Charity Unified

Microsoft D365 solution has been designed keeping the challenges and business structure of non-profits in mind. It has proven itself to be the most successful system which is depended upon by numerous non-profits across the globe.

Intelisense IT has helped many Nonprofit organizations with their own non-profit solution – Charity Unified.

IntelisenseIT’s ‘Charity Unified’ solution helps Non-profits manage their Fundraising activities, Supporter relationships, Projects, processes, and data and increase productivity through automation.

Membership Management

It's help to track your donors, supporters and other constituents

Manage Volunteer

It's help to track your donors, supporters and other constituents

Grant Management

Streamline and Centralize your entire grants process with our Non-profit solution

Gift Aid

Auto-clame building, One-click submit to HMRC, Flexible, Secure & Recognised by HMRC

Donation Tracking

End-to-end donation processing direct from donor to database

Multi Device Access

Access and process real time data across various devices

Manage Projects & Expenses

Manage various charity projects through funding & resource management & expenses. Also, Manage project expenses and track expenditure

Portal & Case Management

Manage support cases & Grant application online through Portal & case management

Project Expenses

Manage project expenses and track expenditure

More Information about Our Solution

Membership Management

Membership programs are a means of incentivizing giving and involvement within non-profit organizations and associations. The organization extends additional engagement opportunities to members in exchange for donations in the form of membership fees. Payment of membership dues to a charitable organization is deductible as a charitable contribution to the extent such payment exceeds the monetary value of the benefits and privileges available by reason of such payment.

Grant Management solution

Our Grant Management solution with Dynamics 365 includes a D365 portal, Grant application is a document or set of documents that are submitted to an organization with the explicit intent of securing funding, since such applications could either come from the public or other charitable organizations the grant application form has been designed in D365 portal and hosted online for all to access.

Gift Aid

InteliSense IT created a customized solution for Gift Aid, through which Non-Profits can claim Gift aid from HMRC directly from the system, Gift Aid is important for charities and means millions of extra pounds go to the charity sector. Also, you can generate and share Gift aid declarations to the donors from the system.

Project Management

A unit of work via which a non-profit, or third party, achieves Objectives is called a Project. The purpose of the project entity is to work with local partners throughout the region to develop activities such as training and education services and health in a community environment. A project Contract is the terms and conditions of the project, it defines the funding that the project will receive and the source of those funding is defined in it. Project management also provides features such as Funding sources for projects, Project expenses to track all expenditures

Leverage Data to Drive Decisions

Gain actionable insights from your data, using system dashboards and personalised views in a Non-Profit solution. Use automated reports and create your own charts and views to analyse data, drill down into individual records and uncover meaningful insights.

Flexibility to extend D365 CE in-built reporting capabilities by creating custom dashboards to meet your reporting requirements and understanding where your resources will be best focused.

Benefits of Microsoft Dynamics 365 Solution

Microsoft Dynamics 365 is a leading CRM platform in the Charity and Not for Profit sector and there are a wide range of benefits for Charities and Non-Profit organisations when implementing Microsoft Dynamics 365, such as:

All your data is centralised which enables you to gain a complete, real-time view of your organisation, rather than searching through various systems or spreadsheets

Dynamics 365 can be tailored to suit your organisation and individual requirements or processes. Additionally, the solution can be scaled to suit if your needs change

Capture all interactions and communications with your donors, sponsors, and members in one place for a coherent view of each supporter

You can use Dynamics 365 to identify content to suit the needs and wants of each donor or supporter and ensure you provide a personal experience

Dynamics 365 keeps everything organised and in one place when managing events, everything from bookings, donations, or reminders

Organise and optimise your volunteer or supporter workforce

Track and analyse supporter behaviour, to understand what people have engaged with in the past, donation history, marketing preferences, etc

Built-in dashboards present key information at a glance to enable you to make informed decisions and identify the next steps

Microsoft 365 Business Premium Grant

Grant is available free for up to 10 users and discounted pricing for additional users.

Best for small and mid-sized nonprofits that need email, office desktop applications, cloud file storage and sharing, web conferencing with IM, audio and HD video, and simple device management and advanced security features.