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?
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Donor Management
Using Charity Unified on D365 CE enables your organisation to maintain donors, memberships, volunteers and grants all in one place, while tracking donations and effective communication with supporters. The integrated gift aid system of our platform helps you claim HMRC benefits, while our nonprofit fund management tools assist in developing enduring donor relationships and maintaining continuous engagement.
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Volunteer Management
The system provides easy-to-use volunteer coordination tools that simplify volunteer operations. The system allows you to schedule tasks and track volunteer hours while maintaining volunteer communication through in-app messaging and notification features. Your organisation can also track expenses logged by your volunteers or anyone else who may need too. With the use of Customer Insights – Journeys, your organisation can also manage volunteers during events.
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Event Planning
By using Charity Unified alongside D365 CE for Customer Insights – Journeys, organisations can plan both small charity events and big charity galas. The event management features include registration tools, ticketing systems, logistics management and communication tools; making planning both efficient and professional.
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Financial Management
When using Charity Unified organisations can organise all their finances with enhanced financial management capabilities. The system enables organisations to track donations, donor commitments, membership fees and employee/volunteer expenses. Allowing you to manage budgets while ensuring charity compliance management, all in one place. The built-in gift aid UK integration allows you to generate claims automatically, which can be submitted to HMRC with a single click.
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Impact Analytics
Intelisense has built a whole host of dashboards and reports into Charity Unified, allowing organisations to see breakdowns of their members, donors, grants and relevant financial information. As Charity Unified utilises D365 CE, organisations can produce their dashboards and reports with easy-to-use tools. As D365 CE can naturally connect to Power BI, organisations can take their dashboards & reports to the next level with even more powerful tools.
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Grant Management
The grant management system enables you to handle funding opportunities with simplicity. The system allows you to track applications while monitoring progress and ensuring all funding requirements are met; helping you secure and maintain essential grants.
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.
