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 CIO Main Street
CIO Main Street is a Computer, Network, and Information Technology Consulting company that brings Chief Information Officer services to Main Street America. At CIO Main Street, we speak Windows, we speak Mac, but best of all we speak Human!
We help organizations by asking a few questions. What do you want technology to do for you today? And what can you imagine it doing for you in the future? Notice that we do not say bits and bytes. Or hardware/software?
We offer qualified and professional service to our customers by helping them save time, reduce stress, and avoid frustration and we do this by LISTENING. It is said that “with two ears and one mouth use them proportionally you will do just fine” and that is what we do, we LISTEN to you and your people.
We help Design, Install, and Maintain the IT Network solutions that to run your business or non-profit by Keeping I.T. Simple.
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