Nonprofit and Fundraising

Summit Group Software understands that managing a not-for-profit organization requires business, financial, and reporting practices that are complex and unique.  Your non-profit organization faces challenges different than those faced by standard commercial companies. Microsoft Dynamics provides a suite of software applications designed to help you specifically meet these unique needs. Leveraging software targeted toward non-profit usage can help you more efficiently manage financial data, attract new funding sources, and further the organizational mission.

Microsoft Dynamics can help you control finances better and provide stakeholders access to timely reports. In addition, you can empower employees with self-service applications for procurement, time management, and expense reporting to streamline processes, so you can focus less on time-consuming internal tasks and more on providing maximum value to your beneficiaries.

A Key Tool for Successful Financial Stewardship

Microsoft Dynamics provides the tools to manage typical business processes such as writing checks, paying employees, and budgeting, while also addressing the fund-centric nature of non-profit accounting. Fund accounting functionalities let you to track records by a particular funding source, department, grant, or program. For typical non-profits such as health and human services organizations, schools, religious entities, community developer groups, foundations, associations, and special interest groups, the profit motive does not drive fiscal responsibility in the same way it does for commercial enterprises. For the non-profit, stewardship of funds and social impact are the key organizational goals. Non-profit software is adapted to this shift in focus from increasing shareholder value to promoting optimal financial stewardship.

Readable Reports for Funding Sources

One of the unique requirement for non-profits is the need for reports designed for an audience beyond just accounting staff. Funding sources and boards need to be able to easily understand key financial information. The ability to communicate information about the impact of fund allocations is critical for non-profits looking to further their impact by securing funds for important projects and programs. Microsoft Dynamics can provide reports documenting both past fund stewardship and its outcomes, as well as plans for future initiatives.

Predicting Cash-Flow

Another challenge for your non-profit organization is the unpredictable nature of funding. Funding in the form of endowments and grants is inherently less predictable than operating off of sales revenues, which is typically much easier to predict. Consequently, the importance of cash management is paramount for non-profits. Microsoft Dynamics provides you with the ability to easily see upcoming expenses, available resources, and encumbrances.

Ease of Use and Flexibility

Non-profit organizations often have a different model for financial responsibility than for-profit companies. The primary financial decision makers may even rotate on an elected or term basis. Further, many non-profits are staffed primarily by volunteers who may be able to work only intermittently as their schedule allows. The educational or professional backgrounds of non-profit accounting users frequently don't include specific accounting training. With frequently changing user groups and users who may be unfamiliar with accounting software technologies, ease-of-use is a critical requirement for non-profit software.

Summit Group Software has worked heavily in the nonprofit area with an emphasis on human services and membership based organizations. 

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