Done-with-you · AI Governance Kit

Use AI safely, before it’s a problem.

Your staff are already using AI, the question is whether there are any rules around it. In a short, facilitated engagement we build your organization a clear, board-ready AI policy: what’s allowed, where donor and client data can and can’t go, and which tools are approved. Built with you, in your words, not a generic template.

$1,500 · fixed scope · facilitated

How it works: pay the fixed $1,500, then we schedule your facilitation session, usually within one business day, and you get your board-ready policy from there. Prefer we look first? The quick intake comes back with a board-ready starting point, no obligation.

Have a question first? Book a call, or take the free Audit to see whether AI is a gap for you.

The risk

The tools arrived faster than the rules.

Across the sector, most nonprofits are already experimenting with AI, but a large majority report having no governance policy in place, and most of the use that’s happening is ad hoc. It’s easy to see how: a staffer pastes a donor list or a case note into a chatbot to save time, and now sensitive data has left your control with no record and no rule that said not to. Leaders across the sector say data breaches are their top AI worry, and a policy is the cheapest way to get ahead of one.

What you get

The kit, built around how your team actually works.

1

A facilitated working session

We sit down with your leadership and staff to map how AI is already being used, and where the real exposure is, before we write a word of policy.

2

A customized acceptable-use policy

A plain-language policy that says what staff may and may not do with AI tools, written for your organization, not a copy-paste boilerplate.

3

Clear data boundaries

Explicit rules for what can and can’t go into an AI tool, donor PII, client records, financials, so the line is obvious to everyone.

4

Safe-use guidelines & an approved-tool list

Practical do’s and don’ts your team can follow day to day, plus a short list of vetted, approved tools so people aren’t guessing.

How it works

Facilitated, and built with you.

Step 1

Map your real usage

A facilitated session with your team to surface how AI is actually being used today, and where donor and client data could leak.

Step 2

Draft your policy together

We turn that into a customized acceptable-use policy, data boundaries, safe-use guidelines, and an approved-tool list, in your words.

Step 3

Hand it to your board

You walk away with a board-ready document you can adopt, share with staff, and point a funder to, reassurance in hand.

Board-ready reassurance, fast. The point of the kit isn’t a binder, it’s that your board and your funders can see you have a clear, adopted standard for AI and data safety. It’s the lowest-cost way to get from “we have no policy” to “here’s our policy”, and a natural first step before any bigger AI or automation work.
Questions

The honest answers.

Isn’t this just a template you could email me?

You can download a generic template anywhere, and a boilerplate nobody adapts is exactly why most AI policies sit unread. We start from a proven, board-ready template and tailor it to your team and your data in a short working session, so you end up with a policy that actually fits how you work and gets adopted. The template is the head start; the customization is the point.

We’re small and have no tech staff. Do we even need this?

Especially then. Across the sector most organizations are already using AI with no policy behind it, and small teams are where an accidental data leak does the most damage. The kit is deliberately our lowest-ticket, done-with-you starting point for exactly this situation.

What do we actually walk away with?

A customized acceptable-use policy, clear data boundaries for donor and client information, practical safe-use guidelines, and an approved-tool list, all board-ready, so you can adopt it and share it with staff and funders.

Where should we start if we’re not sure yet?

Take the free Audit, it flags whether AI is a gap for you at no cost and shows you where you stand. If a policy is the clear next move, the AI Governance Kit is the fixed-price way to get one.

Give your board a straight answer on AI.

A fixed-price, facilitated engagement that leaves you with a clear, adopted AI policy, built with your team, not pulled off a shelf.