Microsoft Scenario Library Nonprofit Marketing campaign planning and design

Available with: Microsoft 365 Copilot

Nonprofit scenario: Marketing campaign planning and design

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Scenario

Get creative to raise more money

1. Analyze and forecast trends

Analyze donation trends and forecast the best times to approach donors. Segment donors based on their giving history, frequency, and amount.

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Copilot in Excel

Example prompt: Create a table of donations by month.

Visualize average funding amounts and suggest the ideal donation request amounts based on past donor behavior and demographic data.

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Copilot in Excel

Example prompt: Use historical donor data to generate a line graph for donation amounts over time.

Use Copilot in Outlook to draft tailored emails to potential donors that request the identified ideal donation amount.

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Copilot in Outlook

Example prompt: Draft an email that will be sent to [potential donor’s name], outlining the new campaign and including the benefits of the campaign and benefits for the donor using the /[marketing campaign plan.docx].

Gather valuable information about potential donors who you may not have a pre-existing relationship with, including their funding preferences and behaviors.

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Microsoft 365 Copilot Chat1

Example prompt: Identify potential donors who have shown a propensity to fund programs or causes similar to those of our nonprofit organization. Provide insights into their giving patterns, preferences, and any relevant demographic information.

Create tailored social posts to publish on each of your communication channels to drive engagement with potential donors.

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Microsoft 365 Copilot Chat2

Example prompt: Create six social media posts based on /[market research document]. The posts should highlight key insights and trends relevant to our nonprofit’s mission and programs. Each post should be engaging, informative, and tailored to our target audience.​

Evaluate reception to campaign and prompt Copilot to revise messaging according to relevant developments.

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Microsoft 365 Copilot Chat2

Example prompt: Revise these social media posts to incorporate new developments in the area, including.

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.