Cloud Engage can measurably enhance your fundraising results. It’s a perfect fit for small-medium sized charities because, as a Cloud solution, it delivers the latest in technical functionality without the need for a prohibitive, upfront financial investment. This flexible, scalable platform is a smart business tool that will deliver easy management and reporting for fundraising campaigns. It will also allow you to view, and use, donor data in a more strategic manner and give you an up-to-date view of financial performance.
90% ARE CONCERNED
ABOUT THEIR ABILITY TO MEET THEIR CHARITY OBJECTIVES
DONATIONS PROCESSED FOR GIFT AID THROUGH OUR ONLINE PORTAL
HAVE REACHED £2 BILLION
Understanding key issues
It’s difficult for one charity’s voice to be heard amongst many competing voices. The challenges of donor recruitment increase as expectations and communications channels evolve.
Charities cannot survive by depending on sporadic donations. It’s vital they find methods to transform one-off contributors into supporters who regularly and repeatedly donate.
Donations come in from a lot of sources, in many formats, from both known and anonymous donors. Compiling, and making sense of, donor data can be a very long and complicated process.
Supporters need to be able to clearly see how their donations are being spent. Even a hint of financial irregularity can have a devastating, long-term effect on fundraising activities.
Compliance and security
Charities hold large quantities of confidential information. Without stringent security and data protection processes in place, they risk both reputational and financial damage.
How our fundraising software can help you
FEATURES & BENEFITS
Boost donor interest
Cloud Engage delivers convenient 24/7 communication and event channels. It allows you to tell your story to prospective donors live or by post, email, phone or website, making it easy for potential donors to engage, respond and commit to your cause.
Fundraisers are able to access key CRM and event modules on the move, giving them the opportunity to add and access donor data easily on their laptop, tablet or phone.
Extend your website to support more personal interactions with supporters. Our strong CMS functionality lets you create relevant text and picture content to boost transactions.
Your contact lists can be built and maintained using our Steps and Queries process which identifies groups of similar individuals based on a selected range of characteristics.
Manage high volumes
Our bulk email integration module allows you to contact large numbers of people at once. It also collects statistics on all responses to allow for detailed results reporting.
Designed to be scalable, Cloud Engage will grow with your organisation as you expand fundraising activities, increase donor numbers and move into new revenue streams.
Keep supporters engaged
A charity whose database is filled with donors who gave once, a long time ago, are in a precarious position. Ensuring donors stay committed and involved requires a good understanding of motivations, effective communications and the tools to maximise opportunities.
You can easily navigate across family or business relationships by using simple or complex queries to identify groups of associated donors and target communications more efficiently.
Stay in touch
Use Cloud Engage workflows to manage standard communications such as thank you letters and emails, renewals and reminders or event booking acknowledgements.
Make events accessible
Using the Cloud Engage portal to build a catalogue of events and courses will inform and interest your supporters and allow them to book and pay for events online.
Attract both current and potential supporters by offering an online shop. This can be built from the Cloud Engage back office without making any modifications to your central website.
Add revenue streams
Cloud Engage helps you manage a wider range of events like challenges, dinners or awards to aid funding streams such as major donor memberships and other committed giving schemes.
Manage major donors
Our Opportunity Management module can also be configured to take care of any significant gifts such as pledges, legacies, major donations and grant applications.
Make data work
The analysis of information related to fundraising activities, donor actions or relationships is crucial. Reviewing and fine-tuning progressive campaigns enables you to recruit more donors and volunteers, and can also reveal your ideal ‘second ask’.
A real-time view
Offering every member of your team one complete, real-time view of performance figures allows you to measure progress and get the maximum value from your data.
Critical source codes track campaign response and are available throughout the system to allow measurement and analysis of costs, response rates, financial returns and return on investment ratios.
And measure again
Statistics available as standard include numbers of responses generated, memberships, donations and event booking. Other measures are available in the reporting and dashboard tools.
