The Journey of a Donation — Made Easy with Microsoft Tech

What happens to a donation behind the scenes?

Details

🗓️ Tuesday 30th September 2025

⏰10:00 - 17:00 BST

📍Microsoft Paddington, W2 6BD

Join Microsoft Elevate and FormusPro for a hands-on, practical event designed just for nonprofits.

We’ll explore one simple question... How can technology help your organisation do more with every penny raised?

Follow the Journey of a Donation

You’ll step into the world of a made-up charity and follow the full journey of a donation, from the moment it’s given to the impact it creates.

Along the way, we’ll show how Microsoft tools like Dynamics 365, Power Platform, Fabric and Copilot can:

Save your team time

Simplify day-to-day processes

🚀 Help you do more with less

Real Tools. Real Scenarios. No Jargon.

You’ll leave with practical ideas you can use straight away, whether you’re focused on volunteer onboarding, donor engagement, grant management or smarter reporting.

No tech speak. No sales pitch.
Just real-life insight into how technology can work for you.

*Please note, that registering for this event is registering your interest and doesn't guarantee you a place (but it probably will). You'll receive confirmation before the end of August if you are lucky enough to get a space. 

What to expect:

A step-by-step look at the full donation journey… volunteer to impact

Real-time demos baked into the story (not bolted on as slides)

Examples of automation and AI used quietly but powerfully to save time and costs

Data-driven reporting made simple with Power BI and other tools

How to start small with MVPs and build towards a complete solution

Transparent chat around costs… including how to reduce licensing fees

A chance to ask questions, network with peers and explore what’s possible

This won’t be your standard event.

It’s an immersive, story-led experience that brings digital transformation to life in a real NonProfit context.

You’ll see what’s possible using tools you might already have, or can easily access, and walk away with ideas you can put into action straight away.

Real Stories, Real Impact – Nonprofit Leaders Roundtable

We’ll also be hosting a live on-stage roundtable with leaders from some of the UK’s most well-known NonProfits.

They’ll share honest reflections on their digital journeys, what worked, what didn’t, and what they’d do differently next time.

What to expect:

🎯 Practical advice

💬 Open, lively discussion

🙋‍♀️ A chance to ask your own questions

It’s a rare chance to hear from peers who’ve been where you are, and are using tech to drive real, measurable change.

Meet your presenters

Pete Taylor

Business Central Practice Lead - FormusPro 

With years of experience leading the digital transformation of a wide range of organisations I'm now leading the charge to bring Business Central to the NonProfit sector to drive change for the future. 

Matt Hockaday 

Dynamics CE Practice Lead - FormusPro 

I am a highly enthusiastic and logical person with excellent customer facing communication skills and experience. A very fast learner with a natural ability to work effectively...

Thomas Cunningham 

Data & AI Practice Lead - FormusPro 

I have a wide range of experience spanning across the entire Microsoft stack. My primary focus is around data, AI and the importance of leveraging organisations data to allow them to make strategic business decisions. 

Agenda

Time Topic
10:00 - 10:30  Welcome & Refreshments 
10:30 - 10:45 Introduction & Agenda
10:45 - 12:15 From First Touch to Thank You: The Donor Journey
12:15 - 13:00  Lunch & Networking
13:00 - 14:00  Behind the Scenes: Making Donations Work
14:00 - 14:45  Grant Management, Gift Aid & WhatsApp Integration 
14:45 - 15:00  Break
15:00 - 15:30  Turning Data into Insights: Reporting That Works
15:30 - 16:15  Roundtable: Real Talk with Sector Leaders
16:15 - 16:45 Open Q&A
16:45 - 17:00  Wrap-up & What's Next
17:00 - Late Think, Drink and Network (Optional) 

If you have any further questions, we’re here to help. Just get in touch, we’d love to hear from you and are happy to answer anything you’re curious about.