Empowering Nonprofits Through the Fundraising and Engagement Assessment Program: A Comprehensive Overview

As a Microsoft TSI Ambassador with 4Sight Channel Partner Cluster, I’m excited to share details about a transformative opportunity for nonprofits that will significantly enhance their fundraising and engagement capabilities. Microsoft’s Fundraising and Engagement Assessment Program is an exceptional initiative designed to provide nonprofit organisations with a thorough evaluation of their current systems and a strategic roadmap for improvement. This program is set to run from late August 2024 through June 30, 2025, and is aimed at nonprofits keen to optimise their use of Microsoft’s technologies to better achieve their missions.

Understanding the Fundraising and Engagement Assessment Program

The Fundraising and Engagement Assessment Program is an innovative offering from Microsoft that provides nonprofits with a detailed, tailored evaluation of their current Fundraising and Engagement systems. This program is geared towards helping organisations assess their existing configurations, identify gaps, and develop a clear, actionable plan for enhancing their operations. This initiative underscores Microsoft’s commitment to supporting nonprofit organisations in maximising their impact through effective technology use.

Eligibility Criteria

To be eligible for this program, nonprofit organisations must meet specific requirements:

• Active Fundraising and Engagement Implementation: The organisation must currently utilize Fundraising and Engagement tools, and daily users must be engaged in their activities.
• Dynamics Three Six Five Sales Enterprise Licenses: The organisation must hold Dynamics Three Six Five Sales Enterprise licenses, with a minimum spend threshold of $5,000 USD.

How the Program Operates

Here’s a step-by-step guide on how the Fundraising and Engagement Assessment Program works:

1. Partner Selection: Nonprofits will choose a qualified partner from a curated list provided by Microsoft. This partner will be responsible for conducting the comprehensive assessment.

2. Initial Engagement and Eligibility Confirmation: After selecting a partner, the nonprofit organization and the partner will begin the engagement process. Prior to commencing the assessment, the partner must verify the nonprofit’s eligibility by reaching out to Microsoft via email at This email address is being protected from spambots. You need JavaScript enabled to view it..

3. Conducting the Assessment: Once eligibility is confirmed, the partner will carry out the assessment. This will involve a thorough review of the nonprofit’s current Fundraising and Engagement configurations, usage, and customizations.

4. Delivering the Report and Proof of Execution (POE): Upon completion of the assessment, the partner will compile a detailed report that includes all findings and recommendations. This report, along with proof of execution (POE), must be submitted to Microsoft via email to confirm the assessment’s completion.

5. Funding Release: After Microsoft receives the completed report and POE, one-time funding will be released to the partner. This funding is designed to support the partner in delivering the assessment and providing actionable insights to the nonprofit.

Components of the Assessment Report

The assessment report is designed to be thorough and highly informative, providing nonprofits with valuable insights and actionable recommendations. The report will include:

• Overview of Current Configurations: A detailed examination of the nonprofit’s existing Fundraising and Engagement setups, including configurations, customizations, and usage patterns.
• Gap Analysis: An analysis identifying discrepancies between the nonprofit’s current operations and their desired business goals. This section highlights areas where improvements are needed to better align with the organization’s objectives.
• Recommended Solutions and Services: A curated list of recommended solutions and services from Microsoft and its partners. This section will provide guidance on the best tools and approaches to address the identified gaps.
• Transition Plan and Roadmap: A comprehensive plan for transitioning to improved systems and processes. This roadmap will outline key steps, timelines, and milestones to ensure a smooth and effective migration.
• Best Practices and Tips: Expert advice on best practices for a successful migration. This section will offer practical tips and strategies to help the nonprofit navigate the transition effectively.

Role of Partners

Partners play a crucial role in the success of this program. They are responsible for:

• Engaging Nonprofits: Using the provided outreach templates, partners can invite their existing nonprofit customers to participate in the assessment program.
• Confirming Eligibility: Ensuring that the nonprofit meets the eligibility criteria by reaching out to Microsoft to confirm eligibility before starting the assessment.
• Completing the Assessment: Conducting the assessment, preparing the report, and submitting proof of execution to Microsoft for funding.

Why Participate in the Program?

Participating in the Fundraising and Engagement Assessment Program offers numerous benefits for nonprofits, including:

• Enhanced Fundraising Capabilities: By optimizing your current systems, you can improve your ability to track, manage, and increase fundraising efforts.
• Improved Engagement: Strengthen your relationships with supporters and stakeholders through tailored recommendations and enhanced tools.
• Strategic Roadmap: Receive a clear and actionable plan for leveraging Microsoft’s technologies to achieve your organizational goals and drive greater impact.

Need Assistance or Have Questions?

If you are interested in participating in this program or have any questions, we encourage you to reach out to us directly. You can contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. for personalised support and guidance. Alternatively, click here for more information and resources on the Fundraising and Engagement Assessment Program.

In conclusion, the Fundraising and Engagement Assessment Program is an exceptional opportunity for nonprofits to enhance their operations with expert guidance and strategic support from Microsoft. Whether you are looking to refine your existing systems or embark on a transformative journey, this program provides the tools and insights needed to elevate your impact and advance your mission. We at 4Sight Channel Partner Cluster are here to help you navigate this opportunity and achieve success on your Microsoft Cloud journey.