Pricing: Contact

Overview

Uncover hidden Gift Aid revenue while cutting your admin time in half.

Unlock unclaimed Gift Aid and maximise income with a consolidated fundraising system that gives you 360° supporter visibility. Works with Customer Insights for engaging campaign journeys.

Key Features

  • Integrate directly with HMRC for automated Gift Aid processing and submission
  • Identify potential unclaimed Gift Aid in your supporter data for retrospective claims that could unlock thousands in funds
  • Segment supporters with unclaimed Gift Aid potential and send them on automated journeys encouraging declaration sign-ups using Customer Insights
  • Integrate directly with payment providers like GoCardless, Stripe, and PayPal to automate income processing that was previously manual
  • Connect with platforms like JustGiving and GoDonate to automatically process donations without manual data entry or reconciliation
  • Create a 360° view of every supporter by bringing together donations, legacies, grants, and engagement activities in one place
  • Use Customer Insights for complex branching logic and personalised donor stewardship to achieve sophisticated campaign management and targeted outreach
  • Enable special handling for different supporter segments, such as filtering major donors from generic mailings for personal phone call approaches
  • Monitor donor payment statuses in real-time, identifying late standing orders or payment changes to trigger follow-up actions automatically
  • Consolidate all fundraising streams — direct giving, community platforms, major donors — into one spreadsheet-free solution
  • Flow accurate, line-level donation and payment details seamlessly from your fundraising system directly into finance

Compatibility

Requires Dynamics 365 CRM (to include Customer Insights for segmentation and campaign journeys) and Business Central. Direct integration with HMRC for Gift Aid claims. Integrates with payment providers and donation platforms: Stripe, GoCardless, PayPal, JustGiving and DONOR (other integrations available). Utilises the Power Platform.

 

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