If your staff or volunteers use AI — and they do — you need a short policy that says what's okay and what isn't. It doesn't have to be long or lawyerly. Here's a plain one you can adopt this week.
Why a small org needs this
People are already using AI to draft emails, grant sections, and social posts. A one-page policy protects two things you can't afford to lose: donor and client privacy, and your credibility. It also gives a nervous board a clear answer to "so what are our rules on this?"
What a good policy covers
- What AI is okay for — drafting, summarizing, brainstorming, rewriting.
- What it's not okay for — final legal, tax, or financial decisions; anything you can't fact-check.
- The privacy rule — never paste donor, client, or employee personal data into public AI tools.
- The honesty rule — a human reviews and approves anything that goes out; you don't publish AI text unchecked.
- Who to ask — one named person for questions.
A copy-and-edit template
- Purpose. We use AI tools to save time on routine work so we can focus on our mission. This policy keeps that use safe and honest.
- Approved uses. Staff and volunteers may use AI to draft, summarize, rewrite, and brainstorm — for example, first drafts of emails, reports, and posts.
- Privacy. Do not enter donor, client, beneficiary, or employee personal information into any public AI tool. When in doubt, leave it out.
- Accuracy. AI can be confidently wrong. A person must review and verify any AI-assisted content — especially legal, tax, financial, or program facts — before it is used or sent.
- Human sign-off. Nothing AI-generated is published or sent without a staff member reviewing and approving it.
- Transparency. We don't present AI-written material as personal testimony or fabricate quotes, stories, or data.
- Questions. Direct questions to [name / role].
Edit to fit your org, then bring it to your board for adoption.
How to adopt it
Fill in the blanks
Name, date, and your point person. Cut anything that doesn't apply.
Share it with everyone who uses AI
Staff and volunteers both. It only works if people have read it.
Put it on the board agenda
A quick vote to adopt, and a note to review it once a year as the tools change.