Effortlessly manage donations, donors, and data with CharityPoint
Allowing your charity to focus more on your cause and less on admin.
What is CharityPoint?
CharityPoint is an app built on Microsoft Dynamics 365 that streamlines donation tracking, automates administrative tasks, and provides real-time insights into one simplified system.
How CharityPoint helps Australian charities
CharityPoint empowers charities by simplifying donation management and streamlining operations. Built on Microsoft Dynamics 365, it integrates seamlessly with your existing systems to provide real-time insights and efficient handling of all donation types—from one-off contributions to regular giving.
With AI-driven donor insights, CharityPoint helps you identify and engage your ideal supporters, reducing the effort required to run successful campaigns. Designed to improve efficiency and maintain compliance, it gives you the tools to make data-driven decisions while focusing on what matters most—your mission.
Challenges we solve
Complex donation tracking
Managing multiple donation types—cash, bequests, transfers, cheques—can be time-consuming and costly. CharityPoint simplifies the process, allowing you to effortlessly track and manage donations in real time, ensuring your finance team can balance everything with ease at month-end.
Fragmented Systems
CharityPoint seamlessly integrates with your existing Microsoft technology, pulling together data from all touchpoints—donations, volunteers, and campaigns—so everything is centralised, efficient, and easy to manage.
High admin costs
Manual tracking of donations and inputs consumes valuable time. CharityPoint automates the process, reducing the administrative burden while ensuring accurate reporting and integration with your finance systems.
Disjointed donor insights
Without clear insights, targeting the right donors can be a challenge. Leveraging AI-powered Customer Insights from Microsoft Dynamics 365, CharityPoint helps identify your ideal donor, enabling you to tailor your messaging and marketing efforts for maximum impact.
Key features
End-to-end donation management
Track donations in real-time, from one-off contributions to regular giving, across all types of payments.
AI-driven donor insights
Identify your ideal donors with Microsoft Dynamics 365 Customer Insights and create more targeted campaigns that drive higher engagement.
Seamless financial integration
Full integration with Dynamics 365 Business Central for accurate and efficient financial tracking.
Customisable to your needs
Tailor CharityPoint to suit your organisation's specific workflows and requirements while leveraging the full Microsoft Dynamics 365 suite.
Volunteer management
Improve productivity and volunteer retention through better scheduling and communication.
Trusted by leading Australian charities
CharityPoint is trusted by organisations across Australia to help manage their donation and fundraising efforts with ease.
Frequently asked question
Does CharityPoint work with Microsoft Fundraising & Engagement?
The Fundraising and Engagement solution from Microsoft, which is powered by Dynamics 365 Sales, will reach its end of life in December 2025. We can help your charity migrate from Fundraising & Engagement across to CharityPoint and help you to streamline all your data touchpoints using the tech you currently have.