Having a central data repository makes campaign and fundraising analysis simpler, and staff are able to easily find data in one central area rather than searching multiple systems.
Good financial management is critical. Donors want to know their gift is being used wisely and internal stakeholders want to see the benefits of their hard work. Cloud Engage provides the financial tools needed for transparent recording and processing.
Simplify Gift Aid
Gift Aid declarations can be captured and claims run as a batch process. An output file that can be submitted online to HMRC is automatically created via the our Gift Aid portal.
Cloud Engage integrates with AFD Bankfinder during the creation of direct debits. The sort code and account number combination are validated and required bank details are auto-populated.
Regular donations can be processed by direct debit or from standing orders imported from a bank file. They can also be associated with source or fund codes for purposes of analysis.
Specify P&L accounts for revenue accounts along with cost centres for further analysis. Integration allows you to import a standard report directly into your nominal ledger.
Cloud cost efficiency
Sales ledger accounts include the ability to create and manage credit accounts within the system, including tracking invoices, credits, payments and allocations to create a detailed view.
VAT and finance codes (including cost centres and revenue codes along with other analysis codes) allow simple integration with finance solutions, posting the revenue directly into the system.
This Cloud application helps ensure donor information is safer than ever before. All data is stored securely in our Tier 3, ISO 27001 accredited UK data centres to offer you the peace of mind that comes from knowing confidential data remains protected.
Stay GDPR compliant
Personal data in can be stored on the Data Protection tab as Opt-in or Opt-out, by contact channel preference and with both ‘obtained’ and ‘valid to’ dates.
Keep data clean
To ensure data integrity, when creating new people and organisations within Cloud Engage, the system will check whether potential duplicates already exist based on a wide range of criteria.
Gift Aid declarations
Our charity-specific data tabs allow Gift Aid declarations to be captured and easily stored for quick reference whenever required.
The Cloud Engage financial workflow was developed to comply with the Fundraising Regulator’s Code of Fundraising Practice.
PCI DSS compliance
Cloud Engage meets PCI compliance regulations, ensuring you can accept, store, process and transmit cardholder’s payment data while preventing fraud and data breaches.
Ongoing software innovation and developments
We are always improving and innovating our products to deliver the best experience for our customers. Here are a selection of the latest updates to our fundraising software.
- Cloud Engage 20.4
- Full integration to the GoCardless Direct Debit platform
- Management of deceased supporter data
- Quick access to regular donations on major gifts
- Customise ‘jump to’ options to suit work patterns
- Include custom entities in reports
- Cloud Engage 20.3
- Add donate button to your own, or 3rd party, website
- Streamlined communications process for major donors
- Segregation of commercial trading and non-profit activities
- Enhanced Direct Debit functionality
- Single search option makes it easy to find what you need
- Cloud Engage 20.2
- Outlook Add-In
- Just Giving Data Import
- Take Donations with Bookings
- Cloud Engage 19.3
- Membership rate modifiers
- Multiple membership elements
- Donations within memberships
- Case management
- Cloud Engage 19.2
- Survey module
- Events module
- Cloud Engage 19.1
- Fundraising: major gifts, volunteers, regular giving
- CRM: integration of Mailchimp, AFD postcodes, Bankfinder
- Events: substitutions, cancellations, TBA bookings, catalogues
- System Administration: custom lists, user groups and permissions, data import console
Explore our additional solutions
Cloud Engage enables membership organisations to gain a stronger understanding of supporter requirements.Learn More
NG provides a powerful, 360 degree view of supporters with its integrated administration and campaign management.Learn more
Exchequer is a financial accounting solution that was designed to remove the barriers faced by Finance teams.Learn More
Supercharge your fundraising potential
Find out how implementing a Cloud solution can help charities move closer to, and engage with, their donors.Read brochureBrochure
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Increase charitable giving
The connected charity
Cloud Engage 20.2 Factsheet
Cloud Engage 20.3 Factsheet