Microsoft 365 for
UK charities.
Microsoft gives UK charities significant pricing concessions and a serious technology stack. Most charities use neither well. We help charity sector clients access the non-profit pricing, set up the Microsoft estate properly within the budget that fits, and build the workflows that get more programme delivered without more headcount.
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What we build for
UK charities.
Charities operate inside a specific frame: restricted funding, high accountability to donors and trustees, programme delivery as the core mission, and a real ethical responsibility to not spend more on overheads than necessary. The Microsoft work reflects that.
Donor management and stewardship workflows
Most charities run their donor database in a CRM (Salesforce Nonprofit Cloud, Beacon, Donorfy, ThankQ, Microsoft Dynamics for Non-profit). Our work is the surround: thank-you letter automation, donor stewardship journeys, event invitations, integration between the CRM and the operational estate.
Volunteer onboarding and management
Volunteers are the workforce of most charities; onboarding has to be fast, light-touch, compliant (DBS checks, safeguarding training), and welcoming. Power Apps for volunteer applications, Power Automate for the workflows, SharePoint as the volunteer resource hub.
Programme outcomes reporting
Charities have to evidence the difference they make: outputs, outcomes, impact. Power BI dashboards combining programme data, beneficiary data (handled appropriately), and financial data. The report trustees see at every board.
Secure communications and document control
Charities handle confidential information (beneficiary records, safeguarding cases, donor confidentiality) without corporate IT budgets. We configure the M365 capability already in non-profit licensing: sensitivity labels, DLP, conditional access, audit logging.
The standards and regulators that
shape this work.
Charity Commission / OSCR / CCNI
Annual reporting, SORP for charity accounts, trustees' annual report, public benefit reporting.
Gift Aid
HMRC requirements for claim documentation and donor declarations, built into the workflows.
GDPR + Fundraising Regulator
Donor, supporter, beneficiary, and volunteer data — including specific fundraising regulation considerations.
Safeguarding
Duty of care to beneficiaries, DBS screening where relevant, case management discipline, Charity Commission expectations.
PECR
Electronic communications consent for fundraising and supporter engagement.
Fixed-price packs that
fit this sector.
The Cloudbliss services that
fit this sector.
We'd been told we needed a £35k CRM. Cloudbliss showed us we already had it inside our donated Microsoft licences and built it in three weeks.
Things sector leaders
actually ask.
Registered UK charities qualify through TechSoup verification. The process needs the Charity Commission registration documentation, the charity's mission statement, and confirmation of the legal status. The verification takes one to four weeks. We help charities through this if they have not already done it.
No. Salesforce Nonprofit Cloud does the donor CRM work better than Microsoft alternatives for most charities of any scale. We integrate with it. The Microsoft work is the operational surround: volunteer management, programme delivery workflows, internal collaboration, document control.
With care. We typically use M365 guest access for occasional volunteers (zero licence cost), Microsoft 365 Apps for Non-profit for regular volunteers, and Business Premium for Non-profit for staff. Conditional access policies enforce the distinction.
Yes, with appropriate governance. The Copilot Readiness Assessment and Starter Pack work for charities just as for commercial firms; the governance policy includes specific fundraising regulation considerations (no AI-generated content that could mislead donors, transparency where it matters, appropriate review).
This is the area where the Microsoft 365 configuration matters most for charities. Sensitivity labels for case files, conditional access to limit who can access safeguarding content, retention policies aligned to your safeguarding policy, audit logging that supports incident investigation. The Secure-by-Design Pack scaled for charities handles this.