TechSoup Introduction to Generative AI and Copilot - 2025.05.22.pdf

Kim Snyder
3DPO
Destiny Bowers
vCIO/vCISO
Korrin Wheeler
Marketing Coordinator
May 21, 2025
Introduction to
Generative AI and
Copilot

2 © TechSoup Global. All Rights Reserved.
Housekeeping
During Live Session:
● Chat for:
○ questions, start with “Q:”
○ comments and reactions
● Mute during the session
● Raise hand option to speak-
up
● Display name
Recording
● The live sessions will
be recorded
● You can choose to turn
on/off your video
After Live Session:
● Join us on May 28 for Session 2
— a live demo
● We’ll be taking orders for AI jobs-
to-be-done for you!

Nice to meet you!
Kim Snyder
3DPO
kim@roundtabletechnology.com
Destiny Bowers
vCIO/vCISO
destiny@roundtabletechnology.com
Korrin Wheeler
kwheeler@roundtabletechnology.com

Today’s Agenda
Introduction
What is Generative AI?
Responsible AI
Introducing Copilot
AI Use Cases for Nonprofits
Q&A

Introducing:
The Jargon Buster!
If we lapse into jargon, put #jargon in the chat
and we’ll stop and explain.

What is your current
relationship with AI?

Why spend time learning about AI?
Why spend time
learning about
technology?

What we are finding with AI

Why is AI suddenly moving so quickly?
Day 1
Day 0 Day 2
Day 30
Day 3 Day 4

On what day is the lake
half-full?
Day 29
What about >1%
full?
Day 24

In terms of AI development,
what day is today?
Let us know
in chat!

Exponential Growth Path for AI

How did it all start moving so fast?

Leaps of improvement!
FEBRUARY 2025

Fundamental Components
Machine Learning (ML)
Natural Language
Processing (NLP)
Data
Input
System
output
Reinforcement learning from
human feedback or RLHF

Special thanks to Tanmay Bakshi for creating this message for us to show to you: Nonprofits!
But what’s happening inside the LLM?

Introduction to
Probabilistic Statistical
Outcomes and Copilot
Kim Snyder
3DPO
Destiny Bowers
vCIO/vCISO
Korrin Wheeler
May 21, 2025

LLM Systems
GPT 4o Microsoft
Copilot
(web chat)
Google
ChatGPT 4o, Team Workspace,
o1, o1-mini, o3-mini
Free Paid ($20-26 user/month)
CLAUDE
Claude 3.7
Google Gemini Advanced
Claude 3.7
Microsoft Copilot Pro (add-on; for personal use)
Microsoft 365 Copilot (add-on; for work)
Free with
Subscription
Microsoft
Copilot Chat

Generative AI
• Ideal for brainstorming, overcoming the
“blank page”
• A short question can be a starting point
• Experiment with taking prompt writing in
any direction
• Provide specific details about genre,
themes, or styles

AI Needs Responsible Humans
● AI is a nascent technology —
Nonprofits can be shaping it now
● Nonprofits can drive ethical AI
development and adoption
● Nonprofit professionals bring a
human-centered perspective

CONTROL
INFLUENCE
CONCERN
● Rapid AI
development
● Potential to
perpetuate bias
● Job displacement
● Misuse of AI by bad
actors
● Existential risks
● Advocate for ethical AI
policies
● Collaborate with other
nonprofits to promote
responsible AI
● Advocate for
responsible regulation
● Support research
related to AI ethics and
safety
● Personal education
and knowledge
● Skill development
● Organizational
strategy
● Informed decision
making

“Unaware of the possibility content could be false”
They’re still doing it!

Mitigating the Confabulation
Risk
Described as hallucination, confabulation or
just plain making things up, it’s now a concern
for every nonprofit, business and student trying
to get a generative AI system to compose
documents and get work done.
DO NOT rely on AI to answer questions
where you don’t know and can not verify.
Review, review, review.

Keeping Humans in the Loop
Source: Humans in the Loop: The Design of Interactive AI Systems | Stanford HAI Institute

The Pale Male Data Problem

Why AI Bias is Existential
with Dr. Joy Boulamwini
• Listen to the podcast
• Read the transcript
Full disclosure: this was part of the Pre-session work,
but we find her views so enlightening that we want to
be sure to pass this along.

Built-in Bias
Large Language Models are
trained on the world’s data.
The world’s data is biased.
Be aware.
Check, double-check.
Then check it again.

