FinDock Fundraising Suite

our Company is delighted to be working in partnership with FinDock to deliver a fully integrated Fundraising Suite for non-profits.

We want to help charities accelerate online fundraising with an integrated digital solution to empower donors and employees to maximise income and impact.

• Complete Fundraising solution: Salesforce CRM + NPSP and FinDock, packaged in one.
• All essential CRM functionality for nonprofits included.
• Quick implementation: get started in 5 or 10 days.
• Manage grants, memberships, households, one-time and recurring donations, as well as Gift Aid declarations in a single solution.
• Full 360° view of donors, including complete payment data, in Salesforce, the worlds #1 CRM platform.

Benefit from a FREE 5 or 10 day Salesforce and FinDock implementation delivered by our Company when you sign up to FinDock for three years.

Combined features include:

Constituent and Donor Management
Manage individual constituents and households; rigorously track demographic and contact information, relationships and company affiliations.

Donation and Grant Management
Stay on top of household giving history, recurring donations and pledges, fund allocations, giving campaigns and matching gifts. Manage grants effectively.

Engagement Management
Track how engaged your constituents are based on levels you define. Track onboarding of volunteers, engagement with major donors, program participants, or any other engagement efficiently and easily.

Reporting and Analytics
Get full access to the Salesforce Report Builder and configure custom reports and dashboards to jumpstart your reporting efforts.

Campaign Management
Track and evaluate the impact of your engagement activities.

One-time and Recurring Payment Collection
Leverage payment method ranging from Bacs/SEPA direct debit, to credit card processors, PayPal, Apple Pay, Google Pay and more. PUse payment service providers like Stripe, WorldPay and Adyen.

Automatic Gift Aid Management
Compliant Gift Aid Declaration Management and automated creation and submission of Gift Aid claims directly from Salesforce, respecting donor eligibility and HMRC rules. Full audit history and automated reversal. FinDock is approved by HMRC.

Import Standing Order Files
Import, match and reconciles your bank reports and other files. Automated Matching lets you easily match payments to the right Recurring Donation, Campaign, Allocation, Donor and even custom objects in Salesforce. Matching is supported for all major bank statement file formats like CAMT.053, CAMT.054 and MT940.

Arrange a chat and demo with our Company by Contacting Us

Find a full list of features of the Fundraising Suite Features here and check out the pricing below. Benefit from a free Accelerator implementation when purchasing a three year contract with FinDock.