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

Using Copilot for marketing campaign planning and design

Nonprofit organizations can use AI to help develop marketing plans from analyzing trends, to getting creative ideas, to creating catchy social media posts.

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.

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.