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Know your donors and supporters

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Important

Fundraising and Engagement is being retired. Support for Fundraising and Engagement will end at 11:59 PM Pacific Time on December 31, 2026. For more information, go to What’s new in Fundraising and Engagement.

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

Fundraising and Engagement

The Fundraising and Engagement solution, powered by Dynamics 365 Sales, is a constituent relationship management platform that helps nonprofit organizations modernize donor and constituent engagement to increase mission impact. 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.

The Fundraising and Engagement solution 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 impact 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.

For more information, go to Overview: Fundraising and Engagement.

Fundraising

Fundraising, based on Microsoft Power Platform, is a template app that unifies fundraising and constituent data. It provides a flexible, easily extensible foundation for partners to build fundraising solutions that meet organizations’ unique needs for managing donor information.

A model-driven app, Fundraising harnesses the power of Microsoft Power Platform and the Common Data Model for Nonprofits to surface data critical to fundraisers including information about constituents, relationships, gifts, and designations.

For more information, go to Unify constituent and fundraising data.

Fundraising performance dashboard

The Fundraising performance dashboard brings together key fundraising performance indicators in one place. It provides a holistic view of donors, fundraising, and campaign outcomes in near-real-time as data gets added and updated in an organization’s CRM. Built on Power BI’s industry-leading data visualization platform, the dashboard connects seamlessly to data through the Common Data Model for Nonprofits.

For more information, go to Fundraising performance dashboard.

Grant Management

Grant Management, based on Microsoft Power Platform, is a template app that enables grantors and grantees with the insights needed to proactively manage the grant cycle, end-to-end. It provides a flexible, easily extensible foundation for partners to build a fundraising solution that meets organizations’ unique needs for a grant management solution.

A model-driven app, Grant Management harnesses the power of the Microsoft Power Platform and the Common Data Model for Nonprofits to surface grant data from request to award, reporting, stakeholder engagement, and disbursement receipt.

For more information, go to Unify grant and constituent data.