charities rarely have a spare project team. Enablement has to fit around service delivery and volunteer availability.
- Short role-based sessions for fundraising, finance, service and volunteer coordinators
- Modular material through the RAPID Learning Portal so new joiners and volunteers get the same start
- Making the monthly income and supporter review run from the system
- A named contact for the questions that arise in the first weeks
Getting it in place
- A bounded first release around the funding and supporter processes that matter most, rather than every module at once.
- Confirming licensing and tenant prerequisites before anything is promised
- Agreeing which supporter, membership, volunteer and grant processes are in the first release
- Migrating supporter and giving history with reconciliation the finance team signs off
- Setting Gift Aid handling against how your declarations are actually held today
Security, governance and support
- Charity Unified inherits Microsoft cloud security and your Dynamics 365 permissions, and it stays supported afterwards.
- Record and field level access for sensitive supporter and beneficiary information
- Retention, residency and what is stored from communications
- Support through our managed service with named ownership and escalation
- Periodic review of what is being used and what should be withdrawn
- Governance detail sits on our security page and applies here the same way it applies to everything we deliver.
Data and Gift Aid readiness
- Supporter data is usually the constraint. We would rather measure it early than discover it during a claim.
- Profiling duplicate supporters, missing declarations and unclear consent
- Deciding what is migrated, archived, referenced or retired
- Agreeing who owns supporter data quality after go-live
- Marketing consent and preference handling under UK data protection expectations
- If declarations cannot be evidenced, automating the claim does not make it safe. We say so before the work starts.
Why InteliSense
A sector solution on a platform you keep.
Our consultants built Charity Unified on Dynamics 365 Customer Engagement, so what you gain in sector fit you do not lose in independence.
Donors and members
One supporter record, held properly.
Donors, members, volunteers and grant contacts in one place, with donations, commitments and communication history against the contact or the organisation.
Why it matters
Fundraising, finance and service teams work from the same supporter position instead of three partial views.
Gift Aid
Claims built from the record, not by hand.
Gift Aid declarations and eligible donations are captured as the gift is recorded, and claims are generated for submission to HMRC.
Why it matters
Less manual assembly each period, and a traceable link from the claim back to the donation and the declaration.
Volunteers
Coordination you can report on.
Volunteer profiles, scheduling, task allocation, hours logged, expenses and in-app communication, with event roles where Customer Insights is in use.
Why it matters
Coordinators stop rebuilding the rota, and volunteer effort becomes evidence rather than anecdote.
Grants
Funding tracked from application to condition.
Funding opportunities, applications, decisions, milestones and reporting obligations held against the funder and the programme.
Why it matters
Renewal and reporting dates are visible early enough to act on, not discovered afterwards.
Before you call
The questions charity leaders ask us first.
A conversation, not a demo
Start with one funding process.
Tell us where supporter, volunteer and grant information sits today. We will tell you which part of Charity Unified would help first, what needs sorting before it can, and what can wait.