E7 for charities: AI, security, and trustee confidence

1 hour

Microsoft Teams

Charity organisations

77% of charities now use AI, but only 16% have an AI policy. Microsoft 365 E7 brings Copilot, Agent 365, Defender, and Purview into one plan – with the governance trustees need to see. This session shows how.

A familiar squeeze

Charities face a familiar squeeze. Teams need the time AI can give back, but budgets are tight and trust is everything.

77% of charities already use AI

16% have an AI policy in place

NCSC has flagged the charity sector as a target

The risks are real. Charities hold donor financial data and beneficiary safeguarding records, and many organisations have no CISO and no AI policy.

This webinar shows how E7 helps small teams do more, safely. Copilot for capacity, Agent 365 for oversight, Defender and the Entra Suite for protection, and Purview for governance. Presented in plain English, with licensing specialists on hand throughout.

What we’ll cover

Copilot for stretched teams – practical use cases across fundraising, service delivery and operations. Time back to the mission, not the admin
Data readiness – what to sort before rollout, so AI works from the right data and safeguarding records stay protected
Agent 365: oversight trustees can trust – how to see, manage and audit AI agents. The basis of a board-ready AI position
Security with Defender and the Entra Suite – protecting donor data, beneficiary records and volunteer identities without a full-time security team
Licensing and commercials – Agent 365 as a standalone licence and its prerequisites, Copilot licensing and prerequisites, and how E7 is currently transacted with negotiated concessions

Reserve your space today

Two people using a tablet device while standing

Ask our licensing specialists

Phoenix licensing specialists will explain how Agent 365 is licensed as a standalone, and what the prerequisites are. They’ll cover the same for Copilot, and walk through how E7 is currently transacted – including the negotiated concessions available right now – advising on the most cost-effective route for your organisation.

Who should watch

This session is for anyone shaping AI and security decisions across charities, not-for-profits and social enterprises. No technical background needed: