AI Safe-Use Pack · Charities & Non-Profits
Use AI across your charity without risking beneficiaries or donor trust
Charities adopt free AI tools fast to stretch limited budgets, and that is exactly where beneficiary or donor data ends up somewhere it should not. This is not a single template: it is a complete system, with seven core documents rewritten for how charities and non-profits actually work, and it covers staff, volunteers and trustees.
Sound familiar?
- ▸ Staff and volunteers paste beneficiary or supporter details into free AI tools with no policy in place.
- ▸ AI donor profiling and wealth screening sit on top of fundraising and data-protection rules that have caught charities out before.
- ▸ Beneficiary and safeguarding data is sensitive, and there is no clear line on what AI may touch.
- ▸ Funders and trustees increasingly expect to see how you govern data and technology.
Why now
Beneficiary data is sensitive, donor trust is hard-won, fundraising rules are enforced, and free AI tools are already in your team’s hands. A documented, sensible position protects the people you help and the supporters who fund you.
A system, not a template
Anyone can sell you a policy document. This is a coherent system where the pieces reference each other, built around the bodies and risks that are specific to charities and non-profits. Seven core documents are rewritten for your world; the rest of the toolkit comes with it.
Specialised for charities and non-profits
The full policy, covering staff, volunteers and trustees, with beneficiary data, donors and safeguarding built in.
Fundraising and donor-data rules, AI donor profiling and wealth screening, electronic-marketing consent, and protecting vulnerable beneficiaries.
The Charity Commission and trustees’ duties, the ICO, the Fundraising Regulator and the Code of Fundraising Practice, safeguarding, and what funders expect.
Charity examples: donor and supporter records, beneficiary data, grant and financial information, volunteer records.
An editable, scored spreadsheet pre-loaded with real charity scenarios, including donor profiling and beneficiary-harm risks.
What to check for CRM, fundraising, email and beneficiary-facing tools, plus a default-on AI audit.
A comprehensive data protection impact assessment, with a worked example for an AI donor-profiling tool and the triggers that apply to you.
Plus the complete core toolkit
- ✓ Approved Tools Matrix (Excel, pre-filled for your sector)
- ✓ Prompting & Verification Guide
- ✓ AI Vendor Assessment Checklist
- ✓ AI Incident Response Plan
- ✓ AI Disclosure & Privacy Clauses
- ✓ Employee One-Page Guide
- ✓ AI Literacy Tracker (Excel)
- ✓ Verification Tiers visual
- ✓ Glossary of Acronyms (sector-aware)
- ✓ Start Here guide and 30-minute route
What makes this edition worth it
- ★ Built around the bodies that hold charities to account: the Charity Commission, the ICO and the Fundraising Regulator.
- ★ Tackles AI donor profiling and wealth screening head on, an area where charities have already faced regulatory action.
- ★ Covers volunteers and trustees, not just employees, and the risk register and tools shortlist are working spreadsheets built from real charity scenarios.
Common questions
- Is this legal advice?
- No. It is a practical, professionally written starting point, not legal advice and not a substitute for it. Every document says so, and we point you to professional advice where it is warranted.
- Can I edit everything?
- Yes. You get editable Word and Excel files alongside polished PDFs. The risk register and tools shortlist are working spreadsheets, not screenshots. Fill in the placeholders, delete what you do not need, and make it yours.
- How is this different from the general pack?
- You get the complete core system, and seven of its documents are rewritten specifically for charities and non-profits, with the examples, terminology and risks that matter to you. It is the difference between a generic policy and one that already speaks your language.
- How long does it take to adopt?
- About 30 minutes to a defensible baseline: complete the policy, fill in the approved-tools matrix, and circulate the one-page staff guide. The rest builds on that as you go.
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Provided for general information, not legal advice. Adapt to your own circumstances and take professional advice where appropriate.