Non-Profits & Charities Engaging Supporters with ForGood.Tech

Automate Admin. Increase Engagement. 

Struggling to stay on top of volunteer skill checks or member renewals? ForGood.Tech’s modules integrate with Dynamics 365 to automate member and volunteer management processes, so you can focus on building your community and achieving your mission. 

VOLUNTEER PROFILE MANAGEMENT

Know Your Supporters

Who’s free when? Who’s DBS checked? Who has the skills for the role?

  • Speed up onboarding and placement of volunteers with self-serve options to update personal details, skills, availability, and apply for roles.
  • Keep compliant with triggers to check accreditations and certifications — such as DBS or First Aid — before they expire.
  • Make expenses submission and payment easy with the CRM-to-finance system integration — fostering goodwill.

MEMBERSHIP PAYMENTS

Solve Payment Headaches

Direct Debit setup causing hassle? Card payments not syncing with your system?

  • Card or invoice — integrate your payment process with registration and renewal for full reconciliation.
  • Your Direct Debits taken care of through our integration — no more manual tasks.
  • VAT and Gift Aid processing for memberships and related donations automated and compliant.

AUTOMATED GROUP MANAGEMENT

Get on Top of Groups

Lacking real-time data on group roles? Worried about compliance with governance?

  • Easily update the number of groups, key contacts, and specific roles such as chair or treasurer.
  • Set fixed tenures for key positions, and see a full audit of who has held them over time.
  • Automate role transitions with pending statuses that switch on correct dates, enforcing term limits and ensuring smooth leadership handovers.

SUPPORTER COMMUNICATIONS

Reach Out at the Right Time

Missing key opportunities to connect? Too many hours spent finding the right contacts to email?

  • Onboarding matters — create workstreams with tasks and comms tailored to supporter activity, from marathon helper to grief counsellor.
  • Drive up retention — trigger personalised emails by lifecycle events, renewal dates, placement completion, and more.
  • Simple segmentation — group by your chosen criteria to opt contacts into or out of a mailout.

A System to Support Membership & Volunteering 

How Dynamics 365 combined with ForGood.Tech’s Volunteer Management and Membership Management modules help you meet your non-profit’s specific needs.  

  • Volunteer Support at Events

    Transform complex event volunteer management into an efficient operation.

    • Set event requirements — specific capacity needs and time slots
    • Volunteers view relevant opportunities in a self-service portal and apply based on their clearance level
    • Real-time availability tracking shows you staffing gaps, automated approval eliminates manual coordination

  • Applying for Volunteer Positions

    Let volunteers manage their experience with you, and relieve your admin burden.

    • Portal shows roles matching the volunteer’s clearance level and training, with clear requirements displayed
    • Your supporters can see your capacity needs and apply where help is needed most urgently
    • Volunteers apply directly through portal and receive automated approval if all criteria are met

  • Professional Body Memberships

    Reduce the resource of managing professional bodies with a system that incorporates your volunteers and governance framework.

    • Criteria-based membership approval workflows let you automate application processing with committee delegation and eligibility requirements built in
    • Track fixed tenures, vacant positions, and pending status transitions with automatic committee role switches on designated dates
    • Access complete audit trails of historical roles, and prevent renewals when members reach maximum term limits

  • Increase Membership Uptake & Value

    Offer more than just membership thanks to the functionality in our Membership Management ForGood module.

    • Flexible joining incentives — run time-limited promotions and make it easy to purchase gift memberships
    • Generate codes and automate rewards for referral memberships to encourage community growth
    • Create value through automation — Gift Aid-eligible donations added during member registration get appropriate VAT processing to maximise revenue per member

The ForGood.Tech Membership & Volunteer Management Solution

Microsoft Dynamics 365 CRM

Turn fragmented fundraising into a connected, income-growing system. From identifying unclaimed Gift Aid to a 360° view of all contacts, this is your secure, integrated fundraising-to-finance platform.

Microsoft Dynamics 365 Business Central

Replace spreadsheet chaos and clunky legacy tools with a finance system that works the way non-profits do. Get real-time reporting, automated fund accounting, and full audit trails from day one.

Volunteer Management ForGood

Streamline volunteer onboarding, offer self-service options to update skills, availability and more, manage groups, events, and compliance with automation to reduce admin.

