unitop NPO Fundraising is an integrated fundraising software that seamlessly covers your requirements. It ensures that there is a perfect synthesis of all processes and that internal and external communication works properly. It stands out thanks to a scope of services that is more extensive than with any comparable solution. The following excerpt will give you an overview of our software:
Fundraising Software with one database for all your tasks
From address management to events management
The donation management function offers you everything that you need for the professional support of your donors.
See everything about donors at glance: their status in the fundraising pyramid and RFM analysis, the donations that they have made, donation receipts as well as any transfers. Various marketing indicators also give you a quick overview of how often you should write to donors each year, which rules are stored for thanking donors and acknowledging donations or whether you are dealing with a major sponsor.
The professional salutation management function assists you with storing academic titles as well as titles before names and designator letters as well as partner information and also with selecting the right address so that you always address your donors correctly.
With the donations management function you not only manage your donors, you also support them!
Start with rough campaign planning and then gradually move on to more in-depth planning. Assign a budget to a campaign in your fundraising software and then plan the individual activities in detail. Store the number of mailings, channels and timings.
You have access to the entire database in your donations management software when selecting the number of mailings. Combine the total donations with the frequency in any period or identify preferences for your projects from donations that have been made. You can also use select and deselect to define very subtle overlaps so that you can then ideally evaluate individual target groups.
You can print or send your mailings yourself using the integrated print management function in your donations software or export your mailing data to send through a service provider.
Evaluate your activities and campaigns based on the integrated response measurement function to continuously optimise your target group configuration. The campaign management function in the fundraising software supports you in all processes.
The payment analysis function in your donations software supports you with the processing of incoming donations regardless of whether incoming donations were initiated through one of your campaigns or the donors simply value the good work of your organisation.
The majority of the incoming donations can be processed automatically including assignment to the donor, the action code as well as the allocation of the resources. The payment analysis function in unitop NPO Fundraising not only works with a professional name analysis, but also with phonetic logic and term substitutions, so that terms, such as the "Horn of Africa", East Africa, etc. can automatically be assigned to the correct project in the allocation of resources.
If individual donations cannot be processed automatically, the payment analysis function in your fundraising software allocates these for processing in a special cockpit so that these donations can be processed quickly. You can also access 1 cent return remittances and bank requests if there is ever any need.
Inheritances or bequests are often lucrative income for your projects so virtually every organisation needs to be dealing with at least the topic of legacy marketing.
unitop NPO Fundraising goes one step further here. In addition to legacy marketing, unitop NPO also supports you with the processing of your inheritance cases as part of donations management. You can not only record information about the type of inheritance, co-heirs or estate for each inheritance case, but also manage the complete correspondence for an inheritance case.
Bring an end to the days where you had to painstakingly process inheritance cases with Excel and storage files and discover the potential of the legacy management function with the fundraising software.
How high was your income from fines last year? Too low? Many charitable organisations underestimate the opportunities of professional fines marketing to obtain additional income for your projects.
The fines management function in your fundraising software provides you with a tool that you can use to take the first steps in this area or to press ahead with your existing strategies in a professional manner.
Your fine cases are largely processed automatically in your fundraising software. It does not matter here whether you get fine payments as a lump sum or in instalments. If payments fail, you can simply send a request for payment through the payment reminder system.
The fines management function in your donations software also provides you with the required statistics for the Higher Regional Courts.
The financial management function in Microsoft Dynamics NAV supports you with all internal and external accounting tasks.
The general ledger accounting function allows you to manage several financial customers so that you can clearly separate the operations of the association and commercial business as well as any other customers from each other. You can consolidate customers and exchange documents electronically between customers - for example, if the commercial business charges the association for a service. Your fundraising software also supports you with the preparation of your advance turnover tax return and electronic balance sheet.
In addition to general ledger accounting, you can also manage accounts payable and accounts receivable transactions and process payment transactions. SEPA (Single Euro Payments Area) requirements are fully satisfied by the donations software. Budget management, a cash forecast as well as comprehensive financial reporting round off the scope of this module.
The financial management is certified and complies with the principles of proper financial accounting. We will be happy to provide you with a copy of the certificate.
The cost accounting function in your donations software not only offers you cost-centre and cost-unit accounting but also a financial controlling tool that you can use to evaluate any number of dimensions (e.g. the cost centre, cost unit, region, campaign, etc.). The individual dimensions can be combined with each other and arranged hierarchically so that they meet your cost accounting requirements. You can also budget in every dimension - for convenient planning of your budget.
The fixed asset function in your software for donations management enables you to professionally manage your tangible and intangible assets, taking into account the requirements of commercial and fiscal law. You can see the entire life of an asset at the touch of a button - whether it's acquisitions, appreciations, depreciations or special depreciations. You can calculate acquisitions by simulating different scenarios using planned assets.
No matter whether you manage a few items in your office or have multiple warehouses: The enterprise resource planning (ERP) function in your fundraising software provides you with professional support.
Store supplier-related purchase prices and sales prices for your items by customer groups (e.g. members). The system supports you with order proposals based on minimum quantities so that you always have the right number of items in stock. You enter orders manually or automatically via an interface, for example, from your online shop.
When you have picked an order, Microsoft Dynamics NAV supports you with the shipping so that your members and customers receive the goods that they have ordered as quickly as possible. Should you receive a complaint, you can handle this easily through your donations software.
With unitop Fundraising you get a complete and professional document management system. It reduces your employees' search and handling times by using document management for the transaction-based and contact-related storage of incoming and outgoing correspondence, such as incoming mail or e-mails. In addition, your donations software supports document versioning so that you always work on the current version, especially when creating complex documents, such as agreements. You can also make stored documents unchangeable.
Workflow control in your fundraising software supports all work routines in which several employees are involved - for example, checking incoming invoices or creating and signing certificates of attendance. This ensures that the defined tasks are completed on schedule in the correct order; your employees automatically receive notification. Workflow control in your donations software provides valuable services, especially for time-critical processes or approval procedures.