A practical executive briefing for nonprofit organisations evaluating their next steps following the Microsoft Fundraising & Engagement end-of-life announcement.
Microsoft Fundraising & Engagement is approaching end of life, requiring many nonprofit organisations to reassess their fundraising technology strategy.
Join Microsoft and Velrada for a practical executive briefing on what the announcement means, the risks of delaying action, and how organisations can plan their path forward with confidence.
During this session, we’ll explore the options available, what modern fundraising platforms should deliver, and the key considerations for building a future-ready donor engagement strategy.
What You'll Learn
- What the Fundraising & Engagement end-of-life announcement means for your organisation
- The risks and implications of remaining on unsupported technology
- The options organisations are considering as they plan their next steps
- How to assess readiness, migration complexity and future platform requirements
- Practical steps to begin planning your roadmap forward
Who Should Attend?
- CEOs, CIOs, COOs and Executive Leaders
- Fundraising and Advancement Directors
- Donor Engagement and Development Managers
- CRM and Digital Transformation Leaders
- Technology, Data and Applications Teams
- Nonprofit organisations currently using Microsoft Fundraising & Engagement
Who You’ll Hear From
Roman Antchik
General Manager Healthcare & Non-Profit
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Roman Antchik is General Manager, Healthcare & Non-Profit at Velrada, helping mission-driven organisations harness technology to improve outcomes, deepen engagement, and scale their impact. He brings extensive experience in digital transformation across the not-for-profit and healthcare sectors, with a focus on delivering practical solutions that support communities and drive meaningful change
Scott Lucas
D365 CE Technical Lead
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Scott Lucas is a Dynamics 365 technical leader at Velrada with extensive experience delivering customer engagement and business process solutions. He is passionate about helping not-for-profits use technology to better connect with stakeholders, improve service delivery, and increase their impact.
Jaime Gray
Business Development Manager
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Jaime Gray is a Business Development Manager at Velrada, focused on building trusted partnerships and helping organisations achieve their goals through technology. She brings a strong background in relationship management, governance, and purpose-led growth, with a passion for creating positive outcomes for communities and the people they serve.
Agenda for the Day
Welcome & Fundraising & Engagement End of Life Update
- Microsoft overview
- What you need to know
Understanding the Risks of Staying Put
- Supportability considerations
- Technical debt and complexity
- Innovation limitations
- Future AI and platform readiness
Evaluating Your Options
- Remaining on your current platform
- Rebuilding or custom approaches
- Moving to a modern fundraising platform aligned with Microsoft technologies
What Modern Fundraising Platforms Should Deliver
- Donor engagement
- Fundraising operations
- Payments and reconciliation
- Reporting and insights
- AI readiness
- Microsoft integration
Next Steps
- Exit planning considerations
- Risk review
- Migration readiness
- Modernisation roadmap
Exclusive Attendee Offer
Attendees will have priority access to a limited number of complimentary Exit Planning Assessments designed to help organisations understand migration risks, future platform options and readiness requirements.
The assessment includes:
- Platform risk review
- Current-state assessment
- Migration considerations
- Future-state recommendations
- High-level roadmap
Who You’ll Hear From
Roman Antchik
General Manager Healthcare & Non-Profit
Read bio
Roman Antchik is General Manager, Healthcare & Non-Profit at Velrada, helping mission-driven organisations harness technology to improve outcomes, deepen engagement, and scale their impact. He brings extensive experience in digital transformation across the not-for-profit and healthcare sectors, with a focus on delivering practical solutions that support communities and drive meaningful change
Scott Lucas
D365 CE Technical Lead
Read bio
Scott Lucas is a Dynamics 365 technical leader at Velrada with extensive experience delivering customer engagement and business process solutions. He is passionate about helping not-for-profits use technology to better connect with stakeholders, improve service delivery, and increase their impact.
Jaime Gray
Business Development Manager
Read bio
Jaime Gray is a Business Development Manager at Velrada, focused on building trusted partnerships and helping organisations achieve their goals through technology. She brings a strong background in relationship management, governance, and purpose-led growth, with a passion for creating positive outcomes for communities and the people they serve.