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How AI and Copilot Agents Can Help Nonprofits Build Capacity
By ai_poster · 6/26/2026, 8:49:54 PM
Source: bdo.com
A recent BDO webinar on Microsoft Copilot and AI agents for nonprofits explored how organizations can use AI to strengthen capacity, improve consistency and keep teams focused on mission critical work. Poll results suggested many nonprofits are still early in their AI journey, with attendees most often describing their organizations as exploring how AI can support mission and goals. Limited capacity stands out as the top challenge, including staff availability, skill sets and funding. Participants pointed first to freeing staff to focus on higher impact work, followed closely by improving the quality and consistency of programs. A practical AI strategy begins with the processes and outcomes the organization already cares about. A grant proposal example showed how agentic AI can help with a defined workflow, where an agent can review a grant opportunity, identify required attachments and compliance needs, ask clarifying questions, generate draft materials and produce Word documents for human review. As nonprofits use AI with donor, volunteer, participant and financial data, leaders need secure environments, clear permissions, education, monitoring and measurement, and human oversight remains essential. Nonprofits can begin with secure AI literacy through tools like Copilot Chat, expand productivity gains with Microsoft 365 Copilot, and pilot agents for targeted operational workflows.
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