---
title: "PowerWorker Engage Roadmap"
slug: "powerworkerengage-roadmap"
updated: 2026-10-28T02:26:40Z
published: 2026-10-28T02:26:40Z
canonical: "docs.powerworker.com/powerworkerengage-roadmap"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.powerworker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# PowerWorker Engage Roadmap

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 Foundation – Operational Control (v1.0) *(Released Jun 2025)* | #### PowerWorker Engage Release Automation & Data Quality (v2.0) *(Released Apr 2026)* | #### PowerWorker Engage Release Intelligent Engagement (v3.0) *UPCOMING (Release Oct 2026)* | #### PowerWorker Engage Release Intelligent Engagement (v4.0) *(Release April 2027)* | #### PowerWorker Engage Release Intelligent Engagement (v4.1) *(Release Oct 2027)* |
| --- | --- | --- | --- | --- |
| ***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 |  |  |  |
|  |  |  |  |  |

> [!CAUTION]
> Upcoming features are subject to change