Do you waste effort managing disparate data sets?
Shatter data silos by unifying your data in the cloud to work smarter and move faster
Are you looking to increase supporter engagement?
Build long-term supporter relationships with personalised communications, and less admin
How secure is your membership and donor data?
Ensure regulatory compliance and gain peace of mind with robust cloud data management
Why Use Charity Hub by Preact
Like many other charities, is your organisation facing greater demand for its services despite already stretched resourc…
Like many other charities, is your organisation facing greater demand for its services despite already stretched resources?
This is even more challenging if your data is siloed or you are relying on manual, time-consuming processes to complete routine tasks.
And, if you are using outdated software or spreadsheets, how can you be sure your data is protected?
A new CRM system might be the answer, but these can be costly to deploy for smaller charities and are often too complex for basic usage needs.
If that’s you, Charity Hub from Preact is the answer!
Securely manage your supporters using an intuitive and highly affordable application built on the trusted Microsoft cloud.
Charity Hub includes prebuilt donation and membership management features that quickly increase productivity to boost supporter engagement.
Charity Hub can be rapidly deployed with minimal upfront configuration and cost, making it accessible to organisations of all sizes.
Donor and membership data is presented in views and dashboards, providing actionable insights that transform reporting with accurate, real-time income forecasting.
Each type of donation can be tracked, from one-off pledges to recurring contributions.
A donation history is shown on each supporter record, listing payment details with expected future donations.
Charity Hub creates an automated payment schedule for donors who make regular contributions to avoid time spent creating individual entries.
Donations can also be imported from external platforms such as JustGiving for a complete view of all donor payments.
When a donor agrees to Gift Aid for their donation, the application will track each declaration and transaction.
Charity Hub also reduces the effort to process and submit Gift Aid claims. Quickly retrieve eligible Gift Aid transactions within a selected timeframe and configure approval rules before submitting claims directly to HMRC.
Charity Hub includes out-of-the-box functionality for membership organisations to activate new memberships in just a few clicks.
Each membership record is linked to a product to accurately apply the price, duration, tax rate and Gift Aid eligibility.
This also includes processes to handle discounted membership offers and automated renewals.
Membership records linked to a contact or account record detail the active membership information and supporting financial transaction.
Because Charity Hub stores all data in the secure Microsoft Cloud, it’s accessible across connected Dynamics 3-6-5 modules and other Power Apps to support greater collaboration.
Data can be integrated with third-party apps and services, including marketing automation platforms, to increase engagement with your supporter base and boost fundraising efforts.
Best of all, as part of Microsoft’s Tech for Social Impact program, eligible organisations can receive a combination of free and discounted Power Apps licences that Charity Hub runs on.
Discover how quickly you can transform your processing efficiency, unlock more value from your data and get closer to your supporters with Charity Hub from Preact.
Contact us today to find out more.
Manage your supporters with a unified app and platform
Be in control of your processes by centralising your data in a single cloud environment to manage relationships with your donors and other supporters.
Charity Hub empowers your employees and volunteers to:
- Avoid wasting time searching for information across spreadsheets and applications
- Have supporter data in one place to grow relationships and maximise fundraising efforts
- Reduce administration by removing manual tasks and eliminating duplication of effort
- Increase data accuracy through automated processes
- Safeguard data, wherever your people work, with highly resilient cloud infrastructure and security
Power Apps for Charities
With ready-made capabilities for managing donors and members, Charity Hub offers a simple deployment model for organisations of any size.
With minimal configuration and support needed, you can deploy Charity Hub without the expense and complexity typically associated with CRM projects.
- Charity Hub runs on the lowest cost Power Apps licensing available for Microsoft Business Apps.
- Benefit from Microsoft’s Tech for Social Impact program and receive Power Apps free for up to 10 users and discounted pricing for additional users.
- Works alongside Dynamics 365 applications and Power Apps in your cloud environment.
- Native integration with Outlook and other Microsoft 365 applications.
Charity Hub inbuilt functionalities include:
One-off & recurring donations
Gift Aid management
Track payment methods
Office 365 Integration
Frequently Asked Questions
Each user of Charity Hub will require an active Power Apps Plan licence, either on a per app basis, or per user which provides entitlement to access unlimited Power Apps.
Eligible charity organisations receive up to 10 Power Apps per plan licences free of charge, as part of Microsoft's Tech for Social Impact program. This also offers reduced non-profit licensing for additional Power Apps licenses at £1.89 per app / month, or £3.80 per user / month.
Charity Hub is supplied at no additional cost as part of Preact’s Elevate 365 managed service. This subscription includes continued access to technical consultancy, user support and training resources.
Charity Hub has been developed to avoid reliance on any entities and functionality that require a Dynamics 365 licence. Charity Hub can be deployed on a standalone basis or connected with any Dynamics applications in your cloud environment. A separate user licence will be needed for any user that requires access to Dynamics 365.
Further capabilities on our Charity Hub roadmap include, grant management, volunteer management and batched payment processing.
In many instances, Charity Hub requires only minimal customisation to deploy, depending on individual usage needs. Initial setup assistance is available through Preact’s managed service, or by purchasing a fixed-price starter pack, priced from £7995.
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Charity Hub is a great solution for simple supporter management requirements, and it can be deployed right out of the box. Built atop Microsoft Dataverse, Charity Hub is also customisable by you, or with our help, to solve other challenges in your organisation.
Start by replacing spreadsheets and manual processes and keep going by using this extendable platform to add more capabilities when you need them.
Learn more by scheduling a call with one of our consultants now, or complete the form below, and we'll be in touch!