What You'll See in the Demo
In just under four minutes, you'll watch the agent:
Demo: Fundraising Intelligence Agent
See how your non-profit can turn donor and campaign data into smarter fundraising decisions
Your fundraising systems, CRM, campaign tools, and finance data hold the answers to your hardest questions. Which campaigns actually worked? Why did the last appeal underperform? Who should we target next? The problem isn't that the data is missing. It's that the data is locked behind technical query languages, siloed across platforms, and inaccessible to the very people who need it most.
HSO's Fundraising Intelligence Agent, built on Microsoft Copilot Studio and Microsoft Fabric, gives your team a way in. It connects securely to a unified view of your organizational data and turns everyday questions into precise answers in seconds, right inside Microsoft Teams and Microsoft 365 Copilot. No SQL. No tickets to IT. No waiting on a report that arrives a week after the decision needed to be made. And because it works with the CRM and fundraising platforms you already use (Raiser's Edge, Salesforce Nonprofit Cloud, Microsoft Dynamics 365, Bloomerang, DonorPerfect, and others), there's no rip and replace required to get started.
More than Answers: Real Decision Support
Retrieval is only the starting point. The agent analyzes why top campaigns succeeded, surfacing patterns like multi-channel outreach, matched giving, and audience fit, then drafts tailored strategies for your next appeal complete with core messaging and recommended tactics. It does the same for underperformers, giving you an honest look at where campaigns fell short so your team stops repeating costly patterns.
It also takes on the heavy lifting of document work. Upload a blank case for support PDF, share a link to a live webpage or internal source, and the agent merges external context with your template automatically, turning hours of manual drafting into minutes of review. When it's time to plan outreach, ask the agent to build a donor segmentation strategy and it constructs distinct personas, from major gift supporters to new online donors, mapped to the fields already in your data.
Retrieve top performing campaigns from a unified Fabric data view
Analyze why a campaign succeeded and draft a strategy for the next one
Diagnose underperformers with honest, data-grounded insights
Auto-fill a case for support PDF using content pulled from a live webpage
Build a donor segmentation strategy from your existing data
Operate natively inside Microsoft Teams and M365 Copilot, with nothing new for your team to learn
Watch the Demo
Built for Non-Profits
The agent is designed for the realities of non-profit work: lean teams, tight budgets, and constant pressure to do more with less. It scales as your adoption grows, with no rebuild required, and meets your team where they already work, whether they're a development director chasing faster answers, a campaign manager drowning in performance data, or an executive looking for a clear line from data to decisions.
That's not just a productivity gain. That's a mission multiplier.
Limited Time: Microsoft Fabric Data & AI Workshop for Non-Profits
Unify your non-profit's fragmented data, streamline reporting, and prepare for AI with a Microsoft-funded workshop led by HSO's data and AI specialists — available only through June 30, 2026. In this collaborative engagement, your team will explore opportunities in your current data landscape, see Microsoft Fabric in action with non-profit-relevant examples, and walk away with a practical roadmap for a modern, mission-driven data strategy. Request your workshop before the June 30, 2026 deadline.
Questions? Contact Us
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