Donation and fundraising management in Dynamics 365

Our fundraising accelerator for Dynamics 365 allows fundraising teams to effectively streamline and manage their fundraising efforts to centralise and track all data, automate time-consuming tasks, deliver advanced reporting and ultimately, enable better fundraising success. By using Evo 365 Fundraising, you benefit from all the out-of-the-box Dynamics 365 features such as activity tracking, contact management and dashboards, as well as pre-built functionality to allow fundraising teams to quickly and effectively use Dynamics 365 without extensive customisation.

  • Evo 365 Fundraising for Dynamics 365

Evo 365 Fundraising Features

Trust & grant management

Manage trust, grant and foundation applications with Charity Commission website integration and built-in workflows guiding you through the seven stages of solicitation, from identification to stewardship, to help your team prioritise workloads and manage deadlines for better success.

Individual giving & major donors

Track major donations from people and organisations through the seven stages to simplify management, streamline the process and ensure effective and timely communication to strengthen donations.

Gift Aid management

Streamline and automate Gift Aid submissions with direct integration to HMRC to automate claims, manage and store declarations and identify untapped opportunities within your database – saving your team valuable time and increasing potential income.

Program & project income tracking

Effectively track income generated against appeals and campaigns so that you can communicate the results back to supporters to show where their money went and you can identify which campaigns had the most success.

Legacies & In-memory

Manage legacies, wills and in-memoriam donations effectively to track this crucial source of income and ensure that pledgers benefit from clear communications and insights into how their donations will honour their loved ones.

Income & donations management

Track and manage fundraising income and donations against people or organisations to improve donor engagement, gain valuable insights and deliver enhanced reporting.

Donkeys in a field

“Chorus presented a solution, built on Microsoft Dynamics 365 and it was quickly clear just how flexible Dynamics 365 was. It wasn’t just the platform though, we also loved Chorus and their down to earth and innovative approach."

The Donkey Sanctuary

Why Evo 365 Fundraising?

Improve your fundraising success rates

Streamline and manage your funding applications with activity and deadline tracking to increase your chances of success.

Engage your supporters

Track donations to projects so that you can provide good stewardship and show supporters the results of their donations, increasing their engagement and loyalty.

Manage and grow your supporter network

Effectively manage supporters and potential supporters through central contact management to nurture your relationships and identify opportunities.

Gain insights to guide decision making

Understand key insights, such as where donations come from and which projects are the most popular, so that future decisions are based on facts.

Automate manual tasks and save time

Automate manual tasks, such as thank you communications and Gift Aid claims, to save your team valuable time that can be better spent elsewhere.

Person typing on a laptop while using Evo 365 Fundraising for Dynamics 365

Book a Demo

If you would like to see Evo 365 Fundraising in action, please book a demo with us.

Book a demo

Why Chorus?

Solution capabilities

Evo 365 is a Microsoft recommended product, designed in conjunction with real users to solve common challenges whilst ensuring an intuitive experience that is built to best coding practices.

Project approach

We follow an agile approach and focus on keeping systems simple and usable, so that you can quickly benefit from the system and avoid project scope creep over-complicating the solution.

Sector experience

We’ve worked with many non-profits and charities to develop Evo 365 with end users in mind. Through our experience, we have a great understanding of typical challenges, aims and requirements.

Microsoft experts

We are Microsoft Gold Partners and work across the entire Microsoft stack. Our holistic knowledge ensures our Dynamics 365 solutions work with your wider Microsoft technologies.

Ethos and values

A great CRM isn’t just technology. We focus on forming a strong partnership, built on trust, honesty and a down-to-earth approach, underpinned by our values to make your project a success.

Results driven

We don’t believe in technology for technology’s sake; we focus on helping you adopt the most suitable solution and empower you to be as self-sufficient as possible for lasting success.

Partnerships & Accreditations

Get in touch

Contact us today to ask any questions or find out more about Evo 365.