Touchstone CharityPoint for Fundraisers
Touchstone CharityPoint for Fundrasiers is a complete donor
management and fundraising application built on the Microsoft
Dynamics CRM platform. It offers Not for Profit organisation
a fully intergrated systems, 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 maxium
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 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
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 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.
