Industries – Charity / Not-for-Profit

The challenges faced by Charity / Not-for-Profit organisations

The not for profit and charity sector is facing increasing pressure to boost the public’s awareness of their organisation to maximise on their ability to attract donations, grants and funding from individuals, organisations and government.

It is critical to the survival of these organisations that overheads are controlled and that appropriate funds are used to meet the overall objectives and activities. Controlling the costs of the organisation often by activity or project, whilst attracting new income streams and meeting the compliance of the industry are just some of the pressures facing this sector.

dhc Sector Experience:

dhc has worked in conjunction with organisations such as the Women’s Institute to evaluate the requirements of the organisation and provide finance and CRM solutions that are highly functional. It is important the solution is highly flexible in terms of employee self-service and donor account management.

Key requirements for Charity and Not-for-Profit organisations;

Finance:

Multi-level financial analysis to meet the needs of the organisation and compliance for the sector (SOFA/SORP)
Control of overhead costs tracked by activities
Ability to restrict funding and provide financial details of restricted activity
Integration with donor account management and fund raising systems

CRM:

Donor account management and activity tracking
Integration with payment management solutions
Marketing and campaign management
Event management facilities
Website donation integration
Integration with social media

Solutions provided:

Access Dimensions Finance:

Multiple levels of nominal ledger reporting analysis for department, management and SORP/SOFA
Integrated project costing module for restricted/unrestricted activity tracking
Online cost control from requisition to order with full authorisation process with document management facilities
Integration with Microsoft Dynamics CRM for donor account management

Microsoft Dynamics CRM:

Central view for donor and constituent management
Integration with website for enquiries and donations
Integrated marketing for campaign and event management
Integration with email marketing tools for online campaigns and response management

Back | Next