Touchstone CharityPoint for Fundraisers
Touchstone CharityPoint for Fundraisers is a complete donor
management and fundraising application built on the Microsoft Dynamics CRM software platform. It
offers Not for Profit organisations a fully integrated system,
delivered through the familiar and intuitive Microsoft Office
Outlook environment.
CharityPoint enables your organisation to focus on the
effectiveness of fundraising efforts to ultimately provide maximum
support to your beneficiaries.
Highlights
- Maintains a comprehensive source of demographic
information for the whole organisation
- Graphical displays give a complete understanding of
constituent relationships
- Processes all donations and income received by the
charity
- Full Gift Aid processing from GAD through to refund
allocation
- Create, run and monitor the effectiveness of campaigns,
appeals and solicitations
- Communicate effectively with all constituent types
through a variety of mediums such as e-mail and letter
- Integrated event management
- Manage membership and subscription information and
processes
Benefits
- Single, fully integrated business software system sharing
information across the charity
- Consistent approach to constituents to help build
meaningful long term relationships and enable effective recruitment
of new donors
- Fast and reliable constituent communication
- Easy follow-up on campaigns and appeals to maximise their
impact and help achieve fundraising targets
- Powerful Microsoft Windows® Workflow Foundation underpins
organisational processes and minimises manual routines
- Built on proven Microsoft products and
technologies
- Familiar Microsoft environment increases user
adoption
For a list of key product features click here.
Why Touchstone
CharityPoint?
Enhanced User
Experience
Touchstone CharityPoint is built on the Microsoft Dynamics CRM software platform
providing a fundraising solution with a familiar, intuitive user
interface encouraging user adoption and enabling people to work
more productively. It delivers functionality and data as an
extension of Microsoft Office Outlook so users can work in an
environment they probably already use and understand.
Quick to Deploy and Adapt
Touchstone CharityPoint is designed as
a comprehensive software application that can be quickly deployed
and configured to fit your organisational needs with
point-and-click customisations. Visual tools allow you to create
and change entities, forms and workflows to keep pace with changing
organisational requirements.
Technology
The underlying architecture works
together with many of the existing applications that most
organisations already possess. In addition to seamless integration
with the Microsoft Office suite of products it also utilises
Windows Server® Active Directory®, Microsoft SQL Server® and
Microsoft Exchange Server, maximising your investment in existing
Microsoft technologies.
Analytics
Turn data into actionable insight with
wizard-based tools that enable end-users to create sophisticated
reports without the assistance of the IT department. Touchstone
CharityPoint gives users rapid, relevant access to reporting and
data so they can make faster, better-informed decisions based on
donation and pledge analysis, demographics and appeal
performance.