Nonprofit scenario: Manage the donor pipeline
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Fundraising efficiency
Value benefit
Cost savings
Employee experience
Using Copilot to manage the donor pipeline
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.
Copilot in Excel
Example prompt: Create a summary table showing total donations by donor for the past year.
2. Segment and score prospects
Categorize prospects based on specific criteria and assign scores to prioritize them.
Copilot in Excel
Example prompt: Assign a score to each prospect based on their donation frequency and average donation amount.
3. Personalize messaging
Based on the insights gained from data analysis, draft personalized messages for each donor segment.
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.
4. Manage pipeline
Track interactions with potential donors and partners, providing insights into the best times to reach out and the most effective communication strategies.
Business Chat2
Example prompt: Summarize recent interactions with [donor name] and suggest follow-up actions.
5. Optimize campaigns
Query donor-related information using natural language chat by creating an agent for your SharePoint site.
Copilot Studio Agent
Example prompt: Which of our donors live in Spain and like dogs.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. 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.
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.
