Managed IT for not‑for‑profit organisations
We manage IT for not-for-profits, setting up Microsoft 365 for staff, volunteers and board members, securing the devices your field staff use and protecting client and donor information.
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IT for lean teams with a lot to protect
Not-for-profits combine staff, volunteers, boards and field workers with sensitive client and donor information and close scrutiny of spend, so we set up the IT to give each role what it needs and no more.
Not-for-profit organisations
Staff · Volunteers · BoardsMost not-for-profits have the same mix: staff, volunteers, board members and contractors, sensitive client and donor information, and close scrutiny of how money is spent.
We set up and run IT around it, with access by role, secure devices wherever people work, and licensing that makes the most of Microsoft’s nonprofit offers.
- Microsoft 365 set up by role for staff, volunteers, board members and contractors
- Microsoft licensing matched to each role, including nonprofit offers and Connecting Up
- DLP, MFA and access control on client, donor and program information
- Managed laptops, tablets and phones, including for staff in the field
- App protection for personal devices used by volunteers and board members
- Backups with tested restores for Microsoft 365, client records and finance data
- Coordination with your CRM, donor and finance vendors, such as Salesforce, iMIS and Civica
Access and licensing matched to each role
Staff, volunteers, board members, field teams and contractors all need something different from Microsoft 365. We set up each role with the access, device approach and licence it needs, and review it as people join, move and leave.
Getting this right keeps client and donor information with the people who should see it, and keeps licence costs in line with what each person uses.
- 1StaffFull Microsoft 365, client platforms and a managed laptopGrant or discount where eligible
- 2Board membersBoard papers and secure email, with MFA on every accountGrant where eligible
- 3VolunteersEmail, Teams and program files, with app protection on their own devicesDiscount or guest access by role
- 4Field teamsA managed tablet or phone, client records and secure sign-inAs for staff, plus mobile management
- 5ContractorsTime-bounded access to specific files and Teams channelsGuest access, time-bounded
The systems we look after day to day
The IT we look after around your client platforms, funding reporting and field teams.
Users and IT support
Staff, field workers, volunteers and board members message us in Microsoft Teams and follow the request there, with AI-assisted triage routing it to the right engineer. When clients can’t be served, it’s a P1. Under our SLA-driven support model, the response target for a P1 incident is under 15 minutes.
Microsoft 365, identity and licensing
Access is set by role, so staff, volunteers, board members and contractors each see only what they need, with MFA and Conditional Access on every account. We review the licence mix against Microsoft’s nonprofit offers, and data loss prevention (DLP) is part of the setup, covering client, donor and case information in email, Teams and files.
Computers and devices
Office computers, laptops and the tablets and phones field staff take into homes and communities are managed to one standard, with encryption, endpoint protection and remote wipe. Personal devices get app protection, so organisation data stays in managed apps.
Cloud, infrastructure and networks
Microsoft 365, Azure and the networks that link head office, regional offices and hybrid workers. New offices, including interstate, are set up to the same standard for sign-in, devices and security.
Backup and recovery
Immutable backups across Microsoft 365, client and case records, finance data and board papers, with restores tested. Systems come back in the order services need them, starting with sign-in, email and your client platform.
Vendors and client platforms
Client and case management, CRM and donor platforms such as Salesforce, iMIS and Civica, along with finance and payroll systems, all depend on the devices, sign-in and connectivity we manage. When you replace a platform, we handle the access, devices and data moves around it and coordinate with each vendor.
Cybersecurity and client data
Identity, endpoint and email security, patching and privileged access are part of the service, with Essential Eight-aligned controls and SOC and MDR where funders or the data you hold require it. Security awareness training for staff is available, and incident plans cover the Notifiable Data Breaches scheme.
Copilot, AI and automation
Client and case notes are labelled and permissions reviewed before Copilot is switched on. We also build automation and Power BI reporting for grant acquittals, board packs and service data.



Questions we get asked
What do we need to do after a data breach involving client records?
Can our caseworkers use Copilot with client notes?
Do we qualify for Microsoft not-for-profit pricing?
How do we give volunteers and board members the right access?
Can staff and volunteers use their own phones?
How do you support field staff working in homes and communities?
We’re replacing our client or case management platform. How can you help?
Can you work alongside our internal technology team?
What reporting and reviews do we get?
How much does Managed IT cost for a not-for-profit?
How does onboarding work for a not-for-profit?
How long do charities need to keep records?
Explore the services we provide
We run the organisation’s day-to-day IT.
Staff · volunteers · board · field teamsExplore Managed IT →We protect client and donor data with controls you can evidence.
Essential Eight alignment · cyber insurance evidenceExplore Cybersecurity →We connect head office, regional offices and staff in the field.
Fortinet and Cisco Meraki capabilityExplore Networks & SD-WAN →We run the platforms that hold client, donor and case records.
Azure · Microsoft 365 · hybrid environmentsExplore Infrastructure & Cloud →We set up Copilot and automate reporting for grants and boards.
Copilot deployment · Power Platform · governed AIExplore AI & Automation →We source and deploy the hardware and licences your services run on.
Field devices · laptops · nonprofit licensingExplore Technology Procurement →Plan your IT around the budget you have
Tell us how your team works today, and we’ll identify where licensing, security and support can be improved.
Discuss Managed ITCalculate Managed IT costPrefer email? contact@inlightit.com.au