Microsoft Scenario Library Nonprofit Manage the donor pipeline

Available with: Microsoft 365 Copilot

Nonprofit scenario: Manage the donor pipeline

Back to Nonprofit Scenarios Download scenario guide

Scenario

Use Copilot to engage with donors

1. Identify trends and patterns

Leverage Copilot in Excel to analyze data. Import data from various sources to identify trends and patterns in donor behavior, helping to pinpoint potential prospects.

Excel icon

Copilot in Excel

Example prompt: Create a summary table showing total donations by donor for the past year.

Categorize prospects based on specific criteria and assign scores to prioritize them.

Excel icon

Copilot in Excel

Example prompt: Assign a score to each prospect based on their donation frequency and average donation amount.

Based on the insights gained from data analysis, draft personalized messages for each donor segment.

Outlook icon

Copilot in Outlook

Example prompt: Write an email message using a warm tone thanking the donor for making more than $1,000 in donations last year.

Track interactions with potential donors and partners, providing insights into the best times to reach out and the most effective communication strategies.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Example prompt: Summarize recent interactions with [donor name] and suggest follow-up actions.

Query donor-related information using natural language chat by creating an agent for your SharePoint site.

Copilot Studio icon

Copilot Studio Agent

Example prompt: Which of our donors live in Spain and like dogs.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve expense ratios

The administrative expense ratio measures the percentage of an organization’s expenses that are being allocated to administrative costs. This helps measure the direct impact of a charity’s program relative to the cost required to run it to help donors identify high-impact charities.

How Microsoft Copilot can help increase volunteer retention

Measure the organization’s success with reducing attrition and increasing repeat volunteerism.

How Microsoft Copilot can help improve program impact

Define a program’s theory of change, monitoring and evaluation goals, and deliver impact faster.

How Microsoft Copilot can help improve fundraising ROI

Fundraising ROI is the ratio of net funds raised divided by fundraising costs.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.