Do you run a nonprofit organisation (NPO) in South Africa and want to streamline your operations while saving on costs? Microsoft offers significant discounts on Microsoft 365—previously known as Office 365—and these are tailored for eligible NPOs. You can access essential tools like email, collaboration apps, and cloud storage at reduced rates, with some plans available for free. At TechCloud, we’ve supported many local NPOs in making this shift, helping them unlock savings on licensing fees they might not have known about.

In this guide, we’ll walk you through the process in simple steps, from eligibility checks to setup assessments, data migration, and ongoing support.

Why Microsoft 365 is Ideal for South African NPOs in 2025

Microsoft 365 Nonprofit plans provide more than just affordable software; they equip your team with practical tools suited to the unique needs of local nonprofits.

  • Collaboration Tools: Apps like Teams, SharePoint, and OneDrive allow for real-time teamwork, which is invaluable for NPOs with staff spread across urban centres or rural areas.
  • Security and Compliance: Built-in features protect your data and help comply with South Africa’s POPIA regulations, as well as global standards.
  • Cost Savings: Eligible NPOs can access Microsoft 365 Business Basic for free (up to 300 users-run all services in your browser) or Business Premium at a steep discount. Advanced plans like E3 or E5 may also come as grants, freeing up funds for your core mission.
  • Scalability: As your organisation grows, add users without heavy IT costs, and use AI tools like Copilot to enhance productivity in everyday tasks.

Unlike traditional on-premises setups, Microsoft 365 cuts down on hardware needs and supports hybrid work, which is perfect for South African NPOs facing budget constraints and varying connectivity.

Step 1: Check Eligibility for Microsoft 365 Nonprofit Discounts

To claim these benefits, your NPO must meet Microsoft’s criteria. In South Africa, TechSoup South Africa handles the validation, ensuring you’re cleared to use the Nonprofit Portal.

Key requirements include:

  • Registering as a nonprofit, public benefit organisation (PBO), or similar under local laws, such as Section 21 companies or trusts with NPO status.
  • Operating for public good on a nonprofit basis, excluding government, political, or profit-oriented entities.
  • Providing documents like your NPO certificate, tax-exempt proof, and financial reports.

Visit TechSoup South Africa’s eligibility page for full details: https://www.techsoupsouthafrica.org/eligibility-criteria.

At TechCloud, we can handle applications on your behalf to save you the back and forth. Once approved, select plans on Microsoft’s site and purchase licenses based on your team’s needs.

Step 2: Assess Your Current Setup for a Smooth Migration

A proper evaluation of your infrastructure is key to avoiding hiccups, especially since Microsoft 365 runs in the cloud. We’ll review critical areas to ensure everything aligns.

Domain and Email Hosting

Your domain must point to Microsoft’s servers for services like Outlook email. We’ll audit your current host and update DNS settings, including MX records, to make the transition seamless.

Hardware and Software Compatibility

For best performance, Microsoft 365 requires modern setups. Here are the essentials for 2025:

  • Operating System: Windows 11 or Windows 10 (support for Windows 10 ends October 14, 2025), or recent macOS versions.
  • Processor: At least 1.6 GHz with 2 cores; aim for 2 GHz for smoother use with Teams.
  • RAM: Minimum 4 GB (2 GB for 32-bit), but 8 GB or more is ideal for multitasking.
  • Storage: 4 GB free on Windows or 10 GB on Mac; opt for SSDs over old HDDs for better speed.
  • Internet: Reliable broadband with 1.5 Mbps upload/download, as tools like OneDrive sync in real time—crucial in areas with variable connections.

If your gear is outdated, like older Windows versions or low RAM, consider upgrades. We do remote assessments to keep things efficient.

Step 3: Data Migration—Transfer Emails and Documents Securely

Moving your data safely is vital to maintain continuity. Our process involves:

  • Listing out emails, files, and calendars from devices or servers.
  • Using Microsoft’s Migration Manager to shift everything to OneDrive and Exchange Online.
  • Checking data volumes remotely to plan storage, with most plans offering 1 TB per user.

This minimises downtime, keeping your community work on track.

Step 4: Implementation and Go-Live

With licenses active:

  • We time configurations for off-hours, like evenings or weekends, to avoid disrupting key emails.
  • Expect short interruptions during the host switch, typically sorted in hours.
  • Afterwards, we check all setups and fix any issues promptly.

Step 5: Training and Ongoing Support

Adopting new tools can take time, so we offer:

  • Quick Teams-based sessions on basics like Outlook, Teams, and OneDrive.
  • Tips for AI features in grant applications, reports, and volunteer coordination.
  • Continued assistance as your NPO adapts and expands.

Ready to Save Big and Boost Productivity?

Switching to Microsoft 365 can empower your South African NPO to focus more on making a difference in local communities. Get in touch with TechCloud for a free consultation—we’ll guide you every step and help secure those discounts. Call us at 0105900090 or email info@techcloud.co.za today.