AdvantageNFP Legacy Management for Nonprofit

Introducing the AdvantageNFP Legacy Management app, an innovative power apps solution designed to elevate your legacy fundraising efforts by extending the functionality of the Microsoft Cloud for Nonprofit Fundraising and Engagement platform.

This easy-to-use model-driven app empowers nonprofits to manage and track legacy bequests efficiently through their own flexible custom workflow, allowing them to maintain a pipeline of legacy income by financial year for budgetary purposes, as well as link to the actual legacy income as it is input into the Microsoft Dynamics 365 Dataverse database.

Key features include:

· The ability to input detailed information about each bequest and associated parties, such as the legator, executor, solicitor, and all other beneficiaries.

· Manage and track each legacy through your own custom designed workflow.

· Seamless integration with other Microsoft services to allow easy and efficient communication with all stakeholders as well as the ability to store and easily locate legacy documentation in Microsoft SharePoint.

· Users can record a chronological timeline of activities, such as phone calls, tasks, notes, appointments, and email correspondence relating to each Legacy.

· The ability to monitor key performance indicators, such as the legacy income pipeline and actual legacy income received, in a graphical dashboard.

· Security roles to allow both administrators and standard users appropriate access to the app as well as full data auditing capabilities.

Key benefits are:

· Save time by implementing a single view, combining Legacy information within the existing Microsoft Cloud for Nonprofit Fundraising and Engagement platform.

· Reduce risk by ensuring compliance with data protection laws.

· Improve efficiency of your Legacy management, by using a comprehensive solution that extends the existing functionality of the Microsoft Cloud for Nonprofit Fundraising and Engagement platform.

To install this app, it is required that the Microsoft Cloud for Nonprofit Fundraising and Engagement solution has been installed in your environment as a pre-requisite.

This app is free of charge.

As experts in both the UK not-for-profit sector and the Microsoft Cloud for Nonprofit solutions, please also don’t hesitate to contact us if you have any consultancy or licensing requirements in these areas.