Foundations & grantmakers

Move faster without compromising stewardship.

Foundations hold sensitive information, public trust, and board oversight with lean teams. We help you use Microsoft 365, Copilot, agents, data, and automation to create capacity while keeping governance visible and defensible.

What foundation leaders are balancing

Start with the pressure on the institution, not the product.

Foundations carry sensitive information, public trust, board oversight, and lean teams at the same time. The right first move depends on which of these is under the most strain right now.

01 Capacity and operations

Staff time goes to coordination instead of judgment.

Due diligence preparation, board and committee materials, recurring reporting, and document movement crowd out the work that requires people.

Outcome: Return capacity to program and stewardship work.

Explore this pressure in the Finder
02 Grantee and stakeholder relationships

Relationships with grantees, partners, and community are harder to sustain than they should be.

Follow-up, context, and communication depend on institutional memory that lives in a few people.

Outcome: Stronger, better-informed relationships across the grant cycle.

Explore this pressure in the Finder
03 Impact and accountability

Board and community reporting takes too long to assemble.

Grant, financial, and program information is fragmented and reconciled by hand.

Outcome: Trusted evidence of outcomes and stewardship.

Explore this pressure in the Finder
04 Access and institutional knowledge

Policies, history, and precedent are hard to find when decisions need them.

Knowledge lives in inboxes and folders rather than governed sources staff and AI can use.

Outcome: Trusted institutional knowledge within reach.

Explore this pressure in the Finder
05 Trust, stewardship, and resilience

AI is arriving faster than the board’s comfort with it.

Permissions, sensitive board and financial data, responsible AI, and continuity questions slow confident adoption.

Outcome: Scale AI with governance the board can review.

Explore this pressure in the Finder

From pressure to practical use case

Five ways AI, data, and automation can create value for a grantmaker.

Each pressure maps to a kind of work where Microsoft capabilities, applied with stewardship in mind, tend to pay off. AI prepares. People decide. Directions to explore, not a menu.

Automate grant-cycle operations

For: Capacity and operations

Intake and eligibility screening preparation, due-diligence packet assembly, board and committee materials, reminders and routing, document movement between approved systems.

Strengthen grantee and stakeholder relationships

For: Grantee and stakeholder relationships

Relationship context and history, follow-up preparation, communication drafts for human review, partner and community engagement coordination.

Accelerate outcome and stewardship reporting

For: Impact and accountability

Board and committee reporting, grant outcome evidence assembly, financial and program data integration, recurring dashboards.

AI prepares summaries and assembles evidence. It does not make grant decisions.

Bring these to your next leadership or board meeting

The questions we ask a foundation before we recommend anything.

Grantmaking decisions cross program, finance, operations, technology, and the board. These are the questions we work through with each role during a 90-Day AI Roadmap. Use them now, with or without us.

  1. Which institutional outcomes are you accountable for this year, and which is most constrained by staff capacity?
  2. If program staff had meaningfully more time next quarter, where would you want it spent, and what prevents that today?
  3. What has the board asked, or what will it ask, about how AI is used with sensitive information?

These questions are the front half of the 90-Day AI Roadmap. The back half is the written plan.

Grantmaking is information-intensive work.

A foundation may manage:

  • Grantee and applicant information
  • Due diligence and program records
  • Board and committee materials
  • Donor or fund data
  • Investment and financial information
  • Internal policies
  • Institutional knowledge
  • Community research
  • Recurring reporting
  • External communications

AI can help staff work across that information more efficiently. It can also increase the consequences of weak permissions, poorly organized knowledge, and unclear governance. That makes the Microsoft foundation and the intelligence layer one conversation.

Capacity for the work, governance for the institution.

Board-ready AI governance

Know what AI is in use, where sensitive information can flow, who owns production agents, and which actions require human approval.

Secure organizational knowledge

Improve SharePoint, Teams, permissions, Purview controls, and knowledge structure so Copilot and agents can retrieve from better-defined sources.

Copilot adoption

Help program, operations, finance, communications, and executive teams use Microsoft 365 Copilot in the work they already do.

Grantmaking workflow automation

Reduce manual coordination around intake, review preparation, document movement, routing, reminders, reporting, and recurring program operations.

Data and reporting

Create more reliable operational and board reporting with Microsoft Fabric, Power BI, and connected data where appropriate.

Agent operations

As agents multiply, establish inventory, ownership, identities, access boundaries, cost controls, and lifecycle.

Stewardship first

Better intelligence should strengthen judgment, not hide it.

A foundation’s value is not simply processing applications faster. It is exercising judgment, listening to communities, stewarding resources, and making accountable decisions. We design AI around that reality. Useful patterns often include:

  • Preparing summaries rather than making grant decisions.
  • Assembling evidence rather than inventing conclusions.
  • Drafting communications for human review.
  • Retrieving policy and historical context.
  • Organizing due-diligence materials for review teams.
  • Tracking recurring obligations across the grant cycle.
  • Preparing board and committee materials on a reliable cadence.
  • Automating routine movement of information between approved systems.

Where the action carries institutional consequence, human approval remains explicit.

Security is part of AI quality

Copilot will respect your permissions. That makes your permissions more important.

Before expanding AI, Centered Networks helps foundations examine:

  • Identity and Conditional Access
  • Guest and external sharing
  • SharePoint and Teams permissions
  • Sensitive board and financial information
  • Retention and data lifecycle
  • Microsoft Purview controls
  • Unmanaged devices
  • Shadow AI and unsanctioned tools

This reduces the gap between “what the policy says” and what the environment actually allows. It starts in the Secure & Govern Microsoft stage of the operating model.

Prepare. Adopt. Agentify. Operate.

  1. 01

    Prepare

    Secure and govern the Microsoft environment and organizational knowledge.

    Secure & Govern Microsoft
  2. 02

    Adopt

    Deploy Copilot where staff can use it safely and repeatedly.

    Microsoft 365 Copilot
  3. 03

    Agentify

    Automate well-defined administrative and information workflows.

    AI Agents & Automation
  4. 04

    Operate

    Continuously manage the identities, policies, costs, usage, and value of the intelligence layer.

    Agent Governance & Operations

Community foundations, private foundations, and grantmakers across the country.

Build AI capacity your board can understand and your staff can actually use.

We will map the highest-value opportunities, readiness gaps, governance requirements, and next 90 days, in language the board and the audit committee can review.

Explore Agent Governance →