Your whole team, one AI playbook.
The problems worth solving first, rules for donor data your board can read, the right tools set up with your organization's context, and training for everyone. Your team stops guessing and starts getting time back.
Included in the Growth Team, or on its own. How pricing works
- DevelopmentPersonal ChatGPTCan I paste donor notes?
- CommsFree image toolsWhich one do we pay for?
- ProgramsNothing yetWhere do I start?
- FinanceCopilot trialIs our data safe?
- ExecutiveClaude, sometimesWhat's the policy?
- VolunteersWhatever they haveAre we allowed?
Our AI playbook
One way, for everyone
- Approved tools: Claude for Teams, Canva
- Donor data: Only in approved tools
- First three problems: Thank-yous, grant drafts, the board packet
- Your context: Mission, voice, and numbers, loaded
Everyone's using AI. Nobody's using the same AI.
AI usually arrives one curious person at a time. Without a shared playbook, the gains stay with a few people and the risks spread to everyone.
- Everyone's way is differentA few people use AI daily, most don't, and no two use the same tool.
- Nobody knows the rulesCan donor notes go into a chatbot? Which tool is approved? Nobody's sure, so people guess or stop.
- The time saved is invisibleWithout a shared starting point, there's no way to see what's working or to repeat it.
Using AI is common. Getting value isn't.
8%have a formal AI roadmap for the next one to two years.
70%see meaningful AI opportunities they haven't taken yet.
NTEN and The Bridgespan Group, Choosing Your AI Path, 2026One way of working, for everyone.
The problems
Start with the work
We talk with each role about the week: what repeats, what's slow, what nobody has time for. Every idea is weighed on the hours it gives back and the risk it carries, and the team starts with the best three.
- Short interviews by role
- Hours back and risk, weighed
- Three to start
- The rest on a list
Ideas from the team
Hours back, low risk- Draft thank-you letters
- Summarize board meetings
- Grant first drafts
- Social captions
- Clean up CRM notes
- The monthly board packet
- Volunteer replies
Start with three. The rest wait for the next quarter.
Governance
Rules your board can read
Plain rules for what data goes where, who can use which tool, what a person reviews before it goes out, and how you check the tools you buy. Written for your team to follow and your board to approve.
- Data rules by sensitivity
- Security and privacy
- Review before anything goes out
- A one-page policy
What goes where
| Data | Approved team tools | Free AI tools | Public posts |
|---|---|---|---|
| PublicWebsite, annual report | |||
| InternalPlans, drafts, meeting notes | |||
| Donor dataNames, gifts, notes | |||
| RestrictedHealth, safety, case files |
Illustrative. Your rules are set with your leadership and written so your board can read them.
Tools
The right tools, set up
We start with what you already pay for, compare the options for your size and workflows, and set the chosen tools up with your organization's context: mission, voice, programs, and approved numbers.
- Claude, ChatGPT, Copilot, or Gemini
- Team accounts, not personal ones
- Your context loaded
- Nonprofit pricing checked
Writing, research, documents
Writing, analysis, images
If you live in Microsoft 365
If you live in Google Workspace
Loaded with your contextMission, voice, programs, and approved numbers, so every answer starts from who you are. With MissionFile, they stay current.
We look at what you already pay for first. Nonprofit pricing and grants change often; we check them for you.
The playbook
A page for every role
Shared assistants, prompts, and workflows for the work each role really does, so a new hire starts where the best user on the team already is.
- Assistants by role
- Prompts that work
- A few workflows live
- Easy to update
Assistants and prompts for finance and ops
Training
Everyone, not just two
A kickoff for the whole team, hands-on workshops by role, and office hours with real tasks. After launch, quarterly training resources keep everyone current as the tools change.
- Whole-team kickoff
- Role workshops
- Office hours
- A quarterly refresh
- 1KickoffThe whole team, one session: the why, the rules, the tools.
- 2Role workshopsHands-on, with each team's real work.
- 3Office hoursBring a task, leave with a workflow.
- 4Every quarterNew tools, new rules, and what's working.
- Quarterly training resources continue with the AI Chief of Staff.
About four weeks, then we stay.
- ListenWeek one: interviews by role, the tools in use today, and the risks.
- DecideWeek two: the first three problems, the rules, and the tools, approved by leadership.
- Set upWeek three: accounts, your context, assistants, and the first workflows.
- TrainWeek four: the kickoff, role workshops, and office hours. Then we stay with it.
Your size
Shaped around your team.
Team size, revenue, and how your work is spread out shape the scope and the price. The goal is the same at every size: time back for the mission.
- A small teamUnder ten people. One kickoff, one playbook, and every role in the room together.About three weeks
- A growing teamTen to fifty people across several departments. Interviews by department and a workshop for each.About four weeks
- A larger organizationFifty people or more, several sites, or a board that needs a formal policy. Phased, with champions in each team.Scoped with you
Questions nonprofit leaders ask.
Straight answers to what nonprofit leaders ask before they start.
Ask something elsePriced to your size: your team, your revenue, and what you need. You'll know the price before anything starts.
On its own
Typically from $5,000
About four weeks for most teams. Scope and price are set by your team's size.
Get a quote for AI for Your Team.
Tell us about your team: how many people, and how AI is used today. You'll have a scope and a price in writing before any work starts.
What we'll cover
- What you needThe problem, the people it serves, and the tools you use today.
- A clear scopeWhat we'd build, how long it takes, and what it costs.
- Your callGo ahead, change the scope, or wait. You decide.
You'll talk with Jason VanLueFormer VP of Product and Design at Virtuous