Evo 365 helps streamline and manage fundraising in Dynamics 365, with income management for grant and trust applications, individual giving, project tracking and GiftAid management.
Evo 365 Fundraising
Donation and fundraising management in Dynamics 365
Streamline, centralise and track your fundraising with Evo 365 Fundraising
Our fundraising accelerator for Dynamics 365 allows fundraising teams to effectively streamline and manage their fundraising efforts to centralise and track all data, automate time-consuming tasks, deliver advanced reporting and ultimately, enable better fundraising success.
By using Evo 365 Fundraising, you benefit from all the out-of-the-box Dynamics 365 features such as activity tracking, contact management and dashboards, as well as pre-built functionality to allow fundraising teams to quickly and effectively use Dynamics 365 without extensive customisation.
Chorus have delivered a solution above our expectations and have always given us a very personal experience. Our new system gives us the tools we need so that we don’t have to worry about the technology but can focus on the mission of our charity. Their ongoing support is second to none.
Evo 365 Fundraising Features
Trust & grant management
Manage trust, grant and foundation applications with Charity Commission website integration and built-in workflows guiding you through the seven stages of solicitation, from identification to stewardship, to help your team prioritise workloads and manage deadlines for better success.
Individual giving & major donors
Track major donations from people and organisations through the seven stages to simplify management, streamline the process and ensure effective and timely communication to strengthen donations.
Gift Aid management
Streamline and automate Gift Aid submissions with direct integration to HMRC to automate claims, manage and store declarations and identify untapped opportunities within your database – saving your team valuable time and increasing potential income.
Program & project income tracking
Effectively track income generated against appeals and campaigns so that you can communicate the results back to supporters to show where their money went and you can identify which campaigns had the most success.
Legacies & In-memory
Manage legacies, wills and in-memoriam donations effectively to track this crucial source of income and ensure that pledgers benefit from clear communications and insights into how their donations will honour their loved ones.
Income & donations management
Track and manage fundraising income and donations against people or organisations to improve donor engagement, gain valuable insights and deliver enhanced reporting.
-
Trust & grant management
Manage trust, grant and foundation applications with Charity Commission website integration and built-in workflows guiding you through the seven stages of solicitation, from identification to stewardship, to help your team prioritise workloads and manage deadlines for better success.
-
Individual giving & major donors
Track major donations from people and organisations through the seven stages to simplify management, streamline the process and ensure effective and timely communication to strengthen donations.
-
Gift Aid management
Streamline and automate Gift Aid submissions with direct integration to HMRC to automate claims, manage and store declarations and identify untapped opportunities within your database – saving your team valuable time and increasing potential income.
-
Program & project income tracking
Effectively track income generated against appeals and campaigns so that you can communicate the results back to supporters to show where their money went and you can identify which campaigns had the most success.
-
Legacies & In-memory
Manage legacies, wills and in-memoriam donations effectively to track this crucial source of income and ensure that pledgers benefit from clear communications and insights into how their donations will honour their loved ones.
-
Income & donations management
Track and manage fundraising income and donations against people or organisations to improve donor engagement, gain valuable insights and deliver enhanced reporting.
Accreditations
Committed to the highest standards
Demo
Book a demo
If you would like to see Evo 365 Fundraising in action, please book a demo with us.
