Microsoft Cloud for Nonprofit

Unlock the power of your data

through intelligent and integrated
cloud solutions for the most
common nonprofit scenarios
Learn more about Microsoft Cloud for Nonprofit >

Microsoft Cloud for Nonprofit transforms Microsoft's industry-leading technology by connecting it to the most
common nonprofit scenarios. Built for fundraisers, volunteer managers, program managers, and other roles unique to
nonprofit organizations, these products address the sector’s most urgent challenges.

Microsoft Cloud for Nonprofit:

• Leverages the best of Microsoft Dynamics, Power Platform, Microsoft 365, Azure, and LinkedIn.
• Is built on the Nonprofit Common Data Model (CDM) to unify nonprofit data and connect technology across the
organization.
• Meets nonprofits where they are, addressing current needs and scaling as you need it.
• Works within a larger ecosystem of partners that extend the value of the CDM.

Know your donors and supporters

• Fundraising and Engagement
• Constituent marketing journeys

Secure donor &

Deliver effective programming program
• Volunteer Management participant data
• Volunteer Engagement
• Volunteer center
• Manage volunteers

Accelerate mission outcomes

• Program impact dashboard

Secure donor and program participant data

• Security Program for Nonprofits

Microsoft Tech for Social Impact | microsoft.com/nonprofits

 Know Your Donors and Supporters

Fundraising and Engagement is a Fundraising and Engagement includes:

constituent relationship management • Constituent and
(CRM) platform that modernizes donor and household management
constituent engagement to help • Opportunity management
organizations increase their mission impact. • Donation management
By standardizing data across disparate • Designation management
systems, teams get a holistic view of • Donor stewardship
constituents, donors, volunteers, and • Campaign, appeal, package, and
programs. Its donation and transaction marketing list management
management and payment gateway • Recurring gift management
integrations with Stripe, iATS, and Moneris • Payment processing
result in more seamless financial • Event management
reconciliation and reporting. • Constituent research powered by
LinkedIn Sales Navigator
Built on Dynamics 365 Sales, Fundraising • Reporting via views and
Fundraising and and Engagement is part of a purpose-built, embedded PowerBI templates
Engagement end-to-end CRM platform that powers • Transaction processing powered
prospect and moves management, by Azure
marketing planning and execution, and
business intelligence, and enables
nonprofits to drive greater transparency
and collaboration. It aligns constituent
management, insights, and reporting with
program delivery, finance, and operations
data.

Constituent marketing journeys, built on Constituent marketing journeys include:

Dynamics 365 Marketing and the Nonprofit • Pre-built campaign and
Common Data Model, enable nonprofit marketing segments for a variety of
marketing teams to personalize their givers including new donors, lapsed
outreach to donors and volunteers based donors, and donors who have never
on their history and interactions with your given a recurring gift
organization. • Pre-built segments for volunteers based
on participation history, preferences,
and qualifications including new and
lapsed volunteers
• Real-time customer journeys that
Constituent
automate and personalize outreach to
marketing donors and volunteers alike, including a
journeys* donor welcome series and a volunteer
welcome series
• Real-time email templates to quickly and
easily engage donors and volunteers
including thank you emails, newsletters,
and a recurring gift ask

Microsoft Tech for Social Impact | microsoft.com/nonprofits

 Deliver Effective Programming

Volunteer Management is a Power App Volunteer Management includes:

that helps nonprofit staff more efficiently • Engagement opportunity management
manage day-to-day operations to recruit, • Volunteer profile and history
onboard, and retain larger pools of • Qualifications and requirements
volunteers. This technology enables • Volunteer application and
volunteer managers to move from attendance tracking
Volunteer spreadsheets, documents, and systems built • Scheduling
Management for donors and program participants to • Messaging and communication
solutions designed for volunteers. • Task and activity tracking
• Dashboards
• Group management

Volunteer Engagement helps organizations Volunteer Engagement includes:

engage and retain more volunteers by • Engagement opportunity search
making it easier for volunteers to find and • Volunteer profile
apply for engagement opportunities that • Scheduling
match their skills, interests, and schedules. • Engagement summary
Built on the Microsoft Power Platform,
Volunteer this public-facing web portal interfaces with
Engagement the nonprofit's external-facing website and
Volunteer Management to facilitate the
flow of information between volunteers
and volunteer managers.

