Fundraising & Donor Relationship Management (FR)
The Secretariat’s programmes depend, to varying degrees, on voluntary contributions. Umoja currently covers over 23,000 contribution agreements, with an annual average volume of 4,000, plus new agreements recorded in 2016 and 2017. The system manages processes from the recording of an accounts receivable, through its closure after discharging relevant obligations.
The new UE2 Fundraising and Donor Relations Management solution covers several upstream processes before contribution agreements are finalized. The new module captures information on donors’ areas of interests (both thematic and geographical), historical trend of contribution amounts, as well as types of contributions
Who Uses the System?
The system helps users to better forecast prospective contributions and help resource mobilization officers to analyze and prioritize efforts. It will also provide the Organization’s senior management with a comprehensive view of funding gaps vis-a-vis planned programme activities and will facilitate strategic decision-making to broaden target donor groups.
The initial deployment includes donor relationship management, leveraging the UN’s enterprise solution for customer relationship management. Subsequent releases will include functionality for managing appeals and agreements, as well as integrating with the existing grants management in Umoja. The solution, which has been rolled out to DESA, ECA, ECLAC, UNCTAD, UNEP, UNMAS, and UNODC, will be extended to other entities with additional functionality during the second quarter of 2019.