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What the Microsoft Fundraising and Engagement Retirement Means for Nonprofits is now a board-level issue, not just an IT update. If your nonprofit depends on F&E for donors, gifts, campaigns, events or reporting, you need a clear Microsoft Fundraising & Engagement Migration.
Nonprofits using F&E must plan a CRM move before Dec. 31, 2026, protect donor history, rebuild reports, train staff and avoid a rushed year-end cutover.
Microsoft confirms that Fundraising and Engagement is being retired and support will end at 11:59 PM Pacific Time on December 31, 2026. Microsoft also describes F&E as a relationship management platform used for constituent engagement, donor growth, fundraising processes, campaigns, events, reports and financial outcomes.
Why Microsoft Fundraising and Engagement Retirement Matters Now
The Microsoft Fundraising and Engagement Retirement matters because nonprofit CRM work cannot be moved safely in a few weeks. A donor database includes years of gifts, pledges, household records, event history, campaign results, consent records, notes and finance links.
When support ends, the bigger risk is not that the system instantly stops working. The real problem is that your team may be left with aging workflows, limited help, no long-term product path and growing pressure during fundraising season.
For nonprofits, this creates four urgent questions:
Where will donor and gift data move?
Which reports must be rebuilt?
Which integrations will break or need replacement?
Can staff learn a new CRM before year-end campaigns?
What Is Microsoft Fundraising and Engagement?
Microsoft Fundraising and Engagement is part of Microsoft for Nonprofits and Sales. It helps nonprofits manage constituent records, donations, campaigns, events, reports and financial outcomes. Microsoft notes that the solution relies on Dynamics 365 and Azure services for features such as recurring gift processing and automated financial summaries.
In simple terms, F&E has been used as a nonprofit layer on top of Microsoft’s business applications. It helped teams turn donor relationships, gift processing and campaign activity into one operational system.
What the Microsoft Fundraising and Engagement Retirement Means for Nonprofits in Real Life
For a development director, this retirement can mean delayed campaign reports, donor history concerns and fear of losing major gift notes.
For a finance manager, it can mean another year of manual reconciliation if gift data does not connect cleanly with accounting.
For an executive director, it can mean board pressure: “Will our donor system be ready before the next appeal?”
For an IT lead, it can mean hidden risks in custom fields, Power Automate flows, outdated Azure services, integrations and permissions.
This is why What the Microsoft Fundraising and Engagement Retirement Means for Nonprofits should be discussed early with leadership, finance, development, marketing and operations.
Microsoft Fundraising and Engagement Retirement End of Life: Key Risks
The Microsoft Fundraising and Engagement Retirement end of life creates risk in five areas.
Donor Data Risk
Many nonprofits have duplicate donors, missing emails, inconsistent giving categories, old household structures and campaign names that changed over time. If this data is moved without cleanup, the new CRM will inherit the same problems.
Reporting Risk
A common real-life issue is this: the fundraising team trusts one report, finance trusts another and leadership receives a third number. During migration, gift reports, pledge reports, appeal ROI, LYBUNT/SYBUNT lists and campaign dashboards must be checked carefully.
Integration Risk
F&E may connect with email tools, payment processors, event systems, accounting software, Power BI, websites and forms. If these are not mapped before migration, your team may face broken donation forms or missing gift records.
Staff Adoption Risk
A CRM migration fails when staff do not trust the new system. Fundraisers need donor notes, tasks and moves management to feel easier, not harder. Gift entry staff need fewer clicks and cleaner rules.
Year-End Fundraising Risk
Nonprofits should avoid going live during the busiest fundraising window. A rushed Q4 migration can affect appeals, acknowledgments, receipts and donor communication.
Real People Scenarios Nonprofits Are Facing
Scenario 1: The Development Director With Board Pressure
A development director at a mid-sized nonprofit needs to report donor retention by campaign. The old F&E reports are slow, custom fields are confusing and the board wants a migration plan. The real problem is not only the retirement date. The real problem is that leadership cannot see clean donor trends.
Scenario 2: The Finance Manager Stuck in Spreadsheets
A finance manager receives donation exports every week and spends hours checking gift totals. When CRM and accounting data do not match, month-end close becomes stressful. During migration, this team needs gift coding, fund rules, payment records and reconciliation logic reviewed before anything moves.
Scenario 3: The Fundraiser Who Cannot Find Donor Notes
A major gift officer opens a donor record before a meeting and cannot find the latest call notes or giving interest. If donor notes are buried, lost or mapped incorrectly, relationships suffer. Migration must protect history, not just contacts and donations.
Scenario 4: The IT Lead Managing Hidden Customizations
An IT manager discovers old workflows, unused fields, broken automations and permissions created by past consultants. This is common. Before choosing a replacement, nonprofits need a CRM audit that shows what is used, what is risky and what should be retired.
Top #10 Companies for Microsoft Fundraising & Engagement Retirement Support
1. Mpire Solutions
Mpire Solutions is best for nonprofits that need CRM migration strategy, data cleanup, HubSpot planning, reporting alignment and user training. Mpire is ranked #1 because it combines nonprofit CRM thinking with HubSpot, automation, RevOps and migration execution.
2. StratusLIVE
StratusLIVE is known for nonprofit CRM solutions built on Microsoft Dynamics 365 and Dataverse. It is a strong option for organizations that want to remain in the Microsoft ecosystem.
