Donations and fundraising on Dynamics 365
Record gifts, issue DGR-compliant tax receipts automatically, manage recurring giving without card-failure leakage, and run a major-gifts pipeline. All in the same CRM that already holds your clients, members, and funder relationships.
The problem
Most Australian NFPs running both service delivery and fundraising end up with two CRMs: the case-management system and a fundraising tool (Funraisin, GoFundraise, Salesforce NPSP, spreadsheets). Donor data and client data never reconcile. Tax receipts are generated by a third tool. Recurring giving lapses go unnoticed for months.
Donor data fragmented
Spreadsheets, Mailchimp, a fundraising tool, and your CRM each hold partial donor records. No single profile, no lifetime view.
Manual DGR receipting
Tax receipts produced by hand or via a separate tool. Errors, delays, ATO exposure. EOFY is a fire drill every year.
Silent recurring-giving lapses
Cards expire, payments fail, no one notices for months. Average annual leakage is 15-25% of regular-giving income.
The Donations & Fundraising module puts donor data inside your CRM next to client and member records, generates DGR-compliant receipts automatically, and surfaces recurring-giving failures the day they happen.
Donor lifecycle workflow
What you'll see in a demo
- Online donation form → Stripe → receipt
Public donate page on Power Pages. Donor pays via Stripe. DGR-compliant tax receipt PDF emailed automatically within seconds. Donation recorded against the donor's unified profile. - Recurring giving with card-failure handling
Monthly donors managed centrally. When a card fails, automatic retry workflow + email to donor to update payment details. No silent lapses. - Major gifts pipeline
Identified prospects move through stages (Identification → Cultivation → Solicitation → Stewardship) using the Dynamics 365 Sales pipeline. Major-gift officers see forecast and activities in one view. - Appeal & campaign ROI
Each appeal records cost-to-raise vs revenue, donor acquisition vs retention rates, channel attribution. Board-ready fundraising dashboard out of the box.
Typical configurations we see
- DGR-compliant tax receipting: ATO-format receipts with ABN, DGR endorsement reference, gift date, amount, fund. Bulk EOFY statements for regular donors.
- One-time and recurring giving: Stripe integration for both. Recurring donors auto-renewed; failed payments trigger retry workflow.
- Donor segmentation: LYBUNT/SYBUNT lapse reports, RFM (Recency-Frequency-Monetary) scoring, lifetime-value tracking.
- Major-gifts pipeline: Dynamics 365 Sales pipeline configured for major-gift cultivation. Forecast against goal, activities log, moves management.
- Appeals & campaigns: Multi-channel appeal tracking. Cost-to-raise vs revenue per appeal. Channel attribution (direct mail, email, social, search).
- Bequest pipeline: Confirmed and prospective bequest tracking. Stewardship contact cadence. Estimated future income.
- Tribute / in-memoriam giving: Donations made in honour of, with optional notification to next-of-kin.
- Integration option: If you already run Funraisin, GoFundraise, or Raisely, we sync donor records into MNFP rather than replacing your forms.
Works with these modules
Communications
Appeal sends via Customer Insights — Journeys. Donor acknowledgements, recurring thanks, lapsed-donor reactivation.
Client Portal
Donor self-service: update payment details, change recurring amount, view giving history, download receipts.
Memberships & Stakeholders
One profile across donor + member + volunteer + client roles. No more duplicate records across systems.
AI Features
Lapse-risk prediction, next-best-ask suggestion, donor segmentation. AI assistance, not autonomy.
See donations & fundraising in action
Book a 30-minute walkthrough. Anonymised donor scenarios, no AI hype, honest answer on whether this fits before Salesforce NPSP / Blackbaud / Funraisin.
No hard sell. Just a practical demonstration.