Greater Safety with a
Subscription or Paid
Account
Microsoft 365 Copilot

Humans + AI
AI is an assistant, not a co-worker
• Humans need to decide what AI
works on
• AI needs clear instructions from
humans
• AI work MUST be validated by
humans before sharing

Are you or anyone at your
place of work is using AI for
any work-related tasks?

Urgent Need for AI Strategy and Policy
TechSoup & Tapp Network: The State of AI in Nonprofits: Benchmark Report on Adoption, Impact and Trends - 2025

Mitigating risk and optimizing benefit
Assumption: People are using AI now
Establishing an organizational AI
strategy and policy can:
● Provide guidelines for the use of AI
● Align the use of AI with
organizational goals
● Reduce risks associated with AI use
TechSoup & Microsoft: AI Usage Policy

If you’re just getting started…
Give it a try, but use no personal or
sensitive information
copilot.microsoft.com

If you have a Microsoft Account…
Personal Account
Check your privacy
settings
Work Account
By default your account is
private

Data remains in your
work’s enterprise account.
How do I know it’s private?

Microsoft Copilot or Microsoft 365 Copilot
Microsoft Copilot
You have access to the web
version of Copilot.
Microsoft 365 Copilot
Copilot is integrated in the suite of Office
products and has access to data you have
access to
Access needs to be enabled at your organization

40 Copyright © TechSoup Global. All Rights Reserved.
Which Copilot Plan Is Right for You?
Microsoft 365 Copilot Chat Microsoft 365 Copilot Microsoft Copilot Studio Microsoft Copilot Microsoft Copilot Pro
Description A prompt and response, using
internet information. Create
images and use Copilot Pages to
save, edit, and share content.
Automate repetitive tasks and
processes with agents.
The most advanced Copilot with
enterprise-grade security and
collaboration features. Integrate
Copilot in Microsoft 365 apps like
Teams, Excel, Word,
PowerPoint, and Outlook. Access
to agents.
Low-code platform for building
custom plugins and workflows
tailored to your specific needs.
They can automate & execute
business processes.
Designed to help you with
personal tasks and basic
document creation & editing.
Uses information from the
internet.
Priority access to the latest
models during peak times. Early
access to experimental AI features
and image creation.
Designed for Organization Organization Organization Individuals / Personal Individuals / Personal
Cost Free for Entra account users with
a Microsoft 365 license.
Metered cost for agents.
$306 user/year
($306 commercial)
Varies based on customization Free $240 user/year
Requires Microsoft
or Office 365
subscriptions
Yes, requires eligible Microsoft
365 or Office 365 license
Yes. It is an add-on license and
requires eligible Microsoft 365 or
Office 365 license.
No No No - but will activate additional
functionality if log into Microsoft
365 Personal or Family license.
Data privacy and
security
Enterprise-grade data protection
(EDP). Your data is private and
won’t be used to train LLMs.
Enterprise-grade data protection
(EDP). Your data is private and
won’t be used to train LLMs.
Customizable data security
measures.
No EDP. Microsoft may use your
prompt data to improve AI
models. Avoid including sensitive
or proprietary work information in
a prompt.
No EDP. Microsoft may use your
prompt data to improve AI models.
Avoid including sensitive or
proprietary work information in a
prompt.
Data Public web (internet) ground Public web or work (Microsoft
Graph) ground, when sign in with
Microsoft Entra work account
Public web (internet) ground Public web (internet) ground
Copilot in Microsoft
365 apps
Not available Copilot in web and desktop
versions of Microsoft 365 apps
Not applicable Not available With Microsoft 365 Personal or
Family license, Copilot integrates
with web and desktop versions of
Microsoft 365 apps (no Teams).
Otherwise, it's web-only.

Improve or Fine-tune Content

Summarize a long report

Ask for help with planning

Create audience personas

Create messaging for those personas

Are any of these tasks weighing you down?
We can do any of these and much more in Session 2!
Writing a challenging communication?
Drafting an onerous RFP?
Supercharging a social media
campaign?
Reading a lengthy report?
Creating an illustration with the right
branding colors?
Finding a people picture that doesn’t
need a release?

Join us on May 28 for the Live Demo -
Let Us Do Some of Your Work for You!
Any gnarly writing tasks
you’d rather just ignore? An
RFP? Social media post?
Need help researching a
topic? Need a summary for a
long report?
Give them to our short-order
AI chefs!
Here’s the Order Form

Thank You!
Brought to you by:
Kim Snyder
kim@roundtabletechnology.com
Destiny Bowers
destiny@roundtabletechnology.com
Korrin Wheeler
kwheeler@roundtabletechnology.com

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