Supercharge your fundraising with AI Agents built for the Microsoft ecosystem
Start Your AI Journey TodayAI Agents built for Microsoft Copilot are the next generation of essential fundraising tools. They're the building blocks of safe, practical AI innovation within your Microsoft ecosystem – allowing your organization to solve bottlenecks and increase your productivity while carefully managing risks and costs, all within the familiar Microsoft 365 environment.
Each Microsoft Copilot AI Agent is designed to solve a specific fundraising challenge while building your team's confidence with AI technology within the Microsoft ecosystem. Start with one agent to prove the concept, then expand based on your success, all while leveraging your existing Microsoft 365 investment.
Get started with AI the right way within your Microsoft ecosystem. Our comprehensive package includes:
Limited availability for 2025. Start your AI journey with confidence within the Microsoft ecosystem.
Microsoft Copilot AI Fundraising Agents are designed to work seamlessly within your existing Microsoft ecosystem. They can be created as stand-alone tools or can be connected with your existing Microsoft platforms and services. They are highly flexible and can be tailored to your organization's needs and technology environment.
Whether you need a dedicated AI-powered app or want to enhance your current Microsoft systems, Microsoft Copilot AI Agents offer a flexible, secure, and scalable solution for nonprofit fundraising innovation within the Microsoft ecosystem.
Donor Reactivation Predictor
Are you wasting time and resources trying to reactivate all lapsed donors without knowing who's most likely to give again?
Use AI to inspect your lapsed donor data and identify patterns among those who have successfully reactivated. Built with Microsoft Copilot and Azure, this agent seamlessly integrates with your existing Microsoft ecosystem, automatically pulling data from Excel donor databases, SharePoint lists, and Dynamics 365, while providing insights directly in familiar Microsoft applications.
Donor Persona Builder
Are your donor segments feeling flat and lifeless, failing to capture the real people behind the data?
Transform your donor data into dynamic, actionable personas that bring your supporter segments to life. Powered by Microsoft Copilot, this agent creates rich persona profiles that automatically populate in PowerBI dashboards and Word templates, while leveraging Azure's advanced AI capabilities to identify meaningful patterns in donation frequency, gift sizes, preferred causes, digital engagement, and event attendance across your entire Microsoft data ecosystem.
Donor Segmentation Enhancer
Are your traditional donor segments missing important behavioral patterns that could improve your targeting?
Use Microsoft Copilot's AI-powered insights to analyze your entire donor data across Excel, SharePoint, and Dynamics 365, uncovering nuanced patterns and refining traditional segments with behavioral and engagement insights. Results automatically sync with your Microsoft applications, enabling instant segmentation in Outlook for targeted communications and PowerBI for performance tracking.
Email Appeal Optimizer
Are your email appeals falling flat, with declining response rates?
Analyze email appeal results using Microsoft Copilot's integration with Outlook and Microsoft 365 analytics. This agent leverages Azure's machine learning to improve campaign performance by optimizing content production directly in Word, refining audience targeting through seamless integration with your Microsoft contact database, and recommending optimal timing based on your organization's historical email patterns.
Social Donor Journey Mapper
Are you struggling to convert social media engagement into actual donations?
Built on Microsoft Copilot and Azure, this agent connects social media insights with your Microsoft ecosystem, automatically tracking supporter journeys from social platforms into your Dynamics 365 donor database. The AI identifies patterns in supporter behavior while integrating conversion data directly into PowerBI dashboards and Excel reports for comprehensive funnel analysis.
Landing Page Personalizer
Is your one-size-fits-all donation page failing to resonate with different types of supporters?
Optimize your donation page content using Microsoft Copilot's personalization capabilities powered by Azure AI. This agent analyzes visitor behavior and automatically generates personalized content recommendations that integrate with Microsoft's web development tools, while connecting donation data directly to your Excel databases and PowerBI analytics for real-time performance tracking.
Event ROI Optimizer
Are you unsure which elements of your events really drive fundraising success?
Analyzes historical event data using Microsoft Copilot's advanced analytics, pulling information from Excel spreadsheets, SharePoint event files, and Outlook calendar data. Azure's machine learning capabilities identify success patterns while automatically generating actionable insights in PowerBI dashboards and Word reports, streamlining your event planning process within the familiar Microsoft environment.
Supporter Services ChatBot
Is your team overwhelmed with routine donor questions, especially during office hours?
Enhances donor service with a Microsoft Copilot-powered chatbot that integrates seamlessly with your organization's Microsoft ecosystem. The AI assistant accesses donor information from Dynamics 365, pulls FAQ content from SharePoint, and can escalate conversations directly to staff through Microsoft Teams, providing 24/7 support while maintaining full integration with your existing Microsoft workflows.
Tailored AI Agent
What are your top fundraising challenges?
We'll develop a custom AI agent using Microsoft Copilot and Azure specifically for your organization's unique needs. By building within the Microsoft ecosystem, your custom solution will seamlessly integrate with your existing Microsoft 365 applications, automatically sync data across platforms, and provide insights through familiar interfaces like PowerBI, Excel, and Teams. Whether you need deeper donor insights, workflow optimization, or innovative engagement strategies, we'll create a targeted solution that maximizes your Microsoft investment:
An AI-powered web tool or dashboard providing content services, data insights, and expert recommendations, built on Microsoft Copilot and integrated with your Microsoft 365 environment.