Membership Management ForGood

Automate membership, payments, communications, and group management, boosting retention, uptake, and compliance, while reducing admin.

Customer Insights Advanced Pack ForGood

Boost retention and cut duplication, costs, and time with communications prioritised by supporter segment. Improve efficiency with export-ready files for mailing houses, and return codes that pre-populate donor and campaign details in your CRM.

More Non-Profit Solutions by ForGood.Tech

Fundraising

Strengthen supporter relationships, free your team from manual tasks, and get more out of every donation. Whether it’s online giving and events or Gift Aid, grants, and legacies, manage everything in one integrated, scalable, fundraising-to-finance solution — from first donation to final report.

Finance Management

Make better decisions faster. Boost funds and save time with automated fund accounting and finance management designed for non-profits. Leave bespoke fixes behind and always be audit-ready.

Reporting & Performance Insight

Stop wrestling with inconsistent data and start making strategic decisions. With the Microsoft tools you know and ForGood.Tech’s non-profit modules, transform siloed information into rich, actionable insights.

Systems Integration

Get all your systems in sync with automated, seamless workflows that eliminate scattered working and duplicate data entry.

Find out more

Discover how to make it easy for your supporters to support you with smooth onboarding, personalised communications, and automated compliance. 

Get in touch

Mark Green

Digital Transformation Manager

Scripture Union
Testimonials_SU

"We’ve been able to improve key time-consuming processes, and are looking forward to delivering more fully on the benefits that the service can offer.”

Andy Langer

IT Programme Manager

The Health Foundation
Testimonials_The_Health_Foundation

“ForGood.Tech understood us and delivered as agreed and on budget.”

Neil Chawla

Operations Director

In Kind Direct
Testimonials_InKindDirect

“ForGood.Tech are truly on a journey with In Kind Direct and they help us make the most of our systems. It is a mutually beneficial partnership.”

ForGood.Tech Services to Support Your Non-Profit

Implementation

Get the best Microsoft Dynamics 365 solution for your non-profit with our train-first approach. You’ll discover Dynamics’ out-of-the-box potential, leaving behind the stress of spreadsheets and costly customisation. Get what you need today, then add more as you need it, for a smart, intuitive solution that works the way you do.

Changing Partners

Unlock Microsoft Dynamics 365’s full potential with the right partner. ForGood.Tech brings you 20+ years’ Microsoft expertise with 100% non-profit focus to do just that. Partial VAT, Gift Aid challenges, reserve funds? We get it. SORP changes or Charity Commission updates? We’re on it. The bonus? Everything we do benefits your sector.

Support

Enjoy expert, world-class, ISO 9001 and 27001-certified Microsoft Dynamics support for your charity delivered by non-profit specialists. At ForGood.Tech we speak your language — you won’t waste time explaining Gift Aid issues or fund accounting challenges, we get it.

Strengthen Member & Volunteer Relationships with AI-Powered Dynamics 365

Transform your membership and volunteering operations with AI-powered Microsoft Dynamics 365 CRM. Automate your routine tasks, unlock predictive insights into engagement trends, and focus your energy on building stronger supporter relationships. Improve your retention rates, plan more effectively, and save valuable time and resources while connecting more meaningfully with your community.

Case Studies

Case Study

The Health Foundation needed a back-office solution to help move them forward.

2 Minute Read

While already familiar with Microsoft Dynamics, the Foundation were using an older version of Microsoft Dynamics GP and although some issues would have been fixed with a migration…

Case Study

The Health Foundation needed a back-office solution to help move them forward.

2 Minute Read

While already familiar with Microsoft Dynamics, the Foundation were using an older version of Microsoft Dynamics GP and although some issues would have been fixed with a migration…

Case Study

The Army Families Federation was concerned their software wasn’t secure enough to protect data.

3 Minute Read

ForGood.Tech’s Customer Success Manager engaged with AFF on how to approach a solution to combat their data security fears and streamline this critical process.

Case Study

The Sick Children’s Trust had been seeking a new finance solution after its previous system offered limited capabilities.

3 Minute Read

Problems with the previous system included no import function for income journals, and an inability to customise management account reports or annual accounts. The charity was therefore seeking a more user-friendly option to speed up processes and improve efficiencies.