Modern fundraising with Copilot + Agents
Spending too much time updating systems instead of engaging donors can limit impact. This video shows how AI agents support fundraising by capturing updates, managing tasks, and keeping CRM data current after every interaction. Watch the video to learn how this approach improves efficiency and follow-through.
How can Copilot help fundraisers like Henry prepare for donor meetings?
For a fundraiser like Henry at Contoso Cares, Copilot helps turn a cluttered CRM into a practical planning tool.
Instead of manually digging through a “sea of data,” Henry can use Copilot to:
- Surface key donor details from the CRM
- Summarize past interactions and giving history
- Highlight potential interests or programs a donor might care about
This helps him walk into donor meetings better prepared, with clear talking points and context, without spending as much time updating or searching through records.
What are Copilot Agents and how do they streamline nonprofit work?
Copilot Agents are AI-powered helpers that can take on routine, repetitive tasks in a fundraiser’s day.
For someone like Henry, who spends a lot of time updating records in his CRM, Copilot Agents can:
- Automate parts of data entry and record updates
- Help organize and prioritize follow-ups
- Reduce manual steps in common workflows
By offloading these tasks, Copilot Agents free up more time for relationship-building and strategic work, helping fundraisers reshape how they manage their day-to-day activities.
Where can I build AI skills for social impact work?
You can build AI skills for social impact through the Microsoft AI Skills channel and the Skills for Social Impact initiative.
The Microsoft AI Skills channel offers:
- Tutorials for both AI beginners and more experienced users
- Expert insights and practical tips
- Ongoing content to help you build confidence using AI in your work
Skills for Social Impact focuses on expanding AI learning opportunities globally by sharing:
- Learning paths and resources
- Stories from practitioners
- Events that connect learners to AI skills
You can start exploring AI learning resources today at the AI Skills Navigator: https://aiskillsnavigator.microsoft.com/en-us.
Modern fundraising with Copilot + Agents
published by Lemington Consulting
Lemington Consulting is an international information technology (I.T.) consulting company specializing in I.T. managed services and I.T. consulting for dynamic businesses, non-profit, and government organizations. With over thirty-five years of professional experience in the all areas of information technology, Lemington brings a high level of expertise to your information technology assets. Our solutions help your organization to facilitate growth, compete more effectively, reduce costs, and work more efficiently. Regional offices in Atlanta, Dallas, Houston, Fairfax, Miami, Tampa, and Jacksonville.
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