Additional AI-powered features such as live data feeds, predictive modeling, task automation, document processing, custom content generation or reporting, all leveraging Microsoft Copilot and Azure services. Great for boosting fundraising team productivity within the Microsoft ecosystem.
Complex AI Agent combining multi-channel, multi-system data automation, large-scale data or document processing, predictive modeling, customized content workflows, user authentication, and/or data systems integrations, all built on Microsoft Copilot and Azure. Suitable for scaling up AI solutions for your organization within the Microsoft ecosystem.
Having established practices for using AI is an essential element to develop along with your emerging AI toolsets and practices. Our AI Pilot Startup Package includes a comprehensive AI Policy & Practices Review to help you create a framework for responsible AI use that aligns with your organization's values and compliance requirements, specifically tailored for Microsoft Copilot integration. This includes guidelines for data privacy, ethical AI usage, and clear protocols for human oversight within the Microsoft ecosystem.
We take data security seriously in all our Microsoft Copilot AI Agents. Each agent follows strict data governance protocols, including data anonymization and privacy compliance standards, all built on Microsoft's enterprise-grade security infrastructure. Our AI Pilot Startup Package includes a thorough Risk Assessment & Mitigation Plan to ensure all data handling meets your organization's security requirements and industry regulations within the Microsoft environment.
All Microsoft Copilot AI agents include human oversight and validation processes. AI Agents work within your existing content review and approval controls - nothing goes live without your team's explicit approval. Our Best Practices Implementation Guide ensures you have the right safeguards in place, including content approval workflows, performance monitoring, and error detection systems, all integrated with your Microsoft 365 environment. Your team maintains control and can adjust or override any AI suggestions that don't align with your fundraising strategy.
No specialized technical expertise is required. Our AI Pilot Startup Package includes comprehensive Team Training & Support to ensure your team can effectively use the Microsoft Copilot AI tools while focusing on what they do best – building donor relationships. We provide user-friendly interfaces, intuitive dashboards, and ongoing support to make AI adoption smooth and successful within your familiar Microsoft 365 environment.
No – AI is designed to enhance, not replace, your fundraising team. These Microsoft Copilot agents help automate routine tasks and provide insights, freeing up your staff to focus on building meaningful donor relationships and strategic activities that require human touch. Our AI Pilot Startup Package ensures your team is properly trained to leverage Microsoft Copilot AI as a powerful tool for their success within the Microsoft ecosystem.
ROI varies by agent type and organization, but we focus on measurable outcomes. Each Microsoft Copilot AI agent includes clear success metrics and benchmarks, with reporting through familiar Microsoft tools like PowerBI and Excel. Our AI Pilot Startup Package helps you select the right agent for your specific needs and includes a detailed implementation roadmap to ensure you achieve your desired outcomes within the Microsoft ecosystem.
Most organizations see initial results within 4-6 weeks, with full optimization by week 8-16. Our AI Pilot Startup Package includes a phased implementation approach, starting with quick wins that demonstrate immediate value within your Microsoft environment. We provide regular progress updates and performance metrics throughout the process, all accessible through your Microsoft 365 applications.
Our AI Pilot Startup Package includes a detailed assessment of your current fundraising challenges and goals, with specific consideration for your Microsoft 365 environment and existing workflows. Based on your priorities, budget, and readiness, we'll recommend the most suitable Microsoft Copilot AI agent program and help you implement it effectively. We can also customize agents to address your specific needs and circumstances while maximizing your existing Microsoft investment.
No – our AI Pilot Startup Package is designed to integrate smoothly with your existing Microsoft operations. We start with a single workflow or process, allowing you to test and validate the Microsoft Copilot AI solution in a controlled environment. The package includes a comprehensive implementation plan that minimizes disruption while maximizing results, all within your familiar Microsoft 365 ecosystem.
Our AI Pilot Startup Package includes comprehensive support throughout the entire process, with specific expertise in Microsoft Copilot and Azure integration. You'll receive regular check-ins, technical support, and training for your team. We provide documentation, best practices, and hands-on guidance to ensure your team can effectively use and evaluate the Microsoft Copilot AI tools. Our support continues well beyond the initial implementation to ensure your long-term success within the Microsoft ecosystem.
Yes! AI Fundraising Agents can be integrated with your Microsoft 365 environment, including Microsoft Copilot. This allows your team to leverage AI-powered tools directly within familiar Microsoft apps like Outlook, Word, Excel, and Teams, as well as automate workflows and enhance productivity with Copilot's advanced features. Our Microsoft Copilot AI Agents are specifically designed to work seamlessly within this ecosystem.
Absolutely. AI Fundraising Agents can be securely configured to connect to your SharePoint servers and document libraries. All integrations follow strict security and compliance protocols, ensuring that your data remains protected while enabling AI-powered document management, search, and automation within your Microsoft 365 environment. Our Microsoft Copilot AI Agents leverage Microsoft's enterprise-grade security infrastructure.
Microsoft Copilot licensing is separate from our AI Agent services. However, our AI Pilot Startup Package includes guidance on Microsoft Copilot licensing options and can help you determine the most cost-effective approach for your organization. We can also develop AI Agents that work with your existing Microsoft 365 licenses while preparing you for future Copilot adoption.
Our Microsoft Copilot AI Agents are designed to enhance your existing Microsoft 365 workflows rather than replace them. They can automatically pull data from Excel spreadsheets, analyze documents in SharePoint, generate insights in PowerBI, and trigger actions in Teams and Outlook. The integration is seamless, allowing your team to continue using familiar Microsoft applications while gaining powerful AI capabilities.
