Nonprofit scenario: Grant management
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Fundraising efficiency
Value benefit
Cost savings
Employee experience
Using Copilot to improve grant management
1. Conduct market research
Search for relevant data sources such as industry reports, government statistics, and market analysis articles.
Business Chat1
Example prompt: Find and summarize recent reports on funding trends and donor preferences [in your area] and summarize findings.
2. Analyze data
Use Copilot in Excel to analyze donor preferences and generate insights.
Copilot in Excel
Example prompt: Create a PivotTable to summarize donor preferences by cause and average donation amount.
3. Draft proposal
Prompt Copilot in Word to create a grant proposal, incorporating key insights and data visualizations.
Copilot in Word
Example prompt: Create a three-page grant proposal for [your nonprofit’s project], including an executive summary, needs statement that references insights from /[PowerPoint presentation], project description, budget, and organization information.
4. Track grant milestones
Use Copilot in Word to create a standardized template for grantees to supply information such as project progress, milestones achieved, and financial reports.
Copilot in Word
Example prompt: Generate a standardized reporting template for grantees to provide updates on grant usage. Include sections for grantee information, financials, project progress, outcomes, challenges, future plans, and supporting documentation.
5. Generate tracking reports
Use Copilot in Power BI to create reports that visualize the number of successful grant applications, funding amounts, and other key metrics.
Copilot in Power BI
Example prompt: Generate a Power BI report that shows the number of successful grant applications, total funding received, and trends over time.
6. Automate data entry
Ask Copilot to write a macro that auto-populates Excel with grant data from CSV files.
Business Chat1
Example prompt: Create an Excel macro to copy data from CSV files in [location] into [Excel file] based on the column names. Then highlight any anomalies or outliers in the data.
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.
