Future-Proofed Fundraising Management

DONOR INSIGHTS

Diversify Income

Discover new income streams with a connected fundraising solution.

  • Take advantage of predictive donor behaviour and retention analytics to spot opportunities to cross sell, manage, and promote subscriptions, with personalised communications and interactions.
  • Make launching membership schemes, new fundraising initiatives, or applying for grants easy with our integrated tools to track, report on, and manage them.
  • Increase satisfaction and retention by regularly refreshing what you have to offer your supporters.

EFFICIENCY & DIVERSIFIED INCOME

Always Tracking Everything

Funds misallocated? Opportunities to diversify income missed? No more.

  • Ditch spreadsheets and data duplication for one simple system — with full visibility and predictive analytics for donor retention and income diversification.
  • Track all types of donations — legacy, Gift Aid, grants, pledges, corporate sponsorships, major gifts, Direct Debits, even cheques and cash — all in one place.
  • Never miss out on funds with automated Gift Aid recording and submission.

NURTURE SUPPORTERS

Connecting with Supporters

Follow-up efforts floundering? Get to know your donors better with a connected system that grows lifetime giving.

  • Know everything about every donation — who, when, where, and how often — with consent logs and GDPR built in and secure, reliable, personalised communications that connect with every giver.
  • Offer self-service options so donors can manage their support at the click of a button.
  • Community or corporate giving, automated thanking or individual account management — it’s all covered.

INTEGRATION WITH FINANCE

Firing Up Your Finances

Struggling with time-consuming, error-prone, manual processes and disconnected tools?

  • Track your pipeline, prospects, and income from any source stress-free with our smooth fundraising-to-finance integration — no more doubling up effort across email, spreadsheets, and unconnected systems.
  • Integrate easily with popular fundraising platforms and payment providers.
  • Enjoy effortless reconciliations with automation that matches donations to bank statements, flags errors, and applies the right code and attribution, restricted or unrestricted.

REPORTING & COMPLIANCE CONFIDENCE

Your One Source of Truth

Can’t rely on your data? Out-of-date data scattered across several systems? Let us sort it.

  • Real-time analytics and reports so you’re ready for last-minute grant applications or board requests
  • All systems integrated for accurate ROI insights, smarter forecasting, and confident decision-making​
  • Personalised, shareable dashboards with graphics and charts to secure support from funders, your board, grant givers, or high-profile donors.

Choose What Works for You

Build on the strong foundations of Dynamics 365 CRM with ForGood.Tech’s  non-profit-focused modules to meet your non-profit’s specific needs.

  • Boost Gift Aid With Minimum Effort

    Get more from your fundraising with next to no extra effort.

    • Missed Gift Aid opportunities? Identify potentially £1,000s in unclaimed Gift Aid and automate campaigns to get those declarations signed.
    • Locate and submit Gift Aid-eligible donations directly — no file exports necessary — thanks to powerful integrations with HMRC.
    • Make the most of all tax-efficient giving options with complete end-to-end management of grant, legacy, corporate donations, and more.
  • See Your Community & Direct Fundraising Soar

    Never get in the way of a donation!

    • Discover integrations or interfaces with over 200 online giving platforms and payment providers for fast and effective fundraising.
    • Track soft credit impact for years with major giving platform direct integrations that link event to donation to individual to fundraising page.
    • Demonstrate impact to your supporters and stakeholders with real-time data access across all teams and locations and comprehensive reporting capabilities.
  • Manage Campaigns & Events End-to-End with Ease

    Transform your event and campaign processes from a chore into a joy.

    • From planning, registration, and tickets to delivery and follow-up — Microsoft Dynamics 365 Event Planner lets you handle it all securely in one place.
    • Don’t wait for the wash-up! Real-time insights into what is and isn’t working mean you can optimise campaigns as you go, saving money and boosting funds.
    • No more static lists. Live supporter and donor data lets you automate and personalise your comms for reliable email and event campaigns. Scale from 10 to 300 million recipients a month!
  • Personalise Your Approach for High Profile Donors

    Keep systems secure when it comes to sensitive data.

    • Your connected system means major donors won’t get inundated with automated communications — filter them out for the personal touch that encourages long-term support.
    • Build trust with clear data ownership and access controls. Forget spreadsheets and third party apps — choose a secure GDPR- and ISO-compliant platform by one of the world’s leading software vendors.
    • Gain a complete view of interactions with all stakeholders, donors, and beneficiaries, for tailored engagement based on giving history, preferences, and outcomes.

The ForGood.Tech Fundraising 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.

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.

Fundraising ForGood

Unlock ££ thousands in unclaimed Gift Aid through direct HMRC integration. Boost funds with 360° supporter visibility, automated income processing, and integrated campaign management that ends spreadsheet chaos.

Grant Management ForGood: Grant Giving

Accelerate grant-giving from application to impact reporting with automated workflows, financial tracking, and self-service portals while ensuring transparency through built-in version control and eligibility checks.

Grant Management ForGood: Grant Receiving

Gain full visibility of grant pipelines from opportunity identification to outcome tracking, managing applications, stakeholders, and financial planning in one integrated system with automated reporting.

Membership Management ForGood

Cut admin and boost retention by automating membership lifecycle management with integrated payments, personalised communications, and stress-free professional body governance with built-in audit trails.

Order Management ForGood

Gain a complete 360° supporter view by integrating ecommerce orders into your CRM. Maximise Gift Aid claims and stay VAT-compliant with automated processing of mixed baskets (products, top-up donations, subscriptions).

Volunteer Management ForGood

Streamline volunteer onboarding with flexible workflows and self-service portals. Manage skills, accreditations, and compliance through automated reminders and dashboards while reducing your admin burden.

More Non-Profit Solutions by ForGood.Tech

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.

Member & Volunteer Management

Less admin. Higher retention. Better experiences. Transform your volunteer and member engagement — smooth onboarding, personalised communications, automated compliance. Make it easy for your supporters to support you.

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 ForGood.Tech can help you transform fundraising for your non-profit. 

Get in touch

Mark Green

Digital Transformation Manager

Scripture Union
Testimonials_SU

“In upgrading our CRM, we knew we had some standard needs common to other charities, such as integrating with JustGiving and GoDonate, but equally we had some requirements and business processes that are unique to SU, including the way we want to positively engage and thank our donors.”

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.”

Henrik Krøgh Andersen

SMB Sales Lead, Business Applications

Elevate - Microsoft
Testimonials_MS_Elevate

“Partnering with ForGood.Tech is pivotal in accelerating mission outcomes for non-profits. Their expertise in Business Central, Customer Engagement, and the Power Platform for integrating data has proven to drive impactful results and foster innovation in the nonprofit industry.”

ForGood.Tech Services to Support Your Fundraising Solution

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.

Case Studies

Case Study

Scripture Union wanted a partner that could support their aim for digital transformation.

5 Minute Read

After a successful tender process, ForGood.Tech were invited to contract with Scripture Union (SU) to deliver the new CRM system using Microsoft Dynamics 365 and ForGood.Tech’s …

Case Study

In Kind Direct wanted to stay with Microsoft but were looking for a new partner.

3 Minute Read

Their previous partner had merged with a large London firm whose market outlook is not focused on the non-profit market so it made sense to In Kind Direct to look for a match in values elsewhere.

Case Study

The Welsh Parliament needed an expenses solution integrated to their existing Dynamics NAV system.

2 Minute Read

Having been a customer of ForGood.Tech for some time, an understanding of their business needs was already established.

An aerial view of the inside of the Welsh Parliament building showing several rows of seating with computers.