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 prepare for donor meetings?
Copilot helps fundraisers turn a “sea of data” in the CRM into clear, usable insights before donor meetings. Instead of manually digging through records, you can ask Copilot to:
- Summarize a donor’s history, including past gifts and interactions.
- Highlight recent engagement or changes in giving patterns.
- Surface key talking points tailored to each donor.
For someone in a role like Henry Ross at Contoso Cares, this means less time clicking through multiple CRM screens and more time focusing on meaningful conversations with donors. Copilot essentially reimagines how you prepare: it turns raw data into concise briefings so you walk into meetings better informed and with clear next steps.
What are Copilot Agents and how do they streamline fundraising work?
Copilot Agents are AI-powered helpers that can take on routine, repetitive tasks in your fundraising workflow. For a nonprofit fundraiser, this can include:
- Updating donor records after meetings or calls.
- Drafting follow-up emails based on meeting notes.
- Organizing and prioritizing tasks in your CRM.
Instead of spending a large portion of your day on manual data entry, Copilot Agents help you automate those steps. This reshapes your daily work so you can focus more on building relationships and planning campaigns, while the agent handles much of the background administration.
Where can I build AI skills for social impact work?
The Microsoft AI Skills channel and the Skills for Social Impact initiative are designed to help you build practical AI skills, whether you’re just starting or already experienced.
Here’s what they offer:
- Tutorials and easy tips to help you build confidence using AI tools like Copilot.
- Expert insights that show how AI can reshape everyday tasks in roles like fundraising.
- Stories and events that connect learners to real-world AI applications in social impact work.
You can start learning AI today at aiskillsnavigator.microsoft.com/en-us, where you’ll find guided paths to develop AI skills that support your career and your organization’s mission.
Modern fundraising with Copilot + Agents
published by Metro MSP, LLC,
MetroMSP specializes in a wide range of services, including tailored IT services and solutions for small and medium businesses and their owners in Northern New Jersey. We are committed to providing each and every one of our clients with high quality service and support. Our unique IT team is incredibly friendly and can help you every step of the way in growing your business. We expertly combine our services in order to provide you with customized help and support so you only get what you need and what you want. Our innovative approach starts with a thorough investigation of what your company needs to succeed so that we can ensure a perfect fit with you and our services.
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