The Intelligent Fundraiser: Balancing Technology and Human Connection

Fundraising teams are all working hard to achieve the same balance – engaging more supporters, building deeper relationships, and maximising fundraising; all without increasing the administrative or financial burden.

For many nonprofits and higher education institutions, valuable supporter insights are spread across emails, meetings, spreadsheets, and disconnected systems. The information exists, but turning it into meaningful action remains a challenge.

Join Kerv for an interactive webinar exploring how Microsoft Dynamics 365 Sales, Copilot, and new OOTB Microsoft Sales Agents can help fundraising teams build deep supporter relationships at scale.

We’ll demonstrate how organisations can use relationship intelligence, AI-assisted fundraising, supporter network mapping, forecasting, and automated engagement journeys to identify opportunities, prioritise activity, and nurture gifts from prospect through to commitment.

We’ll also explore Microsoft’s out-of-the-box AI agents, including the Sales Research Agent, Sales Qualification Agent, Opportunity Agent and Close Agent. From researching prospects and identifying opportunities, to recommending next actions and helping move opportunities forward, these AI agents have the potential to become a valuable digital assistant for fundraising and donor engagement teams.

Whether you’re focused on major giving, regular giving, alumni engagement or supporter stewardship, you’ll discover how Microsoft’s latest CRM and AI capabilities can help your team work smarter – enabling fundraisers to focus on cultivating meaningful connections and securing greater fundraising outcomes.

Why Attend

• Discover how AI and Copilot can help fundraisers prepare for meetings, uncover insights and reduce administration.
• See how Microsoft AI Agents can support prospect research, qualification, opportunity management and pipeline progression.
• Learn how Sales Accelerator helps teams prioritise the right supporters and next best actions.
• Understand how relationship intelligence provides a complete view of supporter engagement, influence and network connections.
• Explore supporter hierarchy and relationship visualisations that help identify warm introductions and key stakeholders.
• See how forecasting, opportunity scoring and AI-powered insights can support more effective fundraising outcomes.
• Discover how Outlook, Teams and Dynamics 365 work together to create a connected fundraiser experience.

Learn how Dynamics 365, Copilot and Microsoft’s new AI Agents are helping to create a new iteration of intelligent CRM – acting as a digital team alongside your fundraisers to uncover opportunities, recommend next actions and reduce administrative effort, while keeping people at the heart of every supporter relationship and mission-driven outcome.