Know your donors and supporters

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Help increase funding and support of your mission by aligning program needs with personalized supporter engagements.

Fundraising and Engagement

Fundraising and Engagement, powered by Dynamics 365 Sales, is a constituent relationship management platform that helps nonprofit organizations modernize donor and constituent engagement to increase the effect of the mission. With Fundraising and Engagement, you can:

  • Attract, retain, and grow donor and supporter bases. Get a comprehensive view of constituents so that you can connect more effectively through personalized engagement. Increase donor loyalty and lifetime giving by understanding and addressing funder priorities.

  • Drive fundraising efficiency and reduce costs by automating key business processes such as donation, opportunity, campaign, and event management.

  • Get an accurate picture of fundraising and financial outcomes. Eliminate the need for complex fundraising and financial reconciliation through end-to-end donation, revenue, and transaction management.

Fundraising and Engagement relies on Azure services for certain features. These features include recurring gift processing and automated financial summaries to help staff understand campaign performance, constituent giving, and household effect over time. Fundraising and Engagement Azure Services is an Azure Resource Manager (ARM) template that you use to deploy Azure services required for this solution.

You can integrate LinkedIn Sales Navigator for Dynamics 365 with Fundraising and Engagement to enhance and expedite research of donors and prospects, and tailor cultivation approaches.

Watch this video to learn more about Fundraising and Engagement.

More information: Overview: Fundraising and Engagement

LinkedIn Sales Navigator for Dynamics 365

Use LinkedIn Sales Navigator for Dynamics 365 to research and engage with donors and prospects. Map your organization's collective network for insights and introductions. Identify strategic prospects at scale. Target, prioritize, and engage with the right connections at the right time.

You can use LinkedIn Sales Navigator together with Fundraising and Engagement. Doing so enables staff to quickly and easily search for leads, contacts, opportunities, and access other LinkedIn features.

More information: Integrate LinkedIn Sales Navigator solutions for Dynamics 365 Sales

Constituent marketing journeys

Constituent marketing journeys are built on Dynamics 365 Marketing and the Nonprofit Common Data Model. Constituent marketing journeys are a collection of pre-built, customizable marketing segments, constituent journeys, and email templates. Use these resources to organize and personalize marketing and outreach to donors and volunteers.

Segment donors and volunteers based on their history and interactions with your organization. Create your own journeys or use the pre-built journeys to welcome or reconnect with new donors and volunteers. Use the selection of email templates—including ones for newsletters, saying thank you, and recurring gift-ask scenarios—to engage your constituents.

More information: Constituent marketing journeys