Posted by - March 27, 2025

Nonprofits often face the challenge of doing more with less. Limited budgets, small teams, and an overwhelming workload can make it difficult to focus on mission-driven activities. With Microsoft Copilot — an AI-powered assistant, nonprofits can shave time on tedious tasks and streamline operations.

Don’t know where to begin? We’ve compiled a quick and easy tutorial on how nonprofits can begin to use copilots to draft grant proposals.

Step 1: Research and Brainstorm Grant Opportunities

Start by collecting information on potential grants. Use Microsoft Edge with Copilot to summarize pages, extract key details from grant listings, and compile a list of opportunities in OneNote or Word.

Tip: Ask Copilot, “Summarize this grant’s eligibility criteria and deadline,” to quickly gather important details without sifting through lengthy documents.

Step 2: Drafting the Proposal

Open Word and begin a new grant proposal. Provide Copilot with a prompt like, “Create an outline for a nonprofit grant proposal focused on youth education.”

From there, you can refine each section. For example:

  • Executive Summary: “Draft an executive summary that highlights our nonprofit’s mission to provide after-school STEM programs for underserved youth.”
  • Statement of Need: “Generate a compelling problem statement explaining why our community needs this grant.”
  • Program Description: “Write a detailed description of our proposed project, emphasizing expected outcomes and measurable impact.”

Step 3: Enhancing with Data and Evidence

Nonprofits need data to strengthen their proposals. Copilot in Excel can help analyze existing data and present it clearly.

For instance, try: “Analyze our attendance data from the last two years and generate a chart showing growth trends.”

You can also prompt Copilot to suggest impactful ways to present statistics: “Suggest a sentence summarizing our 20% increase in student participation.”

Step 4: Crafting a Strong Budget

Budgets can make or break a proposal. Use Excel with Copilot to draft a detailed budget:

  • “Create a budget template for a $50,000 grant proposal, including categories for staff salaries, materials, and program expenses.”
  • “Calculate the total cost if we expand our program to 100 additional students.”

Step 5: Polishing and Proofreading

Before submitting, ensure your proposal is polished and professional. Ask Copilot in Word to:

  • “Rewrite this paragraph to sound more persuasive.”
  • “Check the tone of this proposal to ensure it’s compelling but professional.”
  • “Summarize the key points of this proposal for a one-page cover letter.”

Step 6: Managing Follow-Ups and Reports

Winning a grant isn’t the end — reporting on your progress is crucial. Use Copilot to:

  • “Draft a donor thank-you email that summarizes our program’s success.”
  • “Create a report template summarizing program milestones and financials.”

Final Thoughts

OptfinITy can help you harness new technology to streamline business processes. Reach out today at sales@optfinITy.com or 703-790-0400 ext. 503 for a complimentary consultation.

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