Set up Microsoft Teams for your charity
Organizational setupEmail & Workspace · about 15 min · Charity owners and admins organizing the team’s collaboration space
The charity tenant comes from the Microsoft for Nonprofits grant (needs 501(c)(3)).
The personal Teams guide gets the app installed and you into meetings. This guide moves Teams onto the charity’s Microsoft 365 tenant and organizes it for the whole team.
One workspace, organized by team and channel
Teams works best when conversations live in clear channels (e.g. Website, Fundraising, Board) under the charity’s tenant identity — not scattered across personal chats. Structure now keeps everyone aligned later.
- 1
Add your charity identity to Teams
Once your @yourcharity.org account exists (see the Microsoft 365 organization guide), add it to the same Teams app (profile → Add account) and switch to the charity tenant.
- 2
Create teams and channels
Create a team for the charity and add channels by topic (Website, Fundraising, Board, General). Invite volunteers by their charity email.
- 3
Set norms and pin resources
Pin key files (brand kit links, the document folder) into the right channels, and agree on simple norms — where to ask for help, where decisions are recorded.
Common questions
Do I install Teams again for the charity?
No — add your charity account to the Teams app you already installed in the personal guide, then switch between your personal and charity identities in the same app.
How should we organize channels?
Start simple: one team for the charity with a handful of topic channels (Website, Fundraising, Board, General). Add more only when a real need appears.
Next setup guides
Stuck on any step? Text Clarke Moyer at (520) 222-8104 — every step is meant to be simple, so if something doesn't match what you see, ask.