NG is a fully-integrated Customer Relationship Management (CRM) and fundraising solution. It was designed specifically for larger, third sector organisations who are evolving and looking for new ways to recruit supporters and build strong relationships with current donors. Combining time-saving features with ease-of-use and innovative functionality, NG can deliver everything charitable organisations need to thrive and grow in a highly challenging and rapidly changing environment.
Charity Management Software
TRUST IN CHARITIES
HAS DECREASED BY 3%
OF THE 12,000 SURVEYED
ONLY 23% HAVE BEEN ASKED
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 charity management software can help you
FEATURES & BENEFITS
Capable of holding tens of millions of records, NG delivers the capacity for 24/7 multi-tier, multi-channel communications and events. Tell your story to donors live or by post, email, phone or website and make it easy for them to engage, respond and commit to your cause.
Integration with Microsoft Dynamics 365 allows fundraisers remote, 24/7 access to key CRM and event modules and to access or add donor data easily from their laptop, tablet or phone.
An extended website will enhance personal interactions with supporters. NG’s strong API functionality lets you capture data from the customised online journeys you create for your donors.
Build and maintain contact lists using our list manager module which identifies similar individuals, groups or corporate supporters 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.
NG offers a comprehensive solution for campaign, legacy and events management. It also has specific functionality to assist with the set-up, running and audit of fundraising lotteries.
NG supports some of the UK’s largest charities, with our Gift Aid portal showing donations totalling more than £1.5 billion processed through NG in the last five years.
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 NG workflows to manage standard communications such as thank you letters and emails, renewals and reminders or event booking acknowledgments.
Make events accessible
Using the NG 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.
Add revenue streams
NG helps you manage a wider range of events like challenges, dinners or awards to aid funding streams such as major donors or other committed giving schemes.
Manage major donors
Our Fundraising Requests module can also be configured to take care of any significant gifts such as pledges, legacies, major donations and grant applications.
Make your 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. NG 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 Advanced Gift Aid portal.
NG 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.
Safe and compliant
NG was designed specifically to aid ongoing compliance with the General Data Protection Regulation (GDPR).
Our Consent Manager module enables you to clearly see all consent-related data in one place including channel, address / email / number, consent statement and content preferences.
Keep data clean
To ensure data integrity, when creating new people and organisations within NG, the system will check whether potential duplicates already exist, based on a wide range of criteria.
This tool ensures all records have passed the contact deletion rules, which are designed to protect the integrity of the database and also respect financial audit requirements.
Archiving applies to records that are old enough to pass all audit tests and should be deleted but where you wish to retain certain information such as a legacy pledge.
The NG financial workflow was developed to comply with the Fundraising Regulator’s Code of Fundraising Practice.
PCI DSS compliance
NG 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 charity management software.
NG Active 18R1
- Consent Manager module
- Consent Data Converter
- New UI - Beta
NG Active 17R2
- Campaigns in history
- Finders / QBE improvements
- BIC code validation (SEPA)
- New HTML email templates
NG Active 17R1
- GDPR data items added
- SagePay enhancements
- AFD world addresses
- New bulk activity update
“NG meets PCI compliance regulations, ensuring you can accept, store, process and transmit cardholder’s payment data while preventing fraud and data breaches.”
Tony Gamble, Head of Information Technology
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