NonprofitNext Investment Guide

Description

An AI use policy gives your organization a clear, documented framework for how staff can and should use artificial intelligence tools in their work, protecting your clients, your data, and your organization’s integrity.

As AI becomes part of everyday nonprofit operations, boards and funders are increasingly asking whether organizations have governance in place. This service helps you get ahead of that question with a policy that reflects your organization’s specific programs, values, and risk considerations.

We work through a structured policy development process with your executive director or designated staff member, gathering the information needed to shape a policy that fits your organization rather than a generic template. From there, we develop and deliver a complete, customized AI use policy document ready for board adoption and staff implementation. One round of revisions is included.

The policy covers appropriate and prohibited uses of AI tools, allowable tools that can be used at your organization, data privacy and client confidentiality protections, staff guidelines and accountability, and governance language suitable for board-level review.

We also provide a one-page document that provides your board with information about why this is an important and necessary policy, addresses risk management concerns, and answers the most commonly asked questions.

Full details, process, and common questions are on our nonprofit AI policy development page.

INVESTMENT

$800 Fixed Fee

Priced as a flat fee regardless of organization size. Includes one working session with your executive director or designated staff, a complete customized policy document, one round of revisions, and the guiding document for your board.

Strategic AI Readiness Assessment

Description

The Strategic AI Assessment is the starting point for organizations that want a clear picture of where AI and automation can make the greatest difference for their team. We begin with a structured interview with your executive director and leadership team to understand your current workflows, the tools and software you already use, and the operational challenges your staff face day to day. For larger or more complex organizations, we may also conduct brief interviews with program staff who have the most direct knowledge of frontline workflows.

From that foundation, we develop a written report that maps your current operational picture, identifies specific opportunities where AI and automation can reduce administrative burden, improve efficiency, and give your staff more time to focus on the work that advances your mission. Where possible, we provide estimated time savings and other measurable value so you can make an informed decision about next steps  and make a clear case to your board if needed.

Finally, we will meet with designated staff and board members to present the report and answer any questions you may have.

The assessment is a standalone deliverable. It does not obligate you to any further engagement, though many organizations use it as the foundation for a project build or customized training.

Full details, deliverables, and common questions are on our nonprofit AI readiness assessment page.

Estimated Investment

$1,500 to $2,500

Standard Assessment: $1,500
Designed for smaller organizations or those where executive leadership has direct visibility into frontline operations. Includes a one-hour leadership interview and a written assessment report.

Full Assessment: $2,500
Designed for larger or more complex organizations where additional program staff interviews are needed to accurately map workflows. Includes a leadership interview, up to two program staff interviews, and a written assessment report.

AI Knowledge and Resource Assistant

Description

A 24/7 assistant that answers questions from your own referral directory or knowledge base. It can give community members information and referrals around the clock, or answer staff questions about policies and procedures. It responds only from your content, states eligibility up front, and builds your reporting counts as it works. Running in production at Direct Advocacy and Resource Center. See how the assistant works or Read the DIRECT case study.

Investment

$2,000

Begins with a $500 data analysis and preparation phase, where we organize and clean the directory or documents the assistant will draw from. That $500 is credited toward the $2,000 total. Includes a free consultation to discuss the tool, a virtual product demonstration, deployment, and training for leadership and staff. Nominal annual hosting costs may apply.

Executive360 Leadership Dashboard

Description

The health of your organization in one place: days of cash against the board’s target, budget versus actual, people served, progress toward grant objectives, and every funder deadline in one list. Built from the monthly reports your staff already produce, with a board-ready brief each month. Learn more about Executive360.

Investment

$2,000

A one time investment. Includes a free consultation to discuss the tool, a virtual product demonstration, deployment, and training for leadership and staff. Available now.

Quality Assurance Tool

Description

An AI documentation review that reads case files the way a reviewer would. It verifies that documented services match what was delivered, flags discrepancies, tracks progress toward goals, and produces a complete audit in minutes. Personal information is scrubbed on your own server before AI sees anything. See how the Quality Assurance Tool works.

Investment

$4,500

Includes a free consultation to discuss the tool, a virtual product demonstration, deployment, and training for leadership and staff. Available now.

Zero Entry Inventory with QR Codes

Description

A low-code system for tracking donations of food, technology, medical equipment, or other items in real time. Donations are logged through a Google Form, QR code labels are generated automatically, tax receipts go out on their own, and staff check items out with a phone scan. Built on Google Forms, Sheets, and Zapier, and running at Able South Carolina. See how the inventory system works or Read the Able South Carolina case study.

Investment

$1,500

Includes a free consultation to discuss the tool, a virtual product demonstration, deployment, and training for leadership and staff. A nominal annual subscription to Zapier or a related tool may apply.

Speaking Fees

Description

Approachable and engaging presentations for events, board meetings, workplace trainings, or conferences. Topics focus on the practical use and adoption of AI within the nonprofit sector.

Estimated Investment

Varies by Event

Fees depend on location and presentation format. Complimentary sessions are available for qualifying local nonprofit and community groups.

Customized Staff Training

Description

Training sessions designed around the specific needs of your team. We meet you where you are, whether you are just exploring AI or already active users.

Estimated Investment

Contact Us to Discuss

Costs are determined by the length of the engagement and the required time commitment.