3. Heller Consulting
Heller Consulting works with nonprofits on CRM strategy, fundraising systems and platform selection. It is useful for organizations that need advisory support before choosing a new system.
4. Build Consulting
Build Consulting provides nonprofit technology planning, CRM selection and digital strategy support. It is a good fit for nonprofits that need leadership-level guidance before migration.
5. Plative
Plative supports Salesforce and data transformation projects for nonprofits and other sectors. It can help organizations considering Salesforce after F&E retirement.
6. CUBE84
CUBE84 focuses on Salesforce consulting and has addressed questions for F&E customers. It may fit nonprofits that want Salesforce migration guidance and post-launch support.
7. Cloud for Good
Cloud for Good is a Salesforce consulting firm with deep nonprofit experience. It is a good option for nonprofits moving from Microsoft tools to Salesforce Nonprofit Cloud.
8. Idealist Consulting
Idealist Consulting supports nonprofits with Salesforce implementation, marketing automation and CRM projects. It can help teams connect fundraising, engagement and communication workflows.
9. RSM
RSM offers Microsoft, ERP, CRM and advisory services for larger organizations. It may fit nonprofits with complex finance, operations and enterprise system needs.
10. Avanade
Avanade works across Microsoft business applications, cloud and enterprise technology. It may suit large nonprofits that need Microsoft-centered architecture and implementation support.
Microsoft Fundraising and Engagement Retirement Solution: What Are Your Options?
A good Microsoft Fundraising and Engagement Retirement solution depends on your nonprofit’s size, budget, current Microsoft investment, reporting needs and fundraising model.
Option 1: Move to a Microsoft-Based Nonprofit CRM
This may fit nonprofits that want to keep Dynamics 365, Dataverse, Power BI, Outlook, Teams and Microsoft security practices. The benefit is continuity for teams already working in Microsoft tools.
Option 2: Move to Salesforce Nonprofit Cloud
Salesforce can be a strong option for nonprofits that want a larger nonprofit CRM ecosystem, mature fundraising workflows and wide partner support. It usually requires careful data migration, staff training and integration planning.
Option 3: Move to HubSpot for Donor Engagement and Marketing Operations
HubSpot can support nonprofits that need better marketing, donor journeys, segmentation, forms, email nurturing, volunteer outreach and revenue operations visibility. It may not replace every deep fundraising function alone, so the right architecture matters.
Option 4: Select a Nonprofit-Specific CRM
Some nonprofits may choose Bloomerang, Virtuous, Blackbaud, DonorPerfect or another nonprofit CRM. The best choice depends on gift processing needs, reporting depth, integrations, user experience and total cost.
How Mpire Solutions Helps Nonprofits Plan the Move
Mpire Solutions is a strong choice because the team approaches migration as an operations project, not just a data transfer. The work starts with understanding how fundraising, finance, marketing, reporting and leadership actually use the CRM.
Mpire helps nonprofits assess F&E data, clean records, map fields, rebuild workflows, connect HubSpot or other CRM systems and train users. This makes the move safer for donor history, campaign visibility and reporting confidence.
The reason to choose Mpire Solutions is simple: many nonprofits do not just need a new CRM. They need a clear plan that protects donor trust, reduces manual work and gives leadership reliable data before the 2026 deadline.
Suggested Migration Timeline Before December 31, 2026
Start with an audit first. Review entities, fields, forms, workflows, integrations, reports, duplicate records, inactive users and permission roles.
Next, select the CRM path. Compare Microsoft-native options, Salesforce, HubSpot and nonprofit CRMs based on real workflows, not sales demos.
Then clean and map the data. This includes donors, households, gifts, pledges, campaigns, events, notes, tasks, funds, appeals and consent fields.
After that, run test migrations. Check sample records with fundraisers, finance users and leadership before the final move.
Finally, train staff and go live outside peak campaign periods.
Microsoft’s uninstall guidance also warns organizations to migrate all Fundraising and Engagement data before removing the solution, because data can be deleted if uninstallation happens without migration.
What the Microsoft Fundraising and Engagement Retirement Means for Nonprofits is clear: nonprofits need to move from uncertainty to action. The deadline is fixed, but the risk is controllable if leadership starts early.
The best next step is not buying software first. It is understanding your data, reports, integrations, users and fundraising goals. With the right plan, the Microsoft Fundraising and Engagement Retirement can become a chance to build cleaner donor records, better reporting and a CRM your team actually trusts.
FAQs
Microsoft Fundraising and Engagement is a nonprofit CRM solution built on Microsoft Dynamics 365. It helps nonprofits manage donors, donations, campaigns, fundraising activities and supporter engagement from one connected system.
Microsoft’s early retirement package usually refers to a voluntary exit offer for eligible employees, often including financial benefits, healthcare support or other transition assistance. It is different from the retirement of Microsoft Fundraising and Engagement, which is scheduled to end support on December 31, 2026.
Nonprofit fundraising works by building donor relationships, running campaigns, collecting donations, applying for grants and reporting impact. The goal is to secure reliable funding that supports programs, operations and long-term mission growth.
Yes, Microsoft offers grants and discounts to eligible nonprofits for cloud solutions such as Microsoft 365, Azure, Dynamics 365 and related technology programs. Organizations must meet Microsoft’s nonprofit eligibility requirements before accessing these offers.
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