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Your Microsoft investment, finally built for fundraising

Development teams aren’t short on data, they’re short on trust.

Keystone Build by Heller Consulting is an operations layer built on Dynamics 365 that turns your donor data into something you can act on.

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An older man with gray hair, beard, and glasses carves a white stone with a hammer and chisel, wearing a black apron and gray shirt, with stone dust visible in the air.
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The operations engine for nonprofits

Most nonprofits already run on Microsoft for security, productivity, and collaboration, but their fundraising lives in a single-purpose database like Raiser’s Edge, DonorPerfect, or a sprawling tangle of spreadsheets.

Heller Consulting’s Keystone Build helps you turn Microsoft 365 into the fundraising powerhouse you need, in the ecosystem you already have.

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Donor data you can use, everywhere

Give your fundraisers the confidence to act, not just a place to log their outreach. Our engine is purpose-built by and for fundraisers to help them manage data cleaning, moves management, donations, commitments, and reporting that leadership can rely on.

TRUSTED BY LEADING NONPROFITS INCLUDING

Keystone Build for Dynamics 365

See and manage donor relationships in a single platform that syncs with the tools that drive your nonprofit. Build workflows across connected tools, not awkward workarounds.

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Moves Management

Unify contacts and organizations, and navigate contact tabs with donation statistics, connections, preferences, and admin history. Manage planned gifts with ease.

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Development & Events

Use an easy journey-builder interface to develop Dynamics 365 journeys and marketing segments that make sense for your organization.

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Donation Processing

Leverage Donate Now page and payment processing tools, run adjustments, refunds, and write-offs. Handle batches and receipts with ease.

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Power BI Apps

Build dashboards and automations in Microsoft Power Apps for use cases including donation rollups and KPI tracking. Automate repetitive tasks and build self-serve portals for reporting.

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Financial Integration

Keystone can handle campaign/appeal and designation-level reporting and has a built-in transaction ledger. Pave the way for full integration with your ERP.

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One Security Layer

Dynamics and the Keystone Build operates on your existing Microsoft security infrastructure, meaning you set security policy once and it flows through your whole organization. That's operational confidence.

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Made from scratch, for fundraisers

When Microsoft deprecated Fundraising & Engagement, we went hard designing a system that actually worked for nonprofits. Drawing on thirty years of experience serving this sector, our technology experts made Keystone a powerful, interoperable CRM whisperer that accelerates fundraising work. Get your team out of manual workarounds and back to doing what they do best.
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Raise more with less manual work

A toolbox with an open lid contains various tools, including two wrenches, three screwdrivers, and a hammer—each illustrated in black on an orange background—symbolizing the keystone Microsoft Dynamics core CRM build for nonprofits.

Leverage the Microsoft investment you already made

A toolbox with an open lid contains various tools, including two wrenches, three screwdrivers, and a hammer—each illustrated in black on an orange background—symbolizing the keystone Microsoft Dynamics core CRM build for nonprofits.

A real migration path, not a fresh start

A toolbox with an open lid contains various tools, including two wrenches, three screwdrivers, and a hammer—each illustrated in black on an orange background—symbolizing the keystone Microsoft Dynamics core CRM build for nonprofits.

Backed by experts and built for you

An operations center, not a database you grow out of again

An older man with gray hair and glasses uses a hammer and chisel to carve a white stone, creating dust. He wears a dark apron and a serious expression while working, embodying the dedication it takes to build a keystone Microsoft Dynamics core CRM for nonprofits from the ground up.
Heller Consulting’s Keystone Build turns your donor data into the insights your team can run fundraising on.

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