The ACNC Governance Standards encompass fundamental requirements regarding the governance of charities and the operational aspects of their management, encompassing processes, activities, and relationships. 

To gain charitable registration with the ACNC, organisations are obligated to adhere to the ACNC Governance Standards. Furthermore, to maintain their registered charity status, organisations must consistently adhere to these standards. 

This includes using CRM technology such as Microsoft Dynamics 365 to manage charity. It is imperative to know what the extent of this application is in keeping the compliance.\ 

What the Governance Standards require: 

• Standard 1: Purposes and not- for – profit nature 
• Standard 2: Accountability to members 

• Standard 3: Compliance with Australian laws 
• Standard 4: Suitability of Responsible People 
• Standard 5: Duties of Responsible People 
• Standard 6: Maintaining & enhancing public trust & confidence in the Australian not – for – profit sector 

A charity must be able to demonstrate that the steps it has taken to comply with the Governance Standards are appropriate, considering factors such as its size, purposes and activities. 

So, here are 10 ways D365 can help charities to comply with fundraising practice:  

Charities must efficiently manage, document, and track interactions with volunteers, donors, and third parties. Dynamics 365 offers robust activity tracking capabilities seamlessly integrated into the solution. Every email, phone call, chat, and interaction related to a specific individual is meticulously recorded, ensuring comprehensive auditability and a holistic 360-degree view of the supporter. This functionality extends to both inbound and outbound communications, enabling charities to ensure timely and targeted messaging reaches the intended recipients. 

Dynamics 365 allows charities to effectively communicate with volunteers and also gives them the ability to ensure that they have the right checks and certifications in place in order for them to volunteer with the charity. It records every activity or piece of information about an individual or organisation so that charities can build up a complete picture of how they interact with them. 
 

With Dynamics 365 for charity management, organisations gain access to built-in dashboards and reporting features tailored specifically for their needs. These comprehensive dashboards include a native volunteer dashboard, enabling charities to effortlessly monitor key metrics such as the number of new volunteers and their assigned roles. This functionality empowers charities to gain insights into volunteer performance, track skills, hours worked, background checks, recruitment progress, and more. By leveraging these dashboards, charities can easily identify any potential gaps or areas of improvement within their volunteer management process. 

Dynamics 365 offers non-profit organisations robust audit trail capabilities, ensuring transparency and accountability in their operations. With this powerful feature, every change made within the system is meticulously recorded, providing a detailed history of modifications and the individuals responsible for them. These audit trails serve as a reliable source of information, enabling non-profit organisations to track and review all activities, from data updates to process modifications. By having a clear and comprehensive record of system changes, non-profit organisations can confidently demonstrate compliance, identify potential errors or inconsistencies, and ensure the integrity of their data. Dynamics 365's audit trail functionality empowers non-profits to maintain a high level of governance and effectively manage their operations. 

Dynamics 365 offers robust security features and flexible user data permission settings, providing a strong foundation for data protection within non-profit organisations. With its comprehensive security framework, Dynamics 365 ensures that sensitive information remains secure and accessible only to authorised individuals. Organisations can establish different levels of user data permissions, granting appropriate access rights to various roles and individuals based on their responsibilities. This granular control enables non-profit organisations to safeguard sensitive data, maintain compliance with data protection regulations, and mitigate the risk of unauthorised access or data breaches. Dynamics 365's emphasis on security and user data permissions provides peace of mind to non-profit organisations, allowing them to focus on their mission while ensuring the confidentiality and integrity of their data. 

In accordance with GDPR, charities need to ensure that each supporter grants them permission to store, retain, and process their personal data in the manner they have agreed to. In Dynamics 365, individual supporter records capture the date and details of consent given by individuals, along with their specific preferences regarding communication methods and timing. This ensures compliance with data protection regulations and allows charities to respect supporters' choices regarding their personal information and communication preferences. 

Dynamics 365 is a valuable tool for charities looking to comply with fundraising practices in Australia. With its comprehensive features and capabilities, Dynamics 365 enables charities to effectively manage and track their fundraising activities, ensuring adherence to relevant regulations and guidelines. By leveraging this powerful platform, charities can streamline their fundraising processes, maintain accurate donor records, and demonstrate transparency and accountability in their fundraising efforts.

To experience the benefits of Dynamics 365 for non-profit organisations firsthand, contact our team today for a free demo by filling in the form below and mentioning that you’d like to have a free trial of Dynamics 365 for Non-Profit. Discover how Dynamics 365 can revolutionise your fundraising practices and empower your charity's mission.