Microsoft Scenario Library Nonprofit Manage the donor pipeline

Available with: Microsoft 365 Copilot

Nonprofit scenario: Manage the donor pipeline

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Scenario

Creating personalize messages to donors can increase fundraising effectiveness and Copilot can help with everything from analyzing data to writing creative emails.

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.

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Copilot in Excel

Example prompt: Create a summary table showing total donations by donor for the past year.

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.