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Microsoft Nonprofit Account Checkup

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Contents

 

Step-By-Step Checklist for Existing TechSoup Microsoft Cloud Subscribers

A quick account check can help ensure that your organization’s information is current, the appropriate people have administrator access, you’re receiving important Microsoft communications, and you’re aware of any items that may need attention.

Before you begin: You will need appropriate administrator access to complete the actions in this checklist. Some actions may require Global Administrator privileges. If you are unsure who your Global Administrator is or need help regaining access, see How to Confirm Which User is the Global Administrator and Obtain Global Administrator Support.

Know where to go

You’ll use different sites for different parts of this checkup:

  • Microsoft for Nonprofits: Review nonprofit-related information and respond if Microsoft requests eligibility verification.

Go to Microsoft for Nonprofits: https://nonprofit.microsoft.com/

  • Microsoft 365 admin center: Review your Microsoft 365 environment, administrators, licenses, messages, and settings.  
    Sign in to the Microsoft 365 admin center: https://admin.microsoft.com/

1. Be Prepared for Nonprofit Eligibility Re-Verification

Why check it?

Microsoft requires nonprofit organizations to regularly confirm that they continue to meet nonprofit eligibility requirements. Microsoft may refer to this confirmation as an “attestation.” Keeping your organization's information current can help you be prepared if additional verification is requested.

What to do

  1. Sign in to Microsoft for Nonprofits portal: https://nonprofit.microsoft.com/
  2. Review the nonprofit-account information or notices available for your organization.
  3. If Microsoft has requested additional eligibility verification, follow the instructions provided by Microsoft.

There is no need to reapply simply because you're completing this account checkup.

Check

  • I know where to access our Microsoft nonprofit account.
  • I've reviewed any available notices.
  • I know what to do if Microsoft requests additional verification.

Resources

 

2. Review Your Organization’s Account Information

Why check it?

Staff, addresses, contact details, and organizational information can change. This is a good opportunity to make sure the information associated with your Microsoft account is still accurate.

NOTE: Certain changes may require additional validation.

What to do

  1. Sign in to the Microsoft 365 admin center: https://admin.microsoft.com/ 
  2. Review the organization and account information available to you.
  3. Make sure the appropriate organizational contact information is current.
  4. Update information where appropriate and where your permissions allow.

Check

  • Organization information reviewed
  • Address and contact details reviewed
  • Outdated information identified for updating

Resources

 

3. Review Administrator Role Assignments and Ensure Backup Administrator Access

Why check it?

Administrator responsibilities can remain with the person who originally set up the account, even as staff and roles change. Reviewing role assignments helps ensure that administrator access reflects your current team and that appropriate backup administrator access is in place if the primary administrator is unavailable or leaves the organization.

What to do

  1. Sign in to the Microsoft 365 admin center: https://admin.microsoft.com/
  2. Go to Roles > Role assignments.
  3. Review the users who currently have administrator roles assigned.
  4. Confirm that the appropriate current staff have the administrator roles they need.
  5. Review administrator access for people whose roles or employment have changed.
  6. Ensure that appropriate backup administrator access is in place if the primary administrator is unavailable or leaves the organization.

Check

  • Administrator role assignments have been reviewed 
  • Appropriate backup administrator access is in place
  • Administrator access reflects our current team and responsibilities

Resources

 

4. Check for Microsoft Messages and Required Actions

Why check it?

The Microsoft 365 Message center is where administrators can review Microsoft communications about changes and other information relevant to their Microsoft 365 environment.

What to do

  1. Sign in to the Microsoft 365 admin center: https://admin.microsoft.com/
  2. In the left-hand menu, select Show all
  3. Select Health > Message center.
  4. Review messages relevant to your organization.
  5. Open messages that could affect your organization and review whether action is required.
  6. Share relevant information with the appropriate people in your organization.

Check

  • Message center reviewed
  • Important changes identified
  • Required actions identified
  • Relevant messages shared with the appropriate people in your organization

Resources

 

Final Check

Before signing out, make sure you've completed all four checks:

  • Ready for nonprofit re-verification.
    You know where to go if Microsoft requests additional eligibility verification.
     
  • Organization information reviewed.
    Your available organization and contact information is current.
     
  • Administrator roles and backup access reviewed.
    Role assignments are current, and appropriate backup administrator access is in place.
     
  • Microsoft messages reviewed.
    You've checked Message center for changes or actions that may affect your organization.

 

Keep Your Account Secure

Go directly to Microsoft's official sites when reviewing your account:

If you receive an unexpected request involving your Microsoft account, avoid using links in the message and instead sign in directly through Microsoft's official portal.

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