Charity Management Software

You can easily navigate across family or business relationships by using simple or complex queries to identify groups of associated donors and target communications more efficiently. 

Use NG workflows to manage standard communications such as thank you letters and emails, renewals and reminders or event booking acknowledgments.

Using the NG portal to build a catalogue of events and courses will inform and interest your supporters and allow them to book and pay for events online.

NG helps you manage a wider range of events like challenges, dinners or awards to aid funding streams such as major donors or other committed giving schemes.

Our Fundraising Requests module can also be configured to take care of any significant gifts such as pledges, legacies, major donations and grant applications.

Offering every member of your team one complete, real-time view of performance figures allows you to measure progress and get the maximum value from your data.

Critical source codes track campaign response and are available throughout the system to allow measurement and analysis of costs, response rates, financial returns and return on investment ratios.

Statistics available as standard include numbers of responses generated, memberships, donations and event booking. Other measures are available in the reporting and dashboard tools.

Having a central data repository makes campaign and fundraising analysis simpler, and staff are able to easily find data in one central area rather than searching multiple systems.

Gift Aid declarations can be captured and claims run as a batch process. An output file that can be submitted online to HMRC is automatically created via the Advanced Gift Aid portal.

NG integrates with AFD Bankfinder during the creation of direct debits. The sort code and account number combination are validated and required bank details are auto-populated.

Regular donations can be processed by direct debit or from standing orders imported from a bank file. They can also be associated with source or fund codes for purposes of analysis.

Specify P&L accounts for revenue accounts along with cost centres for further analysis. Integration allows you to import a standard report directly into your nominal ledger.

Sales ledger accounts include the ability to create and manage credit accounts within the system, including tracking invoices, credits, payments and allocations to create a detailed view.

VAT and finance codes (including cost centres and revenue codes along with other analysis codes) allow simple integration with finance solutions, posting the revenue directly into the system.

Our Consent Manager module enables you to clearly see all consent-related data in one place including channel, address / email / number, consent statement and content preferences.

To ensure data integrity, when creating new people and organisations within NG, the system will check whether potential duplicates already exist, based on a wide range of criteria.

This tool ensures all records have passed the contact deletion rules, which are designed to protect the integrity of the database and also respect financial audit requirements.

Archiving applies to records that are old enough to pass all audit tests and should be deleted but where you wish to retain certain information such as a legacy pledge.

The NG financial workflow was developed to comply with the Fundraising Regulator’s Code of Fundraising Practice.

NG meets PCI compliance regulations, ensuring you can accept, store, process and transmit cardholder’s payment data while preventing fraud and data breaches.