PowerWorker Engage Roadmap

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.

✅Partial Refund Enhancement

✅ Donor enhancements: Address and Phone validation

Copilot-generated donor summaries

✅ Multiple Refund Enhancement

✅ Automated Stripe Reconciliation – eliminates manual matching of transactions

✅ Stripe Integration enhancement supporting: multi-channel integration, BECS direct debit and banking reconciliation

Donor churn risk alerts

✅ Update Gift Type and Payment Method on payment Schedule

✅ Recurring payment enhancement; Pause, Upgrade/Downgrade recurring payment, Future Payment Schedule updates, Grace Period Protection

Next‑best‑action recommendations

✅ Confirmation message before charging donor card/account

✅ Enhancement in sending automated receipt feature

Dynamic segmentation recommendations

✅ Enhancement in Address Change for both Account and Contact

✅ Improvements to donation importing

Improved Data Health Checker

✅ Enable Grant Management and Volunteer Management modules

✅ Introduction of new scoring models; LAI and RFM

Additional capabilities for Transactions

✅ System Health Checker feature

Gift Batch scanner

✅ Enable Meta integration

Designation plans for Payment Schedules, Commitments and Opportunities

✅ Introduce ‘Ask PowerWorker’ (Copilot)

Improved Gift Aid features

✅ Power BI reports

Configurable Donor Snapshot

Communication Templates (e.g. Thank you letters)

Donor Engagement Portal

Improved Campaign and Designation statistics

Action Plans for Account Managers