Logo

Are your systems helping you raise more – or holding you back?

by Hart Square March 28, 2025
System Implementation
Charity
Education
Healthcare
Membership
Culture
Customer Relationship Management (CRM)
Digital tools
Digital transformation
Leadership

In today’s environment, non-profits can’t afford tech that adds cost without delivering value. Yet many organisations still rely on fragmented systems that cause inefficiency, duplicate effort, and missed income opportunities.

St Helena Hospice faced that challenge. With disconnected systems, staff were spending too much time on manual tasks, donor data was split across platforms, and they couldn’t see — in real time — how fundraising events were performing.

During their major fundraising initiatives, they couldn’t track progress or provide timely support to staff running these events. Without visibility, it‘s difficult to know if targets are being hit or whether they need to step in.

Since then, St Helena has taken the first steps in implementing a standalone system approach — combining key systems to save time, improve data quality, and maximise fundraising opportunities.

“A key challenge is not seeing how fundraising events are performing until long after they’ve ended. Real-time reporting will mean we can monitor progress, provide timely support to teams on the ground, and ensure campaigns stay on track — all while giving donors a better, more professional experience.” – Tim Clifton, St Helena Hospice

Tim Clifton,
St Helena Hospice

So, the big question for many non-profits is:

Should you stick with standalone tools, or invest in integrated systems that promise clearer insights and stronger results?

Explore the answer in our free webinar

The great platform systems debate: standalone or integrated? 

Fund more, faff less: smarter systems for smarter fundraising

24 April 2025 | 9:30 am – 10:30 am | Free webinar

Hosted by Hart Square and supported by TES, this practical webinar will explore how system choices affect fundraising success, financial control, and your organisation’s ability to deliver on its mission.

Why attend?

This isn’t theory — it’s based on real outcomes. You’ll learn:

  • How St Helena’s integrated approach has already reduced admin, will improveimproved Gift Aid capture, and increased financial oversight
  • What they’ll gain from their next step — connecting finance and CRM systems to deliver better donor engagement and more efficient income processing
  • Practical tips to help you save staff time, protect income, and improve donor experience
  • How to shape a digital strategy that delivers real value — not just more admin

Whether you’re facing a tech decision or shaping your organisation’s digital future, this session will help you make choices that pay off.

About TES – event supporter

TES is a Microsoft partner with 20+ years of experience delivering finance and CRM systems exclusively to the non-profit sector. With over 120 charity clients, TES helps organisations develop long-term digital strategies that support their mission and maximise impact.