The Volunteer center SharePoint Volunteer center includes:

template can save volunteer managers time • Quick links for volunteers to access key
and improve the onboarding process for sites and resources both within and
volunteers by providing a central hub of key outside SharePoint
information. Built on the familiar Office 365 • Access to training and onboarding
platform, nonprofits can share information materials with links to SharePoint files
and resources with volunteers for training, and external sites
onboarding, upcoming events, and other • Newsfeed for surfacing announcements,
Volunteer important materials, enabling volunteers to event updates, and other important
better understand and engage with your information
center organization. • Yammer connector for building
volunteer community
• About us pages for volunteers to learn
about nonprofit and volunteer staff

The Manage volunteers Teams With the Manage volunteers Teams

template can increase productivity and template teams can use different
collaboration for staff that work with channels to:
volunteers by streamlining volunteer • Share volunteer and engagement
management activities. This Teams opportunity information with co-
template integrates with Volunteer workers
Manage Management and enables staff to manage • Organize and share onboarding and
documents and execute tasks in their frequently used documents
volunteers application of choice, across multiple • Make important team and event
devices. announcements

Microsoft Tech for Social Impact | microsoft.com/nonprofits

 Accelerate Mission Outcomes

The Program impact dashboard helps The Program impact dashboard enables
nonprofit fundraisers and program nonprofit teams to:
managers understand the impact of funds • Streamline the preparation of external
raised, programs delivered, and outcomes reports with overall summary numbers
achieved. It enables nonprofit staff to • Compare metrics across all
measure the results of their organization’s programs including funding, budgets,
impact so they can report to funders, apply and people served
for grants, and make informed, data-driven • Track performance over time with a view
Program decisions. of outcomes by month, year, and year-
impact dashboard* to-date
This PowerBI template interrelates • Track progress to key program
fundraising and program data in new and objectives and results
transformative ways to simplify reporting on • Break down silos between fundraising
program goals, outcomes, and impact. and program priorities by reporting on a
donor’s program impact

Secure Donor and Program Participant Data

Microsoft’s new Security Program for This comprehensive set of offerings enables
Nonprofits was created to help nonprofits to assess organizational risk,
organizations strengthen their security provide proactive monitoring and
posture and reduce the risk of cyberthreats. notification, and train staff on security
strategies. For more information, visit our
Security Program for Nonprofits page.

Support and training for Microsoft Cloud for Nonprofit

All Cloud for Nonprofit Plans Cloud for Nonprofit Standard Plans Only
Support via Microsoft Partners Technical Support
Partners can provide technical support to customers. 24/7 access to self help tools and reactive support
Nonprofits should talk to their Partner for more information. from a team of experts with integrated, specialized
industry knowledge.
Free Training
Specialized learning paths on Microsoft Learn will provide Advanced Training
fundraising and program delivery teams with the basics of how A monthly training series that includes technical
to use Microsoft Cloud for Nonprofit capabilities. topics, expert panel discussions, and live Q&A.

Get started with Contact us to learn about nonprofit

Microsoft Cloud for Nonprofit offers for your organization
Basic and Standard Plans available
Visit Microsoft.com/nonprofits
Submit an inquiry at aka.ms/nonprofits.contact
Learn more about pricing for the
Microsoft Cloud for Nonprofit at Follow us
aka.ms/MicrosoftCloudforNonprofitPricingDatasheet
@msftnonprofits
*Some capabilities available in Standard Plans only. facebook.com/msftnonprofits

Microsoft Tech for Social Impact | microsoft.com/nonprofits