Better fundraising, donor management, accountability and reporting.

Working in a world of volunteer resources, donated funding, and regulatory and donor reporting is complex and time consuming. If one doesn’t pay attention to the details, things can go sideways pretty fast.

Put the power of Microsoft Dynamics CRM and GP, along with Grant Management, Fund Accounting/Inter-Fund Management, Control Account Management and Encumbrance Management to work to raise and manage funds more effectively.

Problems Solved by SMB for Non-Profits

• Haphazard volunteer and donor management
• Disconnected internal processes and reporting
• Poor 501(c) 3 compliance
• Poor expense and/or allocated fund management

Benefits of SMB for Non-Profits

• Full visibility from donation to reporting
• Integrated volunteer and donor management for greater impact and fund raising
• Tighter donor/volunteer loyalty and commensurate giving
• Improved strategic planning for greater capture of grants and donations

What’s In SMB for Non-Profits?

• Dashboards and Key Performance Indicators
• SMB Controller
• Microsoft Dynamics CRM
• Grant, Interfund, and Encumbrance Accounting
• Control Account Management and Reporting