PowerWorker Engage (PwE) is the engagement platform designed to modernise how non-profits manage donors, insights, and giving programs. Built entirely on the Dynamics 365 and Power Platform ecosystem, PwE enables organisations to deliver frictionless giving experiences, maintain trusted and compliant donor data, and drive intelligent engagement through embedded automation and Microsoft Copilot. The platform’s direction is centred on enabling nonprofits to operate with confidence, scale with efficiency, and grow supporter value through connected, insight‑driven capabilities.
PowerWorker Engage Release | PowerWorker Engage Release | PowerWorker Engage Release | PowerWorker Engage Release | PowerWorker Engage Release |
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This release establishes core stability, accurate data management, and operational reliability across key fundraising processes. | This release focuses on reducing manual work, improving donor data integrity, and strengthening financial and operational precision | This release evolves PwE from automation into proactive intelligence, with embedded Microsoft Copilot experiences, and extends the platform into planned giving and online supporter engagement. | This release deepens donor relationships with major gift and planned giving tools, brings AI-assisted scoring into everyday fundraising, extends digital and peer-to-peer giving, and strengthens payments, designation, and privacy management. | This release advances proactive fundraising with embedded AI agents, gives supporters and legacy donors secure self-service, and enriches prospect insight, event, and marketing reporting. |
✅Partial Refund Enhancement | ✅ Donor enhancements: Address and Phone validation | Planned Giving — Bequest Opportunity pipeline & Automated Estate Administration lifecycle | Major gift moves management — guided cultivation stages (Identify, Cultivate, Solicit, Steward) | Custom Copilot prompts for fundraising |
✅ Multiple Refund Enhancement | ✅ Automated Stripe Reconciliation – eliminates manual matching of transactions ✅ Stripe Integration enhancement supporting: multi-channel integration, BECS direct debit and banking reconciliation | Planned Giving and Bequest lifecycle reporting | Fundraiser portfolios with ask and proposal tracking | Major Gifts Qualification Copilot agent |
✅ Update Gift Type and Payment Method on payment Schedule | ✅ Recurring payment enhancement; Pause, Upgrade/Downgrade recurring payment, Future Payment Schedule updates, Grace Period Protection | Major gift opportunity management | Sensitive and VIP donor flagging with role-based access | Wealth screening and prospect capacity ratings |
✅ Confirmation message before charging donor card/account | ✅ Enhancement in sending automated receipt feature | Copilot-generated donor summaries - Contact, Account and Household Snapshot summaries | AI-assisted donor likelihood scoring | Supporter self-service portal |
✅ Enhancement in Address Change for both Account and Contact | ✅ Improvements to donation importing | Donor churn risk alerts & Lapsed Donor Detection | PayPal payment gateway & Digital wallet payments (Apple Pay and Google Pay) | Legacy and estate donor portal with gift agreement capture |
✅ Enable Grant Management and Volunteer Management modules | ✅ Introduction of new scoring models; LAI and RFM | Online Donation Page (one-time and recurring) | Designation rollups and multi-fund allocation | Event registration and ticketing via the supporter portal |
✅ System Health Checker feature | Flexible Payment Schedules | Peer-to-peer fundraising (integrated) | Cross-channel marketing and event ROI reporting | |
✅ Enable Meta integration | Enhanced Payment Security (field-level token security) | Social and Facebook fundraising using PayPal Giving Fund | Volunteer-to-donor engagement insights | |
✅ Introduce ‘Ask PowerWorker’ (Copilot) | Microsoft Fundraising & Engagement transition readiness | Data access and deletion request handling | ||
✅ Power BI reports | ||||
Upcoming features are subject to change